Job Description

COMPANY: Canoe Intelligence

WEBSITE :

TITLE: Director, Business Development 

LOCATION: New York City (hybrid) 

SALARY : $175,000 - $200,000 base salary, with $215,000 - $250,000 OTE (based on NYC, will be adjusted for geo)

The Role:

The Director of Business Development will lead Canoe’s direct lead generation strategy. This role requires a strategic thinker with deep experience in go-to-market, business development, and lead generation, particularly in the financial services or fintech sectors.

What You’ll Do:

• Lead Generation:
  • Design and oversee lead generation campaigns, ensuring alignment with business objectives and sales targets.
  • Leverage both inbound and outbound marketing channels to increase lead volume and quality.
  • Work closely with the marketing team to optimize lead nurturing efforts and enhance conversion rates.
  • Analyze and report on lead generation performance, making data-driven decisions to improve ROI.

• Cross-functional Collaboration:
  • Partner with product, marketing, and sales teams to ensure alignment on product positioning and messaging for business development professionals.
  • Work closely with the sales team to ensure smooth hand-offs of leads and opportunities from business development professionals.
  • Engage with the executive team to provide regular updates on business development professionals and lead generation performance.

• Leadership & Team Management:
  • Lead and mentor a growing team of 6+ global business development professionals.
  • Set clear goals, KPIs, and performance metrics to drive accountability and results.
  • Foster a culture of innovation, collaboration, and continuous improvement within the team.

What We’re Looking For:

• 7-10 years of experience in business development and lead generation.
  
• Proven track record of developing and managing business development programs, ideally within fintech or financial services.
  
• Strong understanding of lead generation best practices, including digital marketing, CRM tools, and pipeline management.
  
• Excellent communication and negotiation skills, with the ability to influence stakeholders at all levels.
  
• Data-driven mindset with experience in analyzing performance metrics and adjusting strategies accordingly.
  
• Leadership experience with a proven ability to manage and grow high-performing teams.
  
• Bachelor’s degree in Business, Marketing, or a related field. MBA is a plus.

Preferred:

• Experience and deep interest in financial technology software and the financial services industry.
• Familiarity with the Institutional Investment, Wealth Management, Allocator, and Administrator space, and the relevant players, technologies and firms within the community.
• Positive attitude, high-energy approach, strong work ethic.
• Excellent communication, project management, and organization skills.
• Desire to work in a fast-growing, client-facing and revenue-generating role, with significant autonomy.

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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