WEBSITE: https://canoeintelligence.com/
TITLE: Business Development Representative
LOCATION: New York City (hybrid - 3 days in office)
SALARY: $100,000 - $120,000 OTE
The Role:
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.
What You'll Do:
- 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
What We're Looking For:
- 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
What You'll Get:
- 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
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.
What the Team is Saying
Canoe Compensation & Benefits Highlights
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Healthcare Strength — U.S. employees are offered medical, dental, and vision coverage with FSA/HSA options, alongside an Employee Assistance Program and wellness reimbursements. Gym and internet support of up to $100 per month further reinforce the health-focused package.
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Leave & Time Off Breadth — Flexible PTO and paid holidays are standard, with paid parental leave available after six months of employment. Flexible time-off policies are positioned to enable recharge without rigid accrual caps.
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Flexible Benefits — UK employees receive a £6,000 annual stipend to select private benefits, indicating strong choice and personalization. Additional stipends such as a $750 home‑office setup and monthly wellness/Wi‑Fi reimbursements reflect a flexible benefits design.
Canoe Insights
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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.
