Business Development Representative

Business Development Representative

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

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

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.