Fintech Account Executive - Wealth & Institutions

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

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.