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 conversationsRequirements 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 demosBonus 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