Business Development Representative, Canoe
$100-120k
OTE
AI platform for alternative investments
Open for applications
AI platform for alternative investments
101-200 employees
Open for applications
$100-120k
OTE
101-200 employees
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.
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
48% employee growth in 12 months
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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