Director of Account Management

About the role

Canopy is a fast-growing SaaS company in Draper, 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.

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.

Responsibilities

• 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 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.

Requirements

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

• 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 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.

Qualifications

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

Benefits

• 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) — 100% match up to 3% of your contribution, immediate eligibility with 100% vesting.
• Mental Health — all employees have access to Impact Suite & Employee Assistance Program (EAP).
• Paid New Parent Leave & 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 company-wide meetings, summer parties, and more.
• ERG Committees — for continuing education, community outreach, recruiting, onboarding, and more.
• Fully-stocked kitchen — accommodating various dietary preferences.

Schedule

Hybrid position in Draper, Utah (Monday, Wednesday, Friday in-office).

Values

• 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.

Interview Process

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

• 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!