Account Executive

Canoe Intelligence; New York (NY); Hybrid; USD 245,000 - 260,000; Full time

Benefits offered by this job

Medical benefits

Flexible PTO

401(k)

Flexible work from home

Home office stipend

Employee Assistance Program

Gym/Wifi reimbursement

Education assistance

Parental Leave

Job summary

Canoe Intelligence is seeking an Account Executive to drive revenue growth across North America, focusing on the Midwest. You will identify prospects, build a strong pipeline, and collaborate with marketing and product teams to demo Canoe’s solutions.

The role requires a 5+ year fintech sales background, excellent presentation skills, and the ability to engage senior decision makers. Enjoy a hybrid in NYC with strong compensation and growth opportunities.

Qualifications

• 5+ year track record of success in fintech sales and business development.
• Strong knowledge of the alternative investment industry, including key players, regulations, and market trends.
• Excellent communication and presentation skills; able to articulate complex concepts to technical and non-technical audiences.
• Demonstrated ability to build and maintain relationships with senior-level decision makers.
• Strong negotiation and closing skills with focus on revenue growth.

Responsibilities

• Identify and target potential clients.
• Build and maintain a strong sales pipeline through proactive prospecting and lead generation.
• Conduct thorough research to understand clients’ needs and priorities.
• Develop and deliver compelling sales presentations and product demos.
• Collaborate with internal teams to ensure seamless onboarding and implementation.
• Host product tours and other prospect-facing events.
• Negotiate contract terms and pricing to close deals.
• Provide accurate sales forecasts and reports to management.
• Stay updated on industry trends, competition, and regulatory changes.
• Develop self-generated pipeline by finding new names and booking meetings weekly.

Skills

Fintech sales

Relationship building

Negotiation

Presentation skills

CRM tools

Self-motivated

Education

CAIA certification

CIPM certification

Tools

Outreach

ZoomInfo

Highspot

Job description

COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

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
• 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.