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Sales Engineer
Canopy
- South Jordan, Utah, United States
- South Jordan, Utah, United States
Über
We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite, focusing on delighting customers, spotting and solving problems, and being good people along the way.
The Opportunity We’re looking for a Sales Engineer to join us. You’ll work side by side with our Account Management team to showcase our Accounting Practice Management software during opportunities to grow within our existing customer base. This hands‑on, customer‑facing role allows you to dive deep into the product, run tailored demos, and help firms see the impact Canopy can make.
What You’ll Do
Partner with Account Managers and Account Executives to support pre‑ and post‑sales, primarily post‑sales, focusing on technical validation and solution alignment.
Deliver compelling, tailored product demonstrations that leverage client and prospect data, workflows, and case studies.
Rapidly build deep expertise in Canopy’s platform and the accounting practice management industry, staying current on trends and competitor solutions.
Translate complex product capabilities into clear, outcome‑driven stories that resonate with accounting firm leaders.
Configure and customize demo environments to showcase client‑specific use cases and solve prospect challenges.
Collaborate with Account Management, Sales, Product, and Marketing teams to refine demo scripts, competitive positioning, and technical proof points.
Serve as a trusted advisor by answering technical questions, addressing objections, and ensuring prospects understand value realization.
Assist in RFP responses and technical documentation when required.
Provide structured feedback from clients to the Product team to influence roadmap and onboarding improvements.
Continuously improve demo delivery by incorporating feedback from AMs, sales, clients, and internal stakeholders.
Work closely with Sales, CX, Product, and Marketing leaders to ensure the voice of the client is heard and messaging remains consistent.
What We’re Looking For
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 focused 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 or exposure is a plus).
A proactive, customer‑first attitude with a passion for improving processes and driving results.
Bonus Points If You Have
Accounting background.
Why You Want to Work Here
Flexible paid time off with 10 company holidays.
Health benefits including Medical, Dental, Vision, and HSA Match.
401(k) matching 100% up to 3% of your contribution; immediate eligibility and vesting.
Mental health support with Impact Suite and Employee Assistance Program.
Paid new parent leave and birthing parent leave.
Supplemental benefits: 100% company‑paid Basic Life & AD&D insurance and long & short‑term disability coverage.
Nectar peer‑to‑peer recognition program.
Company events: monthly meetings and summer parties.
ERG committees for ongoing initiatives.
Fully stocked kitchen with various dietary options.
Our Values We approach our work every day with a few principles:
Own – we own this place! We focus on outcomes and hold ourselves and each other accountable.
Win – we win by delighting our customers with the best products and services.
Do Good – we work hard to be good people.
Embrace Curiosity & Candor – we approach everything with curiosity and understand that candor is kindness and gives the gift of feedback.
Act Startup Fast – we always act like a tiny startup: fast, hungry, intense, and scrappy.
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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Sprachkenntnisse
- English
Hinweis für Nutzer
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