[Remote] Account Executive, Wealth Management

Note: The job is a remote job and is open to candidates in USA. Canoe Intelligence is reimagining alternative investment data processes for institutional investors and wealth managers. As an Account Executive, you will develop strategies to engage and close new business opportunities, focusing on driving revenue growth and building relationships within the wealth management segment. Responsibilities • Identify and target potential 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 Skills • 5+ year track record of success in fintech sales and business development • 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 (Outreach, Zoom Info, Highspot) • MBA highly preferred 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 • Canoe 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. Apply tot his job Apply To this Job