Business Development Representative

Job Posted 21 Days Ago Posted 21 Days Ago
New York, NY
Hybrid
100K-120K Annually
Junior
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
First-of-its kind AI technology powering the future of alternative investments
The Role
The Business Development Representative is responsible for generating leads, qualifying prospects, and driving revenue growth through effective communication and collaboration with sales teams.
Summary Generated by Built In

COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Business Development Representative
LOCATION: New York City (hybrid)
SALARY: $100,000 - $120,000 OTE
The Role:
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.

What You'll Do:

  • 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


What We're Looking For:

  • 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 You'll Get:

  • 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


Our Values:

  • 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


Who We Are:
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.

Top Skills

Crm Software
Salesforce

What the Team is Saying

Person1
Nikhil
Senior Client Success Manager
“Monotony does not exist at Canoe. The culture and team work ethic is unmatched from my experience. It is a joy to solve archaic problems with technical solutions. We are on this journey together with our clients. It is special and exciting.“
Nikhil
Sivan
Drew
Maggie
Mike
Minoo
Am I A Good Fit?
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The Company
New York, NY
130 Employees
Hybrid Workplace
Year Founded: 2017

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.

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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.

Typical time on-site: Flexible
New York, NY
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