
11 - 50 employees
Founded 2017
π³ Fintech
βοΈ SaaS
π€ Artificial Intelligence
π° $4.8M Series A on 2018-10
Fintech β’ SaaS β’ 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 optβin 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 clientsβ reporting and oversight needs without adding headcount.
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11 - 50 employees
Founded 2017
π³ Fintech
βοΈ SaaS
π€ Artificial Intelligence
π° $4.8M Series A on 2018-10
Fintech β’ SaaS β’ 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 optβin 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 clientsβ reporting and oversight needs without adding headcount.
β’ Own end-to-end installation outcomes, ensuring every customer goes live on schedule operationally prepared, and confident in the Canopy platform. β’ Establish and enforce installation quality standards, methodologies, and best practices across all RTLS installations. β’ Define and monitor key performance indicators (KPIs) for installation efficiency, quality, cost, and customer satisfaction. β’ Develop and maintain installation playbooks, standard operating procedures, and training materials. β’ Ensure compliance with healthcare regulations, safety standards, and customer requirements across all sites. β’ Drive continuous improvement initiatives based on installation data, lessons learned, and industry best practices. β’ Translate field insights into improvements across product, installation methodology, customer readiness, and overall service delivery. β’ Lead a distributed team of Deployment Leads and Field Service Technicians. β’ Provide hands-on coaching, performance management, and career development support for direct reports. β’ Foster a culture of accountability, quality, and continuous improvement within the installation organization. β’ Conduct regular performance reviews and establish clear success metrics for all team members. β’ Travel to customer sites to support critical installation, reinforce quality standards, and develop team capability in the field.
β’ 8+ years of experience in installation operations, field services management, or technical implementation leadership. β’ Demonstrated experience leading managers, field service teams, installation teams, or installation organizations across multiple concurrent customer programs. β’ Proven track record establishing and scaling installation operations in a technology or healthcare technology environment. β’ Strong vendor management experience, including contract negotiation and performance management. β’ Demonstrated expertise in workforce planning, resource optimization, and scheduling across distributed teams. β’ Excellent analytical skills with ability to define, track, and drive improvement in operational KPIs. β’ Experience implementing process improvement methodologies and driving organizational change. β’ Exceptional communication and stakeholder management skills, with ability to influence across all organizational levels. β’ Strong business acumen with experience managing budgets and cost optimization. β’ Healthcare technology or RTLS installation experience is strongly preferred. β’ Familiarity with healthcare regulations, facility operations, and clinical workflows.
β’ Flexible work arrangements β’ Professional development opportunities
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