Senior Account Executive

About the job

Canopy is seeking a Senior Account Executive to join our quickly growing team!

About Canopy :

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 :

As an early member of the sales team, you will play a key role in the expansion of the Canopy customer base and in the develop of our sales processes. Internally you will work closely with Sales Leadership team to report and analyze sales performance and to form new sales strategies.

Externally you will work closely with potential clients and partners, getting them onto and active on the Canopy platform.

Canopy has 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 :

Lead customer introduction and demo calls

Coordinate handoff to Customer Success & streamline communication with Ops team

Design and produce sales collateral

Support pipeline & lead-generation workstreams

Collaborate with leadership team to create a comprehensive sales strategy

Communicate with Syndicate leads to support edge case quieres and any product related questions

Work cross functionally with Finance, Engineering, product, legal, & many others to optimize internal processes and complete deal execution

Learn the venture financing business inside‑out, from the ground up

You have :

5+ years of experience in sales

Experience working in a fast‑paced, self‑starter environment

The ability to think outside the box and take initiative

Exceptional ability to communicate effectively and build relationships with key stakeholders

A deep understanding of customer concerns and ability to troubleshoot as needed

Strong leadership and interpersonal skills and thrive in a team setting

Confidence to deliver and receive feedback

Passion for optimizing existing processes & supporting our growth goals

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!

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