About the Role We’re looking for a Sales Operations Lead who combines strategic business acumen with strong technical skills to transform how our sales organization operates. You’ll be responsible for building out our data warehouse and analytics infrastructure, streamlining sales processes, and enabling data-driven decision-making across the revenue organization. This is a hands-on role where you’ll design and implement scalable systems that connect CRM, marketing automation, finance, and customer success data—creating a single source of truth for revenue performance. Data Infrastructure & Analytics Design, build, and maintain a data warehouse to centralize sales and revenue data from multiple systems (e.g., Salesforce, HubSpot, Snowflake, Looker, Stripe). Partner with Data Engineering and IT to ensure data accuracy, governance, and scalability. Develop and automate ETL/ELT pipelines to enable seamless reporting and insights. Create intuitive dashboards and reports that empower leadership and sales teams to make informed decisions. Sales Operations Own and optimize the sales tech stack, including CRM configuration, data hygiene, and integrations. Analyze sales performance metrics, pipeline health, and forecasting accuracy. Identify bottlenecks and inefficiencies in the sales process and propose data-backed improvements. Collaborate closely with Sales, Marketing, and Finance to align reporting and KPIs. Strategy & Leadership Build frameworks for territory planning, quota setting, and incentive design using reliable data models. Drive adoption of data-driven decision-making across the GTM (Go-To-Market) organization. Serve as a strategic partner to sales leadership, providing insights that shape go-to-market strategy. Required Qualifications 7+ years in Sales Operations, Revenue Operations, or Business Operations, with a strong technical background. Proven experience building or managing data warehouses and data pipelines (e.g., using Snowflake, BigQuery, Redshift, dbt, or similar). Proficiency with SQL and at least one BI/reporting tool (e.g., Looker, Tableau, Power BI, Mode). Deep understanding of CRM systems (Salesforce, HubSpot, or equivalent) and sales process design. Strong analytical and problem-solving skills with a bias toward automation and scalability. Preferred Qualifications Experience with Python or other scripting languages for automation and data transformation. Familiarity with APIs and integration tools (e.g., Fivetran, Airbyte, Zapier). Background in SaaS, B2B, or tech industries. Exceptional communication skills and ability to work cross-functionally with technical and non-technical teams. 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 $100,000.00 - $180,000.00 + bonus + RSUs This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. 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. Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.