Account Manager - Asset Management & Hedge Funds - Back to Base

• 3–10 years in a quota-carrying upsell or account-expansion role at an institutional SaaS vendor (ideally investment- or operations-focused)
• Demonstrated track record of consistently hitting or exceeding annual expansion targets (10–20% growth per book)
• Deep comfort negotiating renewals, add-ons and pilot projects

• Hands-on knowledge of front-, middle- and back-office workflows: portfolio/P&L, order management, data-feeds, risk & compliance, reporting, etc.
• Ability to diagnose gaps in clients’ processes and map CWAN products (OMS, PM, risk, accounting, analytics) to solve them
• Familiarity with APAC markets and partner ecosystem conventions (Hong Kong, Singapore, Australia, Mainland China)

• C-suite-level presence: proven ability to build trust with COOs, CEOs, Heads of Trading, and CIOs
• Skilled at unearthing “hidden” stakeholders (IT, operations, legal) to broaden ownership circle
• Empathy and cultural IQ to navigate multi-language, multi-time-zone workstyles

• Crafts ROI-driven business cases (TCO savings, risk reduction, AUM scale) in partnership with Clients and CWAN Solutions Engineers
• Executes structured account plans: opportunity mapping, competitive analysis, pipeline management in Salesforce (or equivalent CRM)
• Leads product demos, workshops and executive workshops—tailoring messaging to each function’s KPIs

• Excellent data-analysis chops to spot expansion triggers in usage metrics (module adoption rates, log-in frequency, support tickets)
• Comfortable running quarterly business reviews and surfacing “white-space” for cross-sell
• Sharp project-management discipline to see scaled upsells through to smooth delivery

• Superb presentation and storytelling skills—fluent in English; Mandarin or Cantonese a strong plus; any other APAC language welcome
• Team player who partners tightly with Sales, Account Management, Product and Marketing to align on messaging, competitive intel and enablement needs
• Resilient follow-up style: persistent but never pushy

• True self-starter with an entrepreneurial bent—thrives in a fast-moving, global growth environment
• Solutions-oriented mindset: views every “no” as a doorway to learn and re-pitch smarter
• High emotional intelligence: listens actively, adapts style to match client seniority and local customs

• Bachelor’s in Finance, Business, Engineering or Computer Science; MBA or CFA is a plus
• Willingness to travel up to 20–30% across APAC

• A business casual atmosphere in a flexible working environment
• A team-focused culture that promotes innovation and ownership
• Access to cutting-edge investment reporting technology and expertise tailored for the market
• RSUs and an employee stock purchase plan
• Paid time off (PTO) and volunteer time off to give back to the community
• Defined and undefined career pathways allowing you to grow your own way
• The opportunity to work from anywhere for 3 weeks out of the year
• Hybrid and flexible working schedules
• Maternity and paternity leave

Clearwater Analytics