Job Description
WEBSITE: https://canoeintelligence.com/
TITLE: Account Executive
LOCATION: London UK (Hybrid) or Zurich (Remote)
SALARY: 105000 - 120000 CHF (base salary) + variable and equity
The Role:
As an Account Executive at Canoe Intelligence you will develop and execute strategies to identify engage and close new business opportunities within our Institutional and Wealth Segments. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within target institutions.
What You'll Do:
- Identify and target potential DACH based Institutional and Wealth 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
What We're Looking For:
- 5+ year track record of success in fintech or financial services sales
- Strong knowledge of the private market 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
- MBA highly preferred
What You'll Get:
- A stipend for benefits including medical dental & vision benefits
- Flexible PTO
- Pension contribution
- 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.
Skills Required
- 5+ years of success in fintech or financial services sales
- Strong knowledge of private market investment industry
- Excellent communication and presentation skills
- Ability to build relationships with senior-level decision makers
- Strong negotiation and closing skills
- Proficiency in CRM software and other sales productivity tools
- MBA highly preferred
What the Team is Saying
Canoe Compensation & Benefits Highlights
- Healthcare Strength—Employer materials list U.S. medical dental and vision coverage with FSA/HSA options indicating a solid core health package. Public benefits details also reference employer-verified coverage to support this foundation.
- Leave & Time Off Breadth—Flexible PTO and paid holidays are advertised with many roles structured as hybrid or fully remote to support flexibility. This breadth suggests time-off policies intended to accommodate varying schedules and needs.
- Wellbeing & Lifestyle Benefits—Work-from-home and wellness support includes a one-time remote office stipend and up to a monthly wellness/Wi‑Fi reimbursement. These perks complement remote/hybrid roles and encourage ergonomic and wellbeing investments.
Canoe Insights
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.
Depending on role employees may be hybrid in-office in NYC London or Jacksonville or fully remote.
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Date Posted
05/14/2026
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