Canoe Intelligence

Business Development Representative

Canoe Intelligence

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $100,000 - $120,000 per year

Job Level

Junior

About the role

  • Prospect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial markets
  • Qualify inbound leads from various sources, including marketing campaigns, events, and website inquiries
  • Conduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutions
  • Collaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growth
  • Maintain accurate and up-to-date records of interactions and lead activities in the CRM system
  • Work closely with Sales Executives to schedule meetings and appointments with qualified prospects
  • Stay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value proposition

Requirements

  • Bachelor's degree or equivalent practical experience
  • Proven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sector
  • Strong communication skills, both written and verbal, with an ability to engage and build rapport with prospects
  • Results-oriented mindset with a track record of meeting or exceeding targets and KPIs
  • Self-motivated with excellent time management and organizational skills
  • Familiarity with CRM software (e.g. Salesforce) and sales prospecting tools
  • Knowledge of alternative investments, asset servicing, or financial services is 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
salesbusiness developmentlead generationpipeline growthKPI trackingtime managementorganizational skills
Soft Skills
communicationrapport buildingself-motivationresults-oriented mindset
Certifications
Bachelor's degree