Canoe Intelligence
: https://canoeintelligence.com/
Business Development Representative
New York City (hybrid)
: $100,000 - $120,000 OTE (based on NYC, will be adjusted for geo)
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
- 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
- Medical, dental, vision benefits
- Flexible PTO
- 401(k)
- Flexible work from home policy
- Home office stipend + wifi reimbursement
- Employee Assistance Program
- Gym reimbursement
- Education assistance
- Parental Leave
- Commuter benefits
- 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
Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
What We Do
Canoe offers first-of-its kind AI technology powering the future of alternative investments.
Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business.
Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows, institutional investors, wealth managers, and general partners are seeing dramatic improvements in data accuracy and access, team efficiency, and client satisfaction.
Why Work With Us
At Canoe, we look for people who are open-minded, willing to roll up their sleeves, and constantly ask questions. We believe that diverse backgrounds and perspectives foster conversation and innovation, and collaborate to make each other better. Canoe's success is intertwined with each individual's success, which is why we focus on the team.
Gallery
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2023-02/BenHider_230126_BEN00910.jpg)
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2022-07/Screen Shot 2022-07-21 at 12.01.50 PM.png)
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2023-02/BenHider_230126_BEN00851.jpg)
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2023-02/BenHider_230126_BH100262.jpg)
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2023-02/BenHider_230126_BH100971.jpg)
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2023-02/BenHider_230127_BH102219.jpg)
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2023-02/BenHider_230126_BH100991.jpg)
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2022-07/Screen Shot 2022-07-21 at 11.56.45 AM.png)
![Gallery](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=crop,w=255,h=145/https://builtinnyc.com/sites/www.builtinnyc.com/files/2023-02/BenHider_230126_BH100986.jpg)
Canoe Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Employees have the option to work either fully remote from anywhere in the U.S. or to have a hybrid work set up, if located in NYC.