• Win new clients. Identify and engage family offices, EAMs, MFOs, and UHNW principals globally. Turn conversations into demos, demos into pilots, pilots into long-term clients.
• Own the full cycle. From first meeting to signed contract – you run the process. You manage your own pipeline, set your own pace, and report directly to the CEO.
• Be the trusted advisor. Canopy isn’t a one-call close. You’ll educate prospects on how data aggregation solves their real pain points – fragmented reporting, manual reconciliation, lack of portfolio-level visibility – and position Canopy as essential infrastructure for modern family offices, EAMs, and MFOs.
• Expand our footprint. We already serve clients across Singapore, Hong Kong, ASEAN, the Middle East, and Europe. You’ll help us go deeper in existing markets and open new ones – supported by strong client references and a growing global reputation.
• Leverage AI in your workflow. Use AI-powered tools for prospect research, client intelligence, and market analysis. You’ll have access to cutting-edge AI capabilities that most sales teams won’t see for years – and your feedback will help us build the next generation of AI-driven sales tools.