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 • 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