Business Development Representative (BDR)

• 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