Canoe Intelligence
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COMPANY:
Canoe Intelligence
WEBSITE : https://canoeintelligence.com/
TITLE:
Business Development Representative
LOCATION:
New York City (hybrid - 3 days in office)
SALARY : $100,000 - $120,000 OTE
The Role As a Business Development Representative at Canoe Intelligence, you will play a pivotal role in driving revenue growth by generating qualified leads and establishing new client relationships. You will be responsible for prospecting, qualifying, and nurturing leads. Your ability to effectively communicate the value proposition of Canoe Intelligence's solutions will be critical in identifying opportunities and converting leads into sales opportunities.
What You’ll Do
Prospect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial markets
Qualify inbound leads from various sources, including marketing campaigns, events, and website inquiries
Conduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutions
Collaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growth
Maintain accurate and up-to-date records of interactions and lead activities in the CRM system
Work closely with Sales Executives to schedule meetings and appointments with qualified prospects
Stay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value proposition
What We’re Looking For
Bachelor's degree or equivalent practical experience
Proven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sector
Strong communication skills, both written and verbal, with an ability to engage and build rapport with prospects
Results-oriented mindset with a track record of meeting or exceeding targets and KPIs
Self-motivated with excellent time management and organizational skills
Familiarity with CRM software (e.g. Salesforce) and sales prospecting tools
Knowledge of alternative investments, asset servicing, or financial services is preferred
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
Win Together —> 1 + 1 = 3
Who We Are Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly‑frustrating, time‑consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI‑driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Our mission is to unlock efficiencies in alternative investment processes by introducing purpose‑built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.
Seniority level
Entry level
Employment type
Full‑time
Job function
Sales and Business Development
Referrals increase your chances of interviewing at Canoe Intelligence by 2x
Get notified about new Business Development Representative jobs in
New York, NY .
#J-18808-Ljbffr
COMPANY:
Canoe Intelligence
WEBSITE : https://canoeintelligence.com/
TITLE:
Business Development Representative
LOCATION:
New York City (hybrid - 3 days in office)
SALARY : $100,000 - $120,000 OTE
The Role As a Business Development Representative at Canoe Intelligence, you will play a pivotal role in driving revenue growth by generating qualified leads and establishing new client relationships. You will be responsible for prospecting, qualifying, and nurturing leads. Your ability to effectively communicate the value proposition of Canoe Intelligence's solutions will be critical in identifying opportunities and converting leads into sales opportunities.
What You’ll Do
Prospect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial markets
Qualify inbound leads from various sources, including marketing campaigns, events, and website inquiries
Conduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutions
Collaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growth
Maintain accurate and up-to-date records of interactions and lead activities in the CRM system
Work closely with Sales Executives to schedule meetings and appointments with qualified prospects
Stay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value proposition
What We’re Looking For
Bachelor's degree or equivalent practical experience
Proven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sector
Strong communication skills, both written and verbal, with an ability to engage and build rapport with prospects
Results-oriented mindset with a track record of meeting or exceeding targets and KPIs
Self-motivated with excellent time management and organizational skills
Familiarity with CRM software (e.g. Salesforce) and sales prospecting tools
Knowledge of alternative investments, asset servicing, or financial services is preferred
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
Win Together —> 1 + 1 = 3
Who We Are Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly‑frustrating, time‑consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI‑driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Our mission is to unlock efficiencies in alternative investment processes by introducing purpose‑built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.
Seniority level
Entry level
Employment type
Full‑time
Job function
Sales and Business Development
Referrals increase your chances of interviewing at Canoe Intelligence by 2x
Get notified about new Business Development Representative jobs in
New York, NY .
#J-18808-Ljbffr