Strategic Partnerships & Platform Ecosystem

About the role

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. We aim to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. Click here to see why our clients love Canopy. Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more! Canopy is building the platform layer for modern accounting practice management, and partnerships and integrations are central to that strategy. We are hiring a Senior Manager, Strategic Partnerships & Platform to help build a disciplined, outcome-driven partnership motion across Product, GTM, Engineering, Legal, and Finance. This is a product-commercial hybrid role for someone who can operate comfortably across partner strategy, deal structure, technical scoping, launch planning, and post-launch measurement. You will own the end-to-end partnership lifecycle for key opportunities: evaluating fit, building the business case, helping determine build vs. buy vs. partner, structuring commercial terms, driving internal alignment, shepherding integrations through launch, and measuring whether the relationship is delivering value. This is not a relationship-management role alone. We need someone who can bring structure, judgment, follow-through, and closed-loop ownership to Canopy's growing partner and platform ecosystem..

Responsibilities

• Build and own the framework for evaluating partnership and integration opportunities - criteria, tiers, prioritization logic, and clear recommendations on where Canopy invests or passes
• Lead evaluation of new opportunities across customer value, strategic fit, technical feasibility, GTM impact, and ROI, and bring a clear business case and recommendation.
• Source, structure, and own the commercial workstream for partnerships from early conversations through negotiation and signed agreement.
• Partner with Product and Engineering to scope partnerships and integrations clearly before commitments are made, including integration depth, data flows, UX, support model, and roadmap dependencies.
• Drive cross-functional execution across Product, Engineering, Legal, Security, Finance, Marketing, Sales, and Customer Success to move partnerships from concept to launch.
• Build joint business plans with partners - co-marketing, launch strategy, enablement, adoption goals - and manage active relationships as a credible external point of contact.
• Define success metrics up front, track performance post-launch, close the loop on adoption, revenue, customer value, support burden, and ROI

Requirements

• 7+ years of overall experience, with 4+ years in strategic partnerships, business development, or related product-commercial roles, including ownership of commercial agreements from evaluation through negotiation, launch, and post-launch performance.
• Strong commercial judgment - pricing models, referral structures, revenue share, platform fees, business cases, and ROI measurement.
• Fluency with APIs, integrations, and technical scoping. You don't need to be an engineer, but you should hold your own in technical conversations and earn the trust of Product and Engineering.
• Strong product instincts - the ability to judge whether a partnership solves a real customer problem, advances the roadmap, or creates measurable leverage.
• Strong cross-functional execution and the ability to move work forward and influence decisions across teams without formal authority.
• Experience building joint business plans, partner launch motions, or adoption programs, with clear communication and follow-through from evaluation through measurement.
• SaaS experience required; vertical SaaS, accounting technology, fintech, tax, workflow, or platform ecosystem experience strongly preferred.
• Comfortable navigating ambiguity and working independently.
• A sense of humor, empathy, confidence, and humility.
• Hybrid schedule: M,W,F in office and T,Th optional remote
• Bonus Points If You Have:
• Experience in the B2B fintech space and/or an accounting background.
• Background in consulting, corporate strategy, or product analysis.
• Bachelor's Degree in Business, Computer Science, Accounting, or a related field.
• We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
• Why You Want to Work Here:
• 🌴 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 mat

Benefits

Additional Information

Strategic Partnerships & Platform Ecosystem Canopy, South Jordan, UT

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at canopytax? Share your experience