Sales Engineer

External

Canopytax · South Jordan, UT

Full-timeOn-siteToday

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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! We're looking for a Sales Engineer to join us. You'll work side by side with our Account Management team to show off our Accounting Practice Management software when there are opportunities to grow within our existing customer base. This is a hands-on, customer-facing role where you'll get to dive deep into the product, run tailored demos, and help firms see the impact Canopy can make. We're looking for someone who's confident working independently but also enjoys teaming up with others. This is a hybrid position available for candidates based in Utah only.

Requirements

3+ years of experience in a client-facing pre-sales or post-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 CX, 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.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Bonus Points If You Have:

Accounting background

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 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.

Our Values:

We approach our work every day with a few things in mind:

🔑 Own - we own this place! We focus on outcomes, holding ou

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