Director of Account Management

Director of Account Management

Canopy, South Jordan, UT

About Us

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. And we just secured $70M in Series C funding to help us fulfill that mission.

Click here to see why our clients (and investors) 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

The Opportunity

We are hiring a Director of Account Management to build and lead the next evolution of our customer-facing organization. This is the first role of its kind at Canopy. You'll have the opportunity to build the Account Management function from the ground up, define processes, shape the customer journey, and scale a growing team of high-performing Account Managers.

Account Management plays a critical role in helping our customers unlock the full value of our Practice Management Suite. In this role, you'll be responsible for retention, expansion, customer health, and delivering exceptional client experiences. We're looking for someone who is strategic, scrappy, and energized by building new programs, systems, and teams. You should be deeply familiar with B2B SaaS, passionate about customer success outcomes, and excited to leverage AI-driven workflows to increase team efficiency, predict customer needs, and elevate account performance.

This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You'll Do

• 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.

What We're Looking For

• 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.

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

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

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 ourselves & each other accountable.

Win - we win by delighting our customers with the very best products and services.

Do Good - we work hard to be good people

Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

To learn more about us & our values, click here.

Interviewing @ Canopy

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it's a mutual fit
• 20-minute phone call with the People Team
• 45-60-minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews, depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call.

Remember: This is your interview too We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews-our hiring teams will always make sure to save time for questions at the end

Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.

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