Account Executive

Who We Are:

Qualifications

• 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)
• 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
• Client First —> Listen, and deliver client-centric solutions
• Be An Owner —> Take initiative, improve situations, drive positive outcomes
• Excellence —> Always set the highest standard for yourself and others
• Win Together —> 1 + 1 = 3

Preferred Qualifications

• CAIA and/or CIPM a plus

Responsibilities

• 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.
• 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)
• CAIA and/or CIPM a plus
• 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
• Client First —> Listen, and deliver client-centric solutions
• Be An Owner —> Take initiative, improve situations, drive positive outcomes
• Excellence —> Always set the highest standard for yourself and others
• Win Together —> 1 + 1 = 3