About Canopy
Canopy is a Singapore-headquartered wealth data aggregation and insights platform that helps high-net-worth individuals (HNWIs) and wealth professionals make better investment decisions with anonymized financial data.
Our cutting-edge wealth management technology enables seamless account aggregation, portfolio analytics, and client reporting, delivering value to Family Offices, HNWIs, Wealth Managers, External/Independent Asset Managers, Private Bankers, Trustees, and Fiduciaries.
We specialize in:
✅ Data aggregation & standardization – Collecting financial data from custodians, banks, brokers (PDFs, CSVs, APIs, SWIFT).
✅ Reconciliation & enrichment – Ensuring accurate, cleansed, and structured data for analysis.
✅ Analytics & reporting – Providing real-time insights into asset allocation, portfolio performance, and risk management.
Our vision is to become a world-class financial digital enabler in wealth management, empowering clients globally. We make financial data aggregation effortless and provide deep insights that drive informed decision-making.
Backed by leading global VCs and family offices, Canopy secured fresh funding in 2023 and 2024 and is now on the cusp of exponential growth. We're looking for entrepreneurial talents to join us on this journey.
We’re a lean, high-impact team looking for a motivated and versatile Business Analyst (Sales Enablement and GTM Support) to support our commercial team’s success by managing and optimizing the internal tools and knowledge systems that drive our client acquisition and onboarding process. You will play a hybrid role across product knowledge, content creation, and internal tooling to support both pre-sales and post-sales enablement.
Sales Enablement (Go-to-Market Focus):
- Develop, manage, and optimize pitch decks, product brochures, battle cards, one-pagers, FAQs, and proposal templates tailored to different client segments (e.g. family offices, banks, intermediaries).
- Collaborate with marketing to ensure message-market fit and campaign consistency. Work with products to translate features into customer-centric value narratives.
- Maintain a central source of truth for sales playbooks, product messaging, pricing guidelines, case studies, and competitor comparisons.
- Analyze sales data and feedback to identify blockers in the sales process and recommend improvements
Internal Tools & Systems Support:
- Maintain and improve internal sales tools (e.g. HubSpot CRM, Notion wiki, sales playbooks, proposal templates). Create guided workflows, templates, and dashboards to support sales reps in tracking deals and activities.
- Document and standardize internal processes related to lead management, proposal generation, and client onboarding
- Liaise with product and data teams to ensure the accuracy of technical documentation and application-level insights
- Support reps during complex deals with custom content, data sheets, RFP responses, and stakeholder mapping. Analyze past won/lost deals to refine sales playbooks.
Requirements:
- 2+ years of experience in B2B SaaS, preferably in a sales, sales ops, or enablement function
- Familiarity with financial services, fintech, or wealth management space is a strong plus
Excellent written and visual communication skills
Structured thinker with attention to detail and ability to distill complex products into simple, persuasive narratives - Experience with tools like HubSpot, Notion, Google Slides, and CRM automation
- Highly collaborative, self-motivated, and able to manage multiple projects at once
