Account Executive

Canoe; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

Benefits Stipend

Flexible PTO

In-Person Events

Hybrid and Remote Work

Remote Office Stipend

Professional Development

Parental Leave

Wellness/WiFi

Job summary

Canoe Intelligence is seeking an Account Executive to identify, engage, and close new business opportunities within our Wealth Management, Institutions and Family Office segments across North America, with a Midwest focus.

You will build a strong sales pipeline, deliver compelling product demonstrations, and collaborate with cross-functional teams to ensure onboarding and implementation. 5+ years fintech sales experience is valued.

Qualifications

• 5+ years track record of fintech sales and business development.
• Proficiency in CRM software and sales productivity tools (Outreach, ZoomInfo, Highspot).
• Strong negotiation and closing skills to drive revenue growth.
• Excellent communication and presentation skills for technical and non-technical audiences.
• Ability to build relationships with senior decision-makers and influencers.
• Knowledge of the alternative investment industry and market trends.

Responsibilities

• Identify, engage, and close new business opportunities in North America within Wealth Management, Institutions and Family Office segments.
• Develop and execute strategies to drive revenue growth and build a strong sales pipeline.
• Build and maintain a proactive prospecting and lead generation program.
• Conduct research to understand client needs and priorities, and tailor demonstrations accordingly.
• Deliver compelling sales presentations and product demonstrations to showcase Canoe Intelligence’s value.
• Collaborate with sales engineering, marketing, and client success for onboarding and implementation.
• Host product tours and prospect-facing events (web or in person).
• Negotiate contract terms and pricing to close deals.
• Provide accurate sales forecasts and reports to management.
• Stay updated on industry trends, competition, and regulations in the institutional space.
• Create a network of centers of influence to support pipeline.
• Develop at least 20% of self-generated pipeline; add names to CRM/Outreach; book meetings weekly.

Skills

Fintech sales

Business development

CRM software

Sales productivity tools

Negotiation

Closing skills

Communication

Presentation skills

Relationship building

Industry knowledge (alt investments)

Education

CAIA/CIPM certification

Tools

Outreach

ZoomInfo

Highspot

Job description

• 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
• 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

Benefits

• Health Insurance: From medical dental, and vision to FSAs, HSAs, and more - we’ve got you covered
• Benefits Stipend: Canoe offers a £6,000 stipend for employees to enroll in their own private benefits.
• Flexible PTO: Recharge with flexible PTO and paid holidays!
• In-Person Events: We host regular happy hours and company outings in NYC, London, and Jacksonville. Going to be remote? We also bring our teams together from around the world as we’re able.
• Hybrid and Remote Work: Most roles at Canoe offer either a Hybrid or a Fully Remote schedule. Find the flexibility you are looking for here.
• Remote Office Stipend: Need to level up your personal workspace? We offer $750 for any office equipment you purchase (monitors, desk, chair, etc.).
• Professional Development: Continue to learn and grow, utilizing $1,000 in education reimbursement available annually to each employee. We also offer a robust Learning Management platform and host regular Lunch & Learns.
• Parental Leave: We provide paid parental leave to all new parents following 6 months of employment.
• Wellness/WiFi: We reimburse employees up to $100 per month to help cover gym memberships and internet.

5+ year track record of success in fintech sales and business developmentProficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot)Self-motivated, proactive, and results-oriented mindsetStrong negotiation and closing skills, with a focus on driving revenue growthAbility to work effectively in a fast-paced, dynamic startup environmentCAIA and/or CIPM a plusExcellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiencesStrong knowledge of the alternative investment industry, including key players, industry regulations, and market trendsDemonstrated ability to build and maintain relationships with senior-level decision makers and influencers