Director of Account Management jobs in United States
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Canopy · 3 weeks ago

Director of Account Management

positionSouth Jordan, UT
timeFull-time
remoteHybrid
seniorityLead/Staff, Director/Executive
date5+ years exp

Canopy is a fast-growing SaaS company in South Jordan, Utah, focused on revolutionizing the accounting space with user-friendly software. They are seeking a Director of Account Management to build and lead the Account Management function, ensuring customer retention, expansion, and exceptional client experiences.

AccountingBillingCRMDocument ManagementPaymentsProject ManagementSoftware
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Growth Opportunities

Responsibilities

Build, lead, mentor, and scale the Account Management team from the ground up
Establish the Account Management strategy, including customer segmentation, engagement models, renewal & expansion motions, and success metrics
Own customer retention and expansion outcomes, partnering with Customer Experience, Sales, Product, Support, and Marketing to deliver a seamless customer experience
Develop data-driven processes to monitor account health, anticipate risks, and identify growth opportunities
Implement and optimize AI-driven workflows to improve forecasting, customer insights, team efficiency, and communication quality
Meet regularly with strategic accounts to understand goals, deepen relationships, and drive continued product adoption
Collaborate cross-functionally to advocate for customer needs and inform product roadmap priorities
Work with RevOps to build reporting, dashboards, and forecasting models to track team performance and KPIs
Create training, playbooks, and onboarding programs to support AM team growth and quality
Establish a culture of accountability, continuous improvement, and excellent customer stewardship

Qualification

B2B SaaS experienceAccount Management leadershipCustomer retention strategiesAI tools utilizationData-driven processesSaaS customer lifecyclesPeople development skillsCommunicationStrategic thinking

Required

5+ years of experience in Account Management in a B2B SaaS environment
2+ years of experience leading Account Management teams; experience building a team from scratch strongly preferred
Strong understanding of SaaS customer lifecycles, renewal and expansion motions, and account health measurement
Proven experience owning retention, churn mitigation, and expansion targets
Ability to leverage AI tools (e.g., for forecasting, insights, automation, and communication augmentation) to enhance team performance
Excellent leadership, coaching, and people development skills
Strong strategic thinking, operational rigor, and a bias toward action
Exceptional communication and relationship-building abilities
Bachelor's degree or equivalent experience

Preferred

Experience working with accounting, fintech, or workflow automation products
Experience leading teams through rapid scale or high-growth environments

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

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Canopy offers a cloud-based Practice Management solution for Accounting professionals.
dateFounded in 2014
location
Draper, Utah, USA
people-size201-500 employees
web-link
https://www.getcanopy.com

Funding

Current Stage
Growth Stage
Total Funding
$258.03M
Key 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

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Gordon Roylance
Chief Technology Officer
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Jordan Ray
Chief Revenue Officer
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Recent News

Business Wire
Canopy Launches Tools to Bring Order to Pricing and Capacity Chaos
2025-12-18
invc.news
Beanstalk Raises $2M in Seed Funding
2025-12-10
Business Wire
Canopy Unveils Interactive Community to Help Firms Learn, Collaborate, and Grow
2025-11-12
Company data provided by crunchbase