Sales Development Associate

Canopy is seeking a Sales Development Associate to join our quickly growing team!

Canopy is a fintech startup building a tech-driven alternative to platforms like AngelList to allow anyone to form their own investment syndicates and funds. (Think Shopify for investment funds!) Our mission is to democratize access to alternative investments by both empowering emerging fund managers to easily share opportunities, as well as enabling individual investors to confidently invest in private assets through a streamlined and transparent investing experience.

Since running our first deal in January of 2021, Canopy now supports over $100M in assets under management across 100 portfolio companies, providing access to over 2,000 individual investors. If you want to help us build the foundation of tomorrow's private investment network, we welcome you to apply.

About the role

We are looking for a motivated, detailed oriented Sales/Business Development representative to join our growing Sales and Marketing team targeting our venture capital and real estate development prospects. This position will work closely with the Go-to-Market Lead , collaborating to help increase qualified sales activity and help to grow our company’s pipeline. 

Internally, your key responsibility will include lead prospecting and qualifying potential customer’s relevancy and compatibility with our platform. You will also help continuously improve the strategy for lead scoring and optimize sales operations. Externally, you will be a key communicator between potential customers and the sales organization, managing initial communications and extending demo invitations to qualified customer leads. 

Canopy has home offices in both SF and NY,  and is open to remote work on a case by case basis from anywhere in the US!

You will

• Conduct research to prioritize customer leads for sales executives

• Analyzing KPIs throughout the sales funnel and customer maturity process to ensure health of customer segments and flag any gaps

• Assist sale executives with initial customer communications and demo call set up

• Conducting market research to help sales and marketing team strategize for future growth

• Cold and warm emails sends to relevant prospects to spread awareness of Canopy

• Work cross functionally with Marketing, Sales, Operations to optimize internal processes and complete deal execution

• Create external documentation & support materials to expedite customer requests

You have

• Ideally 1-2 years in proactive, outbound sales role in SaaS software or Venture Capital, Finance, or Real Estate Development industry

• Graduated from BA/BS degree from a top-tier university

• Strong organizational skills and the ability to manage multiple projects simultaneously

• Experience working in a fast-paced, self-starter environment

• Exceptional ability to communicate effectively and build relationships with key stakeholders

• Experience or strong knowledge of the Venture Capital or Startup Ecosystem

• Ability to think “outside the box” in terms of sales strategy, ways to further increase sales pipelines

• Track record of being self-motivated and hard working 

• Detailed oriented with ability to move fast

• A desire to learn and build your career with an incredible team! 

Why you should join Canopy

This is a rare opportunity to join a team in the early stages of building the nerve center of the startup ecosystem. At Canopy your work will help bridge the gap between ‘what is’ and ‘what could be’ for a new generation of investors. It's a self-starting environment and for those whom it’s a fit, you’ll find working here a very rewarding environment!

If you don’t tick every box above, we’d still encourage you to apply. We’re building a diverse team whose skills balance and complement one another!