COMPANY: Canoe Intelligence, A Bloomberg Company

WEBSITE: https://canoeintelligence.com/

TITLE: Account Executive

LOCATION: Hybrid in New York City

SALARY = 130,000 - 150,000 USD Annual + Benefits + Commission

The Role:

As an Account Executive at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Wealth Management, Institutions and Family Office Segments in North America with a focus on the Midwest. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within the aforementioned segments.

What You’ll Do:

• 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

• Contribute to Marketing efforts by hosting “Product Tours” and other prospect facing events either via the web or in person

• 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

• Create a network of centers of influence within your territory to assist with introductions for your own pipeline

• Develop at least 20% of self-generated pipeline. You’ll find and add new names to CRM and Outreach.io (sequence/email tool), make phone calls and book meetings on a weekly basis.
  

What We’re Looking For:

• 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)

• CAIA and/or CIPM a plus
  

What You’ll Get:

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

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 Intelligence ("Canoe"), a Bloomberg Company, is the data management and intelligence platform powering how the world invests in alts. Our AI-native platform automates the manual data processing, cutting operational costs and risk while future-proofing alts infrastructure for long term growth. Timely, accurate, and comprehensive data arms investment teams to act with the decisiveness of public markets. Canoe’s AI-driven platform was initially incubated in 2013 for Portage Partners LLC, a private multi-family office investment firm, and launched commercially in 2017. In October 2026, Canoe became a part of Bloomberg, combining our private markets data expertise with Bloomberg’s technology, data management capabilities, and global scale. Together, we’re building a connected experience across public and private markets, and investing in the Canoe platform, people, and dedicated client service that got us here. With Canoe, it’s all about making Alts, smarter.

Canoe is an equal opportunity employer and prohibits discrimination in employment. It is Canoe’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, self-identified or perceived sex, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy, childbirth or related medical conditions, or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a “Protected Characteristic”).Canoe prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.