Business Development Representative, Canoe

$100-120k

OTE

Salesforce

Junior and Mid level

New York

3 days a week in office

AI platform for alternative investments

Be an early applicant

AI platform for alternative investments

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

Be an early applicant

$100-120k

OTE

Salesforce

Junior and Mid level

New York

3 days a week in office

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

Company mission

To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.

Job

Company

Role

Who you are

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

What the job involves

As a Business Development Representative at Canoe Intelligence, you will play a pivotal role in driving revenue growth by generating qualified leads and establishing new client relationships
You will be responsible for prospecting, qualifying, and nurturing leads. Your ability to effectively communicate the value proposition of Canoe Intelligence's solutions will be critical in identifying opportunities and converting leads into sales opportunities
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

Our take

The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.

Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.

It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. Off of 2024's Series C funding, the company is further optimising and developing its product offerings.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

48% employee growth in 12 months

Glassdoor (3.4)

Company

Funding (2 rounds)

Jul 2024

$36m

SERIES C

Feb 2023

$25m

SERIES B

Total funding: $61m

Company benefits

Intracompany committees
Team based strategic planning
Group brainstorming sessions
Health/Dental/Vision Benefits
Life Insurance
Wellness Programs
Commuter Benefits
Company Outings
Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!
Education reimbursement
Onsite and virtual training courses
Attendance at job related conferences and seminars
Monthly Lunch and Learns
Cross functional training encouraged
Promote from within
Customized development tracks
401(K)
Company Equity
Performance Bonus
Unlimited PTO
Paid Holidays

Company HQ

Canal Street, New York, NY

Leadership

Jason Eiswerth

(CEO)

Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.

Salary benchmarks

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