
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.
🕒 July 27
🇺🇸 United States – Remote
💵 $70k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
👻 Ghost score 36%
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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.
• Research, prospect, and qualify named target accounts using a strategic account-based approach • Research target companies and identify key decision makers • Deliver personalized messages and offers to secure first meetings with senior health system executives • Follow up promptly with qualified inbound leads from websites and marketing campaigns • Coordinate with sales representatives on target accounts, lead handoffs, prospect insights, and first-meeting preparation • Represent Canopy at conferences and virtual events to engage and qualify prospective customers • Provide customer feedback and competitive insights to sales, marketing, and product teams • Help develop leads and build the sales pipeline in partnership with marketing and sales teams
• Experience working in healthcare and/or hospitals • Clinical experience in a hospital or the medical field is strongly preferred • Experience growing sales pipeline through a targeted account-based outbound approach is a plus • Strong communication, analytical, and listening skills • Positive and energetic phone presence • Strong work ethic, ownership, accountability, and desire to continually improve • Exceptional writing and verbal communication skills • Strong organizational and time management skills • Ability to prioritize daily and weekly activities and follow up with leads in a structured manner • Ability to collaborate with marketing and sales colleagues • Passion for demand generation and sales growth
Apply Now🕒 July 27
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