Business Development & Sales:
- Proactively prospect, identify, and target potential Canopy clients through various channels, including personal network, cold outreach, partnerships and referrals and bring them to a close
- Attend relevant business networking events and conferences where Canopy’s clientele will be at, engaging in new conversations with potential Canopy clients to expand our footprint within the wealth management tech sector.
- Canopy's clientele are Family Offices, Wealthy Families / Individuals, Wealth Managers, External / Independent Asset Managers, Private Bankers, Trustees, Fiduciaries
- Effectively manage and update the sales pipeline. Accurately forecast sales revenue and provide regular reports on sales performance and progress towards targets.
- Identify growth opportunities and areas for improvement in the sales process
Client Segmentation/ Market Research:
- Build a deep understanding of the product, client’s pain points, client journey, target markets, and competing alternatives
- Collaborate with internal teams to ensure a smooth sales process and successful implementation of our solution
- Stay abreast of industry trends and market developments to effectively position our offerings and drive value for clients.
- Any ad hoc project and task as assigned by the management
- Hunter sales; Proven experience in business development, sales, or account management, preferably in the Financial Services/ Wealth Management or FinTech sector
- Understanding of the enterprise software market, particularly within the financial services industry
- Excellent communication and interpersonal skills, with the ability to build rapport and establish credibility with clients
- Instinctually able to connect and engage with a diversity of personalities to advance commercially oriented conversations
- High energy, adaptable, positive, empathetic, with a strong moral compass
- Fluent proficiency in Mandarin and business proficiency in English is preferred to liaise with stakeholders both in China and globally.
- Ability to work in a fast paced, startup team environment
- Strong commercial acumen with a demonstrated ability to drive revenue growth
- Strong customer-facing and presentation skills with the ability to establish credibility with senior financial executives
- Excellent technical skills or ability to quickly learn and communicate technical concepts
- Self-Motivation, the ability to make a high volume of calls and touches, the ability to close, persistence, consistency and great time-management
- Familiarity with the systems development life cycle is advantageous
- Learning and self-development opportunities through online courses and knowledge sharing sessions
- Medical Benefits (Inpatient, Outpatient (GP & SP), Dental, GPA)
- Life Insurance and AD&D coverage
- Team lunches and social events
- Be part of a globally distributed team of high-performing individuals
- Opportunity to work closely with senior stakeholders and
- Positive environment, attractive incentive structure OTE
