Account Executive Wealth Management

• 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

• 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)
• MBA highly preferred

• 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

• 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

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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