Business Development Representative

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Canopy

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Research, prospect and qualify named target accounts using a strategic, focused approach that values “quality over quantity” • Research target companies and identify key decision makers to better tailor lead follow-up and outreach. • Deliver compelling, personalized messages and offers to key personas such as the VP of Security, Chief Nursing Officer, and VP of Operations to secure first meetings. • In partnership with demand generation marketing, follow-up with qualified leads generated from the website and marketing campaigns in a timely manner. • Coordinate with sales representatives to align on target accounts, handoff leads, share prospect insights, and prepare for first meetings. • Represent Canopy at conferences and virtual events to engage and qualify prospective customers. • Provide “voice of customer” feedback and competitive insights to sales, marketing and product teams to improve the offering and go-to-market strategy.

🎯 Requirements

• Clinical experience in a hospital or the medical field is strongly preferred • Experience in growing sales pipeline through a targeted account-based outbound approach is a plus • Strong communication, analytical, and listening skills, with a positive and energetic phone presence • Strong work-ethic with a strong sense of ownership, accountability and a desire to continually improve. • Exceptional writing skills and verbal communication skills to engage prospective customers • Strong organizational and time management skills to prioritize daily and weekly activities, specifically following up with leads in a structured manner • Natural teamwork skills to collaborate with marketing and sales colleagues • Passion for having an impact on demand generation and sales growth.

🏖️ Benefits

• None specified