SMB Account Executive
Canopy(29 days ago)
About this role
An SMB Account Executive at Canopy represents the company to small and medium accounting firms and supports adoption of the Practice Management Suite. The role is part of a fast-growing SaaS team focused on modernizing software for accounting practices. This is a full-time, hybrid position based in South Jordan, UT with specified in-office days.
Required Skills
- Close Deals
- Product Demos
- Software Mastery
- Industry Knowledge
- Meet Quotas
- Align Solutions
- Objection Handling
- Prospecting
- Client Management
- Sales Tech
+5 more
Qualifications
- Bachelor's Degree in Business
About Canopy
getcanopy.comCanopy is a cloud-based practice management platform built for accounting and tax firms. It combines CRM, document management, a client portal app, workflow automation, payments, time tracking, and billing into a single system. The product centralizes client communication and documents to streamline onboarding, tax season, and day‑to‑day firm operations while enabling secure payments and invoicing. Canopy positions itself as a leading practice management solution for firms seeking to automate processes and improve client service.