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

Posted 3 Days Ago
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Office, Lilongwe, Central Region
Hybrid
Mid level
Fintech • Software • Financial Services
The Role
The Account Manager will be responsible for upselling solutions to existing asset management and hedge fund clients while building strategic relationships and achieving expansion targets.
Summary Generated by Built In

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 them
  • Familiarity 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 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

Consultative, Value-First Selling Skills

  • 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

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-sell
  • Sharp 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 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

Cultural Fit & Attributes

  • 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

Education & Travel

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

We Offer:

  • 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

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

Top Skills

Salesforce

What the Team is Saying

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The Company
HQ: Chicago, IL
1,100 Employees
Year Founded: 1997

What We Do

Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.

From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.

Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.

Why Work With Us

Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.

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