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.

Responsibilities

• 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

Skills

• 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

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 Overview