Sales Ops COO, Asset Owners

Sales Operations Lead / COO – Asset Owners Line Of Business

The Sales Operations Lead / COO – Asset Owners Line of Business is a key member of the centralized Sales Operations function, embedded within the Asset Owners vertical (including Pensions, Corporates, REITs, Energy and other Asset Allocators) to drive performance, pipeline health, and go-to-market execution. This position acts as the operational partner to the Asset Owners Sales leader, combining hands-on analytics with operational excellence and leveraging strong business acumen with data analysis to help ensure the segment executes against its strategic and revenue goals.

You won't be building foundational processes from scratch — instead, you'll leverage core frameworks from the central Sales Operations team and tailor them to the Asset Owners segment. Your focus will be on execution: running the business cadence, enabling segment-level insights, and driving seller productivity in close coordination with GTM, RevOps, Finance, Marketing, and Product. The ideal candidate thrives in a dynamic environment, demonstrates strong analytical capabilities, and can translate data into meaningful business insights while maintaining high operational standards.

Key Responsibilities

• Drive weekly and monthly business reviews, forecast calls, and performance tracking for the Asset Owners segment
• Operationalize annual GTM plans, quota allocations, and seller coverage in alignment with corporate planning
• Monitor segment performance vs. targets and recommend actions to improve pipeline, velocity, and win rates
• Identify process improvements that remove friction for sellers, improve CRM hygiene, and support growth
• Track seller-level productivity, onboarding ramp, and resource utilization across the segment
• Serve as the connective tissue between Asset Owners sales and Clearwater's central functions (Product, Finance, Marketing, RevOps)
• Drive segment-specific inputs into pricing decisions, customer targeting, and product readiness
• Represent the Asset Owners LoB in companywide GTM and planning cadences
• Increased seller productivity
• Improved forecasting accuracy
• Target achievement

Qualifications

• 6–8+ years in Sales Operations, GTM Strategy, or Business Operations roles in SaaS, fintech, or financial services
• Prior experience supporting asset owners or complex institutional clients preferred
• Familiarity with sales cadences, pipeline analysis, quota planning, and forecast management
• Proficiency with Salesforce, Excel/Sheets, and BI tools (Tableau, Looker, etc.)
• Strong communicator and cross-functional collaborator; able to influence without authority
• Comfortable working in a fast-paced, matrixed environment

What You'll Gain

• Deep exposure to asset management go-to-market strategy within a high-growth SaaS business
• Opportunity to shape the next chapter of Clearwater's GTM evolution as we integrate acquisitions and scale globally
• Partnership with experienced operators and access to a best-in-class Sales Ops framework you'll help localize and apply

What We Offer

• Business casual atmosphere in a flexible working environment
• Team focused culture that promotes innovation and ownership
• Access cutting edge investment reporting technology and expertise
• Defined and undefined career pathways allowing you to grow your own way
• Competitive medical, dental, vision, and life insurance benefits
• Maternity and paternity leave
• Personal Time Off and Volunteer Time Off to give back to the community
• RSUs as well as employee stock purchase plan and 401k with match
• Work from anywhere 3 weeks out of the year
• Work from home Fridays
• Salary Range: $110,000.00 - $168,000.00 + bonus+ RSUs

Clearwater Analytics is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.