Business Development Representative

🕒 March 24

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Canoe Intelligence

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💳 Fintech

☁️ SaaS

🤖 Artificial Intelligence

💰 $36M Series C - Canoe on 2024-07

Fintech • SaaS • Artificial Intelligence

Canoe Intelligence is a software company that provides purpose-built automation to streamline alternative investment workflows for institutional investors, asset servicers, capital allocators, and wealth managers. Its SaaS platform applies machine learning and automation to extract, normalize, and manage investment data, helping clients improve operational efficiency and reporting in the alternatives space. Canoe operates with distributed teams across New York, London, and Jacksonville and emphasizes client-focused B2B solutions, AI-driven product development, and automation for the finance industry.

📋 Description

• 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