SME Sales Engineer

Accounting Subject Matter Expert - Sales Engineer (Solutions Engineer)
Canopy, South Jordan, UT 

About Us

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. 

We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. 

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

The Opportunity:

We’re looking for a Sales Engineer to join us. You’ll work side by side with our Account Executives to show off our Accounting Practice Management software in a way that clicks with prospective customers. This is a hands-on, customer-facing role where you’ll get to dive deep into the product, run tailored demos, and help firms see the impact Canopy can make.

This role is ideal for an accounting professional who’s ready to pivot into a client-facing technology role. We’re seeking someone who has spent 3+ years working in a mid-sized accounting firm and understands firm workflows, client management, and the challenges accountants face day to day. You’ll become a Subject Matter Expert (SME) on accounting firm operations and use that knowledge to deliver compelling product demos, help shape messaging, and guide prospective customers through how Canopy can transform their practices.

This is a hybrid position available for candidates based in Utah only.

What You’ll Do:

• Partner with Account Executives to support the full sales cycle, with a focus on technical validation and solution alignment.
• Deliver compelling, tailored product demonstrations that leverage prospect data, workflows, and relevant case studies.
• Rapidly build deep expertise in Canopy’s platform and the accounting practice management industry, staying current on trends, workflows, and competitor solutions.
• Translate complex product capabilities into clear, outcome-driven stories that resonate with accounting firm leaders.
• Configure and customize demo environments to showcase client-specific use cases and solve prospect challenges.
• Collaborate with Sales, Product, and Marketing teams to refine demo scripts, competitive positioning, and technical proof points.
• Serve as a trusted advisor by answering technical questions, addressing objections, and ensuring prospects understand value realization.
• Assist in RFP responses and technical documentation when required.
• Provide structured feedback from prospects to Product and Customer Success teams to influence roadmap and onboarding improvements.
• Continuously improve demo delivery by incorporating feedback from AEs, prospects, and internal stakeholders.
• Work closely with Product and Marketing leaders to ensure the voice of the prospect is being heard and messaging remains consistent.

What We’re Looking For:

• 3+ years of experience working at a mid-sized or large accounting firm, ideally in a client-facing, technology, or operations role.
• Strong understanding of accounting firm workflows, client service models, and team collaboration tools.
• Passion for technology and a desire to transition into a SaaS-focused sales engineering or demo-focused role.
• Excellent communication and presentation skills, with the ability to translate accounting processes into relatable technology solutions.
• Natural curiosity and comfort learning new software quickly.
• Collaborative, team-oriented mindset—comfortable partnering with Sales, Product, and Marketing teams.
• A proactive, customer-first attitude with a drive to help accounting professionals work smarter through innovative software.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Bonus Points If You Have:

• Worked in our Canopy software at your firm

Why You Want to Work Here:

🌴 Flexible Paid Time Off - you’re actually encouraged to use, plus 10 company holidays! 

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. 

💰 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

🧠 Mental Health -  all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

👶 Paid New Parent Leave & Birthing Parent Leave - so you’re able to care for your little ones.

➕ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.

🌟 Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!

🥳 Company Events - including monthly company-wide meetings, summer parties, and more.

💡 ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered. 

Our Values:

We approach our work every day with a few things in mind:

🔑 Own - we own this place! We focus on outcomes, holding ourselves & each other accountable.

🏆 Win - we win by delighting our customers with the very best products and services.

👍 Do Good - we work hard to be good people!

💡 Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

To learn more about us & our values, click here.

Interviewing @ Canopy:

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit! 
• 20-minute phone call with the People Team
• 45-60-minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews, depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call. 

Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end! 

Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.