FinTech Account Executive – Wealth & Institutions (Hybrid)

Canoe; New York (NY); Hybrid; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Benefits Stipend

Flexible PTO

In-Person Events

Hybrid and Remote Work

Remote Office Stipend

Professional Development

Parental Leave

Wellness/WiFi

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Fintech sales

Business development

CRM software

Sales productivity tools

Negotiation

Closing skills

Communication

Presentation skills

Relationship building

Industry knowledge (alt investments)

Ausbildung

CAIA/CIPM certification

Tools

Outreach

ZoomInfo

Highspot

Jobbeschreibung

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.