Canoe Intelligence

Account Executive, Wealth Management

Canoe Intelligence

full-time

Posted on:

Location Type: Remote

Location: New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $245,000 - $260,000 per year

About the role

  • 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
  • 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

Requirements

  • 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)
  • MBA highly preferred
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
fintech salesbusiness developmentsales forecastinglead generationcontract negotiationsales presentationsproduct demonstrationsrelationship buildingrevenue growth
Soft Skills
communication skillspresentation skillsnegotiation skillsself-motivatedproactiveresults-orientedability to work in a fast-paced environment
Certifications
MBA