Sales Engineer; Solutions Engineer

Overview

Sales Engineer (Solutions Engineer) – Canopy, South Jordan, UT

Canopy is a fast-growing SaaS company 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, with a focus on delighting customers, solving problems, and being good people along the way.

Hybrid position available for candidates based in Utah only.

We’re looking for a Sales Engineer to join as the first person in this role. You’ll work side by side with Account Executives to demonstrate Canopy’s Accounting Practice Management software in a way that resonates with prospective customers. This is a hands-on, customer-facing role where you’ll dive deep into the product, run tailored demos, and help firms see the impact Canopy can make.

You should be comfortable working independently as well as with others.

• Partner with Account Executives to support the full sales cycle, focusing on technical validation and solution alignment.
• Deliver compelling, tailored product demonstrations using prospect data, workflows, and relevant case studies.
• Rapidly build deep expertise in Canopy’s platform and the accounting practice management industry, staying current on trends, workflows, and competitor solutions.
• Translate complex product capabilities into clear, outcome-driven stories for accounting firm leaders.
• Configure and customize demo environments to showcase client-specific use cases and solve prospect challenges.
• Collaborate with Sales, Product, and Marketing 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 prospects to Product and Customer Success teams to influence roadmap and onboarding improvements.
• Continuously improve demo delivery by incorporating feedback from AEs, prospects, and internal stakeholders.
• Work closely with Product and Marketing to ensure the voice of the prospect is heard and messaging remains consistent.

• 3+ years of experience in a client-facing pre-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 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.

• Accounting background

🌴 Flexible Paid Time Off - you’re actually encouraged to use it, 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 - Impact Suite & Employee Assistance Program (EAP) for all employees

👶 Paid New Parent Leave & Birthing Parent Leave - to care for your little ones

➕ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage

🌟 Nectar - peer-to-peer recognition program

🥳 Company Events - including monthly company-wide meetings, summer parties, and more

💡 ERG Committees - for continuing education, community outreach, recruiting, onboarding, and more

☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian?…