Jobs at Canopy

Provide fast, friendly Tier 1 support for a SaaS practice management product via email, chat, and phone. Troubleshoot issues, escalate appropriately, document solutions, advocate for customers, learn product features and IRS-related workflows, and help improve support processes while using tools like Salesforce and Intercom.

Manage expansion sales for strategic corporate SaaS accounts: drive adoption, negotiate renewals and upsells, forecast pipeline, coordinate cross-functionally, and build the expansion org and processes while championing AI product value.

Own and evolve the GTM tech stack and integration architecture across Marketing, Sales, and Customer Experience. Administer Salesforce and related platforms, build and govern CRM data models and context layers, evaluate and implement AI-powered tooling, lead vendor POCs and rollouts, translate business requirements into scalable automations, and maintain thorough system documentation.

The Director of Account Management will build and lead the Account Management function, focusing on customer retention, expansion, and delivering exceptional client experiences in a B2B SaaS environment.

The Senior Business Systems Manager will design systems, govern integrations, manage programs, and enhance internal systems at Canopy, collaborating with various stakeholders to optimize business processes.

The Strategic Partnerships Director will develop and manage relationships with private equity firms to integrate Canopy's software into their accounting portfolios, handling the full partnership lifecycle and collaborating with internal teams.

Lead end-to-end partnership lifecycle: evaluate and prioritize partner opportunities, build business cases, negotiate commercial terms, scope integrations with Product/Engineering, drive cross-functional launches, and measure adoption, revenue, support burden, and ROI.

Manage and retain self-serve SMB customers by resolving subscription and billing issues, leading customer calls, preventing churn, identifying upsell opportunities, collaborating across teams, and improving processes to drive net revenue retention and product adoption.

As a Senior Full Stack Engineer, you will develop user-facing features, design APIs, manage deployments, and mentor other engineers at Canopy.

The Sales Engineer will collaborate with the Account Management team, deliver product demos, support pre and post-sales, and communicate technical concepts. Responsibilities include customizing demo environments and providing feedback to product teams.

Support customer onboarding by preparing, validating, and migrating data using Excel, in-house tools, and AI. Run test migrations, perform reconciliations and QA, track progress, escalate issues, document mappings and processes, and provide hands-on go-live support to ensure accurate, timely migrations.

Lead design and implementation of a scalable QA automation platform: evolve Python/Pytest frameworks, build AI-driven tooling for test generation, enable ephemeral test environments via IaC and GitHub Actions, implement advanced API validation and observability (Datadog), craft SQL data utilities, and mentor QA engineers across squads.

Close new SMB business through product demonstrations, hit and exceed monthly quotas, master and demo Canopy software, prospect and follow up on leads, align solutions to client needs, overcome objections, and maintain industry knowledge while working hybrid in South Jordan, UT.

Build and run the deal desk function: define policies, review and approve deals, advise Sales on structure and pricing, analyze profitability and ARR impact, streamline processes, align Finance/RevOps/Legal, and produce deal metrics and playbooks to scale operations.

The Senior QA Automation Engineer will build and maintain a testing framework, develop automated tests, participate in the development process, and ensure high code quality through collaboration and AI-driven testing.