The role:

Clearwater is looking for an Account Manager to join our APAC Sales team. This is a direct, quota-carrying position responsible for upselling our solutions portfolio spanning the front, middle, and back office to existing asset management and hedge fund clients.

Requirements:

Proven SaaS Upsell / Land-and-Expand Experience

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

Investment-Operations Domain Expertise

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 themFamiliarity with APAC markets and partner ecosystem conventions (Hong Kong, Singapore, Australia, Mainland China)

Strategic Relationship Building

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

Consultative, Value-First Selling Skills

Crafts ROI-driven business cases (TCO savings, risk reduction, AUM scale) in partnership with Clients and CWAN Solutions EngineersExecutes 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

Analytical & Operational Rigor

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-sellSharp project-management discipline to see scaled upsells through to smooth delivery

Communication & Collaboration

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

Cultural Fit & Attributes

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

Education & Travel

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

We Offer:

A business casual atmosphere in a flexible working environmentA team-focused culture that promotes innovation and ownershipAccess to cutting-edge investment reporting technology and expertise tailored for the marketRSUs and an employee stock purchase planPaid time off (PTO) and volunteer time off to give back to the communityDefined and undefined career pathways allowing you to grow your own wayThe opportunity to work from anywhere for 3 weeks out of the yearHybrid and flexible working schedulesMaternity and paternity leave

Join us at Clearwater and be part of an innovative team committed to delivering exceptional solutions tailored to the asset management industry.

Apply now to embark on an exciting career journey with us