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The role involves managing sales operations, optimizing CRM systems, implementing AI tools, ensuring data integrity, and providing insights to enhance sales productivity.

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.

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.

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.

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.