Sales Executive at Canoe

| Greater NYC Area
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COMPANY: Canoe Intelligence


TITLE: Sales Executive


This position is accepting resumes on a rolling basis, so while we may not contact you within a week, we'd love to hear from you to connect at a later date!

The Role:

Canoe is looking for a Sales Executive to drive client acquisition and revenue growth. You will report directly to the Chief Revenue Officer and will be tasked with rapidly accelerating pipeline growth, evangelizing Canoe’s value proposition to the marketplace, and owning the entire open-to-close sales process. You will play a crucial role in growing and scaling the business.

 What You’ll Do: 

  • Drive revenue growth through new client acquisition.
  • Identify, prospect, and close new clients across various segments in line with sales targets and company KPIs.
  • Build and manage the sales pipeline from lead generation through to deal closing.
  • Evangelize Canoe in the marketplace and, alongside the CRO, create and execute a go-to-market strategy across 10 client segments.
  • Lead sales pitches and deliver product demos to all seniority levels within a potential client’s organization.
  • Work with Marketing team to cultivate leads and build campaigns within strategic areas of focus.
  • Work with Client teams to manage Proofs of Concept and design relevant onboarding plans for new clients.
  • Ensure CRM is up to date with relevant notes.
  • Set, manage, and communicate prospective client expectations – both internally, and externally with Client and Product teams.

What We’re Looking For:

  • Positive attitude, high-energy approach, tireless work ethic.
  • Excellent communication and organization skills.
  • Experience building and managing a sales pipeline in the FinTech space, preferably selling into allocators, institutional investment, and asset servicing firms.
  • Demonstrated ability to meet or exceed sales targets in the SaaS technology space, while independently managing all stages of the sales cycle.
  • Background in various Client-facing roles: ideally Solutions Consulting, Sales Engineering, or Relationship Management experience prior to Sales roles.
  • Strong deal-negotiating skills.
  • Desire to work in a revenue-generating role with unlimited sales upside.
  • Understanding of the allocator community and alternative investment themes a plus.
  • 6-10 years of work experience.

What You'll Get:

  • Highly competitive compensation plan, with unlimited upside tied to client acquisition and revenue generation.
  • Greenfield market opportunity coupled with land and expand strategic approach.
  • Opportunity to develop expertise in alternative investments working across 10 distinct client segments. 
  • Highly autonomous position perfect for individual contributor capable of building and growing a sales pipeline.
  • Ability to impact the company in other areas and wear many different hats for a rapidly-growing technology company with a great culture.

What's the Process?

  • Our candidate discovery process generally constitutes the following key milestones: Phone Interview, Aptitude Test, In Person Interview(s), and a 30/60/90 Plan

Our Principles: 

  • Integrity that adheres to, and encourages, high professional and personal standards.
  • Execution and accountability-driven mentality that takes pride in getting the job done.
  • Intellectual curiosity, a mind for process and a drive for continual improvement.
  • Demonstrated passion for problem solving, a desire to help people and a client-centric focus.
  • A comfort level with both giving and receiving respectful constructive critical feedback. 
  • The ability to identify and articulate goals and measurements for your and others’ success.

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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Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • VueLibraries
    • AngularJSFrameworks
    • LaravelFrameworks
    • MySQLDatabases


Canoe is located in the bustling business district of downtown Manhattan, easy to get to by train or ferry (and even easier now since we're remote!).

An Insider's view of Canoe

How would you describe the company’s work-life balance?

Canoe provides a great work-life balance ratio for me. The times I have stayed up late working on a bit of code has been out of curiosity and excitement over trying something new rather than out of stress. I feel comfortable and safe logging off to relax, which keeps me from burning out. The various weekly team nights also provide a fun atmosphere.


Full Stack Developer

What does your typical day look like?

As a full stack developer at a startup like Canoe, my role is mainly to develop new and exciting features to enhance our platform. However, working at a startup requires putting on many different hats. Each day can be very different from the next, but I enjoy being able to get my hands dirty with many different projects.


Full Stack Developer

What makes someone successful on your team?

Members of Client Success are hyper-focused on client delight and possess intellectual curiosity. Clients hire Canoe to do a particular job and we get excited about exceeding those expectations. The problems our clients face are difficult and we get energized by digging deep and working across teams to solve them and present elegant solutions.


Director of Client Success

How do your team's ideas influence the company's direction?

Canoe is an incredibly collaborative and flat organization. New ideas and perspectives from our team are critical to the company’s continued growth and evolution and are valued deeply. At Canoe, the impact you have on the company’s trajectory is direct and tangible, and in my mind, that’s one of the things that makes Canoe so special.


Partner and Chief Revenue Officer

What does career growth look like on your team?

Canoe is very supportive of professional growth. Frequently, the more senior team members have helped identify projects that suit me and offer opportunities to take more ownership of my work and grow in my career.


Senior Full Stack Developer

What are Canoe Perks + Benefits

Canoe Benefits Overview

At Canoe, we provide our team with a full benefits package, including medical, dental, vision, 401k, commuter benefits, gym/wellness reimbursements, and more. While the whole team is currently remote, our development team continues to conduct daily stand-ups to regularly touch base. We have monthly company-wide meetings, semi-annual Town Halls, and weekly virtual games for the team to hang out away from work.

Intracompany committees
Daily sync
Team based strategic planning
Unconscious bias training
Diversity manifesto
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Vacation & Time Off Benefits
Generous PTO
Canoe's vacation policy includes 20 days paid time off every year.
Paid Holidays
Paid Sick Days
Canoe offers unlimited sick days for all employees.
Perks & Discounts
Casual Dress
Fitness Subsidies
Canoe reimburses each team member up to $100 per month for health and wellness activities.
Home Office Stipend for Remote Employees
Canoe employees receive a $200 stipend to cover the cost of remote work accommodations (Canoe provides employees with computers and computer peripherals separately).
Professional Development Benefits
Promote from within
Continuing Education stipend
Canoe offers education reimbursement for all full-time employees of $1,000 annually.
Time allotted for learning
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