Sales Operations Lead - FinTech

The Sales Operations Lead / COO – Asset Management Line of Business is a key member of the centralized Sales Operations function, embedded within the Asset Management vertical to drive performance, pipeline health, and go-to-market execution. This position acts as the operational partner to the Asset Management Sales leader, combining hands-on analytics with operational excellence and leveraging strong business acumen with data analysis to helps 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 Management 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 

Segment Business Operations & GTM Execution 

• Drive weekly and monthly business reviews, forecast calls, and performance tracking for the Asset Management 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 

Sales Execution Support 

• 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 

Cross-Functional Coordination 

• Serve as the connective tissue between Asset Management 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 Management LoB in companywide GTM and planning cadences 

Impact and Outcomes 

• 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 managers, 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