Business Development Representative

Canoe Intelligence is reimagining alternative investment data processes for institutional investors and asset servicing firms. They are seeking a Business Development Representative to drive revenue growth by generating qualified leads and establishing new client relationships through effective communication and collaboration with sales and marketing teams.ResponsibilitiesProspect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial marketsQualify inbound leads from various sources, including marketing campaigns, events, and website inquiriesConduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutionsCollaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growthMaintain accurate and up-to-date records of interactions and lead activities in the CRM systemWork closely with Sales Executives to schedule meetings and appointments with qualified prospectsStay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value propositionSkillsBachelor's degree or equivalent practical experienceProven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sectorStrong communication skills, both written and verbal, with an ability to engage and build rapport with prospectsResults-oriented mindset with a track record of meeting or exceeding targets and KPIsSelf-motivated with excellent time management and organizational skillsFamiliarity with CRM software (e.g. Salesforce) and sales prospecting toolsKnowledge of alternative investments, asset servicing, or financial servicesBenefitsMedical, dental, vision benefitsFlexible PTO401(k)Flexible work from home policyHome office stipendEmployee Assistance ProgramGym/Wifi reimbursementEducation assistanceParental LeaveCompany OverviewCanoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://canoeintelligence.com.



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