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