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Canoe Intelligence · 12 hours ago

Account Executive, Wealth Management

United States

Full-time

Remote

Senior Level

$245K/yr - $260K/yr

5+ years exp

Canoe Intelligence is reimagining alternative investment data processes for institutional investors and wealth managers. As an Account Executive, you will develop strategies to engage and close new business opportunities, focusing on driving revenue growth and building relationships within the wealth management segment.

AnalyticsArtificial Intelligence (AI)Big DataBusiness IntelligenceData ManagementFinTechMachine LearningSaaS

Responsibilities

Identify and target potential clients

Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities

Conduct thorough research to understand the needs, pain points, and priorities of prospective clients

Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions

Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process

Negotiate contract terms and pricing agreements to drive successful deal closures

Provide accurate sales forecasts and reports to the sales management team

Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector

Qualification

Fintech salesAlternative investment knowledgeCRM software proficiencyNegotiation skillsMBACommunication skillsPresentation skillsRelationship buildingSelf-motivated

Required

5+ year track record of success in fintech sales and business development

Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends

Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences

Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers

Strong negotiation and closing skills, with a focus on driving revenue growth

Self-motivated, proactive, and results-oriented mindset

Ability to work effectively in a fast-paced, dynamic startup environment

Proficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot)

Preferred

MBA highly 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

Company

Canoe Intelligence

Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives.

Founded in 2013

New York, New York, USA

51-200 employees