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

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

Business Development Representative

Key skills