Canopy · 3 months ago
Sales Engineer (Solutions Engineer)
South Jordan, UT
Full-time
Hybrid
Mid Level
3+ years expCanopy is a fast-growing SaaS company based in South Jordan, Utah, focused on providing modern software solutions for accounting firms. They are seeking a Sales Engineer to work closely with Account Executives, delivering tailored product demonstrations and supporting the sales cycle with technical expertise and solution alignment.
AccountingBillingCRMDocument ManagementPaymentsProject ManagementSoftware
Responsibilities
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
Qualification
Required
3+ years of experience in a client-facing pre-sales, solution engineering, or consulting role (SaaS or B2B software preferred)
Ability to quickly learn complex products and communicate technical concepts to non-technical audiences
Strong presentation and storytelling skills with a focus on business outcomes
Comfort configuring and tailoring software demos to address unique client scenarios
Collaborative mindset with proven ability to work cross-functionally with Sales, Product, and Marketing
Excellent written and verbal communication skills, including RFP responses and technical documentation
Curiosity about the accounting and financial services space (experience in or exposure to the industry is a plus)
A proactive, customer-first attitude with a passion for improving processes and driving results
Preferred
Accounting background
Benefits
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.
Company
Canopy
Canopy offers a cloud-based Practice Management solution for Accounting professionals.
201-500 employees
H1B Sponsorship
Canopy has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
$258.03MKey Investors
Viking Global InvestorsTen Coves CapitalAnkona Capital Partners
2025-04-23Series C· $70M
2024-05-08Series C· $35M
2021-12-08Series B· $35M
Leadership Team
Gordon Roylance
Chief Technology Officer
Jordan Ray
Chief Revenue Officer
Recent News
2025-12-18
invc.news
2025-12-10
2025-11-12
Company data provided by crunchbase