• Identify and qualify new business opportunities within target segments (e.g. family offices, EAMs, private banks).
• Conduct detailed market mapping and research of priority segments to identify potential accounts and key stakeholders.
• Execute outbound outreach via email, LinkedIn, and phone.
• Book and manage qualified meetings.
• Research and segment leads based on Canopy’s Ideal Customer Profile (ICP).
• Engage leads using tailored messaging and report prospect insights to the team.
• Collaborate with Marketing to optimize outreach strategies and content.
• Maintain accurate and timely CRM records of all lead interactions.
• Provide feedback to internal teams based on prospect and market conversations
Requirements
• 0–3 years of experience in a BDR, SDR, or client-facing role (experience in fintech, SaaS, or private wealth preferred).
• Strong interest or understanding of financial services, wealth management, or technology.
• Proactive communicator who is organized, resilient, and goal-oriented.
• Strong writing and verbal communication skills in English.
• Able to learn product features and confidently deliver introductory demos.
Bonus Points
• Familiarity with CRM and sales tools such as HubSpot, LinkedIn, or similar.
• Prior exposure to private banking or family office networks.
• Additional languages (e.g., Mandarin) are a plus.
• Experience in a startup or fast-paced tech environment