Join Our Team  and build the future of investing

About the job

Canopy is seeking a Customer Success Manager 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 Customer Success team, you will play a key role in supporting and improving the full customer experience.  Internally, you will work with various cross-functional teams to help our clients execute deals and optimize platform usage.

Externally, you will be a trusted product expert, helping Emerging Fund managers start syndicates and venture funds, and enabling  individual investors to easily invest in private assets!

Canopy is open to in-office work in either SF or NY, as well as remote work on a case by case basis!

You will:

• Diagnose customer inquiries and champion product developments based on customer feedback/activity
• Onboard fund managers through various communication channels (Zoom, Slack, Email) 
• Establish and maintain relationships with fund managers to improve retention efforts
• Communicate with both individual and institutional investors to onboard and support their investments
• Work cross functionally with Finance, Engineering, Product, Legal, & many others to optimize internal processes and complete deal execution
• Create external documentation & support materials to expedite customer requests
• Learn the venture financing business inside-out, from the ground up

You have:

• 2+ years of experience in customer success or similar customer facing role
• Experience working in a fast-paced, self-starter environment
• Exceptional ability to communicate effectively and build relationships with key stakeholders
• A deep understanding of customer concerns and ability to troubleshoot as needed
• Strong interpersonal skills and thrive in a team setting
• Confidence to deliver and receive feedback  
• Passion for optimizing existing processes & supporting the product roadmap
• 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!

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!

About the job

Canopy is seeking a Sales Development Associate 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:

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!

About the job

Canopy is seeking a Senior Founding Product Manager 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 $150M in assets under management across 250 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 founding product manager to lead product conversations at Canopy. As our first product manager, you will be given significant ownership over the product, strategy, and new feature roadmap at Canopy. 

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:

• Help build out the product function at Canopy from the ground up

• Align with stakeholders to appropriately identify pain points, scope out new features, and answer product questions

• Move quickly in a fast paced environment, creatively solving user needs while working around existing limitations.

• Set and manage priorities across product, engineering, operations, and legal

• Work closely with engineers to translate business requirements into actionable next steps.

• Balance engineering, design, legal, and process considerations to ensure that a consistent and high standard of excellence is maintained across the app.

• Drive the product roadmap & strategy for the business

You have: 

• 3+ years of experience in product management

• Domain expertise: Experience working in fitech, venture capital, or managing relevant workflows (payments, legal product, crm, etc)

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

• Past experience of displaying taking ownership over projects and products.

• Experience driving an idea from start to finish.

• The ability to overcome obstacles and deliver outcomes around technical and legal limitations

• 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!

About the job

Canopy is seeking a founding product designer to join our quickly growing 12+ person 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 1,500 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 our first product design hire, your ability to lead design initiatives and advocate for users will play a major role in establishing design as a critical function on the team.

Starting day one, you will work closely between functional owners and engineers on hugely impactful projects, helping to prepare handoff-ready design mockups that are both beautiful and intuitive to use.

Over a course of the next 6 months, your eye for consistent design systems combined with the feedback from our engaged customers will help set the stage for our long-term design strategy, guiding everything from how existing users interact with the product, to the branding and creative work that draws in new customers.

You will:

• Champion design as a key business function alongside sales/marketing, engineering, legal, and operations concerns.

• Influence critical design decisions by bringing a systematic and visual eye to the Canopy investing experience.

• Become a leading voice in charting the future of Canopy Design.

• Train the team to effectively speak to design processes, design goals, and interpret design feedback from our customers.

• Iterate on existing products and invent new ones, crafting rational, elegant, and delightful solutions to complex problems.

• Introduce consistency by collaborating on an initial design system guided by web and mobile client-side design best practices.

• Learn the venture financing business inside-out, from the ground up.

You have:

• 3+ years of design experience within product design, design systems, or UI/UX.

• A mastery of design and prototyping tools, including but not limited to: Sketch, Figma, Illustrator, Photoshop, etc.

• A strong eye for design, with the ability to distinguish the specific elements that go into creating delightful, beautifully crafted interfaces and design assets.

• The ability to evaluate your own work and clearly communicate tradeoffs and design decisions to a team of non-designers.

• You can thrive in ambiguous circumstances and have the capacity to both context-switch on demand and quickly find the answer to most questions on your own.

• A founder mentality. You are low ego and willing to roll your sleeves up and do whatever needs to be done to help the team succeed.

• Experience with prototyping as a means to communicate design solutions.

• A proven track record of delivering impactful and beautiful products that customers love.

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!