Director of Account Management

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.

We recently secured $70M in Series C funding to help us fulfill that mission.

We are hiring a Director of Account Management to build and lead the next evolution of our customer-facing organization. You ll have the opportunity to continue to build the Account Management function, 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).

• Build, lead, mentor, and scale the Account Management team from the ground up.
• Establish the Account Management strategy, including customer segmentation, engagement models, renewal and expansion motions, and success metrics.
• Own customer retention and expansion outcomes, partnering with 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 Rev Ops 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.

• 8+ years of experience in Account Management or Sales in a B2B SaaS environment.
• 5+ years of experience leading Account Management or Sales teams; experience building a team from scratch strongly preferred.
• Strong understanding of SaaS customer life cycles, 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.

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

Flexible Paid Time Off and company holidays; comprehensive health benefits including Medical, Dental, Vision, and an HSA Match; a 401(k) plan with company match; mental health resources; paid new parent leave; supplemental benefits including life insurance and disability coverage; and programs that support recognition, company events, and employee development.

We approach our work with the following values:
Own, Win, Do Good, and Embrace Curiosity & Candor. We focus on outcomes, delighting customers, acting with integrity, and providing honest feedback.

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy: a mutual fit review, a 20-minute phone call with the People Team, a 45–60-minute video or in-person interview with the Hiring Manager, 1–3 rounds of interviews depending on the role, and a final interview. The People Team will provide a role-specific overview during your first phone call.

Remember, this is your interview too. We encourage you to bring questions to each interview. Canopy is an equal-opportunity employer. We provide equal employment opportunities to all applicants regardless of race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or…