
11 - 50 employees
Founded 2017
💳 Fintech
☁️ SaaS
🤖 Artificial Intelligence
💰 $4.8M Series A on 2018-10
Fintech • SaaS • Artificial Intelligence
Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.
🕒 Yesterday
Where this job comes from
Posted on Canopy's careers page, not through a job board
First seen by Remote Rocketship Yesterday
Still open on Canopy's site. Checked 31 minutes ago.
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11 - 50 employees
Founded 2017
💳 Fintech
☁️ SaaS
🤖 Artificial Intelligence
💰 $4.8M Series A on 2018-10
Fintech • SaaS • Artificial Intelligence
Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.
• Independently assess the health, performance, and reliability of Canopy systems across assigned Tier 1 and Tier 2 customer sites • Conduct system health reviews covering network performance, coverage, connectivity, hardware functionality, and operational risks • Analyze findings to identify root causes, emerging trends, and reliability risks • Distinguish routine technical issues from systemic problems and issues requiring engineering expertise • Evaluate remediation approaches and develop plans with recommended actions, priorities, resources, and expected outcomes • Determine remediation sequencing and coordinate activities within company guidelines • Recommend preventive measures and system improvements • Advise Customer Success Managers and customer stakeholders on system health, risks, and recommended actions • Translate technical findings into clear, actionable recommendations • Partner with clinical, facilities, and customer technical teams • Coordinate approved remediation plans through solution partners, Field Services Technicians, and internal technical teams • Provide technical direction during remediation activities • Manage technical investigations across multiple customer sites or workstreams • Assess post-remediation results and determine further actions needed • Perform onsite troubleshooting and system validation when necessary • Analyze recurring issues and recommend improvements to reliability, deployment, and remediation processes • Document assessments, root causes, remediation decisions, and validation results • Collaborate with Engineering, Technical Account Support, Deployment, and Professional Services • Provide technical guidance and informal mentorship to Field Services Technicians and solution partners
• 3+ years of experience in field services, technical systems support, hardware deployment, network troubleshooting, or a related technical discipline • Experience in healthcare technology preferred • Ability to independently evaluate moderately complex technical problems, assess alternative approaches, and recommend solutions • Working knowledge of connected hardware systems, network connectivity, system performance, and technical troubleshooting methodologies • Ability to analyze technical information, identify risks and root causes, and translate findings into practical remediation recommendations • Sound judgment in prioritizing issues and determining when escalation is appropriate • Strong communication and consultative skills for technical and nontechnical stakeholders • Ability to coordinate work across internal teams and external partners • Strong analytical skills, attention to detail, documentation, and continuous improvement • Comfort working independently in healthcare environments • Ability to support onsite technical activities, including lifting equipment up to 40 pounds and using ladders safely • Willingness to travel approximately 50% of the time to customer sites across the United States • Willingness and ability to meet customer-site credentialing requirements, which may include vaccinations and drug screening
• Equal opportunity employer committed to diversity and an inclusive environment • Opportunity to lead and shape innovative products • Collaboration with a talented team • Positive impact on the lives of healthcare workers
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