5+ years of successful fintech sales and business development experience
Strong knowledge of the alternative investment industry and its regulations
Excellent communication and presentation skills for diverse audiences
Proven ability to build relationships with senior decision-makers
Strong negotiation and closing skills focused on revenue growth
Self-motivated and results-oriented with a proactive mindset
Proficiency in CRM software and sales productivity tools like Outreach and Zoom Info
Responsibilities
Identify and target potential clients in Wealth Management and Family Office segments
Build and maintain a robust sales pipeline through proactive prospecting
Conduct research to understand client needs and pain points
Develop and deliver compelling sales presentations and product demos
Collaborate with internal teams for seamless client onboarding
Host product tours and prospect-facing events to support marketing efforts
Negotiate contract terms and pricing for successful deal closures
Provide accurate sales forecasts and reports to management
Stay informed on industry trends and regulatory changes
Create a network of influencers to assist with pipeline development
Develop at least 20% of self-generated pipeline through outreach activities
Benefits
Medical, dental, and vision benefits
Flexible PTO
401(k) plan
Flexible work-from-home policy
Home office stipend
Employee Assistance Program
Gym and WiFi reimbursement
Education assistance
Parental leave
Full Job Description
TITLE: Account Executive
LOCATION: Hybrid in New York City
SALARY: $245,000 - $260,000 OTE (base plus commission)
The Role:
As an Account Executive at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Wealth Management, Institutions and Family Office Segments in North America with a focus on the Midwest. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within the aforementioned segments.
What You'll Do:
Identify and target potential clients
Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities
Conduct thorough research to understand the needs, pain points, and priorities of prospective clients
Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions
Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process
Contribute to Marketing efforts by hosting "Product Tours" and other prospect facing events either via the web or in person
Negotiate contract terms and pricing agreements to drive successful deal closures
Provide accurate sales forecasts and reports to the sales management team
Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector
Create a network of centers of influence within your territory to assist with introductions for your own pipeline
Develop at least 20% of self-generated pipeline. You'll find and add new names to CRM and Outreach.io (sequence/email tool), make phone calls and book meetings on a weekly basis.
What We're Looking For:
5+ year track record of success in fintech sales and business development
Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends
Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences
Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers
Strong negotiation and closing skills, with a focus on driving revenue growth
Self-motivated, proactive, and results-oriented mindset
Ability to work effectively in a fast-paced, dynamic startup environment
Proficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot)
CAIA and/or CIPM a plus
What You'll Get:
Medical, dental, vision benefits
Flexible PTO
401(k)
Flexible work from home policy
Home office stipend
Employee Assistance Program
Gym/Wifi reimbursement
Education assistance
Parental Leave
Our Values:
Client First -> Listen, and deliver client-centric solutions
Be An Owner -> Take initiative, improve situations, drive positive outcomes
Excellence -> Always set the highest standard for yourself and others
