Canopy · 7 hours ago
SMB Account Executive
South Jordan, UT
Full-time
Hybrid
Entry Level
1+ years expCanopy is a fast-growing SaaS company in South Jordan, Utah, focused on building efficient software for accounting firms. The SMB Account Executive role involves closing new business, managing client relationships, and demonstrating the Canopy software to prospective clients.
AccountingBillingCRMDocument ManagementPaymentsProject ManagementSoftware
Responsibilities
Successfully close new business through demonstrations
Master the Canopy software & portray your knowledge to prospective clients
Proactively keep up to date with our industry & the technology landscape
Achieve & exceed your monthly quotas
Align our solutions with the prospect’s business objectives & needs
Successfully manage & overcome objections
Teach prospective clients to think in different, paradigm-shifting ways
Qualification
Required
1+ years of sales or related experience
Bachelor's degree in business related field
Experience working with clients and the ability to close deals
Ability to demo products to clients
Team player with an excellent attitude and work ethic
Goal-oriented
Strong communication and interpersonal skills
Witty or funny, or not, but you connect with people quickly
Motivated to fast-forward your career
Experienced and organized working with a sales tech stack
Ability to follow processes, but also make recommendations
Preferred
Experience in tax and accounting
Experience working with Salesforce.com
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
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
Business Wire
2026-01-16
2025-12-18
invc.news
2025-12-10
Company data provided by crunchbase