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Canoe Intelligence

Account Executive, Institutions

Canoe Intelligence, New York, New York, us, 10261

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COMPANY:

Canoe Intelligence

WEBSITE:

https://canoeintelligence.com/

TITLE:

Account Executive, Institutions

LOCATION:

Fully Remote -West Coast US

SALARY:

$245,000 - $260,000 OTE (base plus commission), plus equity

The Role:

As an Account Executive, Institutions at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Institutional Segment. 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 West Coast based 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 sales and business development or comparable industry with exposure to the pension, foundation and endowment vertical

Strong knowledge of the alternative 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

College educated, Bachelor’s degree highly 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.

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