
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.
🔥 0 minutes ago
Where this job comes from
Posted on Canopy's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

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.
• Partner with Account Executives on enterprise and strategic deals, joining calls and site visits to lead the technical conversation • Lead technical discovery of prospects' network, IT, and security environments, including wireless infrastructure, identity management, and existing EHR or RTLS systems • Serve as the primary technical point of contact for IT, information security, and CISO stakeholders during the sales process • Complete security questionnaires and technical RFP sections, and support architecture reviews with security and engineering teams • Translate customer technical requirements into clear input for product and engineering • Support the technical handoff from sales to implementation and customer success • Manage proofs of concept and provide technical depth on architecture, security, and integration questions • Report to the SVP of Sales
• 5+ years of experience as a sales engineer, ideally in healthcare; RTLS experience a strong plus • Background in IT, information security, or working directly with CISOs and security teams • Experience with IoT devices and network architecture, including wireless infrastructure and device provisioning • Comfort presenting to clinical and IT end users, CISOs, and other executives • Ability to address architecture, security, and integration questions while keeping conversations accessible to non-technical stakeholders • Strong track record completing security questionnaires and supporting technical RFP responses • Self-motivated and effective working remotely • Willingness to travel for customer meetings and site visits
• Remote work arrangement • Travel for customer meetings and site visits • Opportunity to join a high-growth, venture-backed company • Meaningful impact on healthcare worker safety • Work alongside passionate teammates on complex technical challenges
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