Business Development Representative (BDR)
Job Description
- 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
- 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
More Info
Key Skills
About Company
Skills:
Hubspot, LinkedIn Sales Navigator, CRM Tools, sales engagement platforms, Outreach, SalesLoft
Skills:
Hubspot, Saas, cold emailing sequences, Sales Development, Business Development, CRM Tools, cold calling, B2B tech, LinkedIn Sales Navigator
Skills:
Consultative Selling, Sales, Business Development, CRM