Strategic Partnerships Director (Private Equity)

About the role

We are hiring a Strategic Partnership Director to own and grow Canopy's relationships with private equity firms that acquire and operate accounting firm portfolios. This is a net-new, high-impact role at the intersection of enterprise sales, channel strategy, and the rapidly evolving PE-backed accounting landscape.

Responsibilities

• Build and manage a pipeline of PE firms actively acquiring or operating accounting firm portfolios, targeting firms across all tiers from large platforms to regional roll-ups.
• Develop and close enterprise partnership agreements that establish Canopy as the preferred or mandated practice management platform across a PE group's accounting portfolio.
• Own the full partnership lifecycle from initial outreach and relationship-building with operating partners, to deal structuring, onboarding coordination, and ongoing expansion.
• Collaborate with Canopy's sales, customer success, and product teams to build a repeatable PE partnership motion: playbooks, onboarding materials, co-sell resources, and portfolio deployment frameworks.
• Serve as the internal voice of the PE channel, bringing market intelligence on portfolio firm needs, competitive dynamics, and technology consolidation trends back to the product and go-to-market teams.
• Track and report on partnership pipeline, ARR influenced, portfolio penetration rates, and expansion metrics.
• Report on metrics to the executive team on how the partnership program is progressing.

Requirements

We're looking for someone with 5+ years of experience in enterprise sales, strategic partnerships, or business development in a SaaS or professional services technology company. You should have demonstrated experience selling into or partnering with Private Equity or Venture Capital firms, accounting firms, or professional services organizations. You need to have strong commercial instincts, exceptional communication and executive presence, and self-direction.

Bonus points if you have

• Direct experience working at or closely with a PE-backed accounting firm or professional services roll-up.
• An existing network within the PE firms actively acquiring accounting practices.
• Familiarity with practice management software.
• Experience structuring portfolio-wide or enterprise license agreements with volume-based or per-firm pricing.

Qualifications

You must have a bachelor's degree and 5+ years of relevant experience. You should have a proven track record of success in enterprise sales, strategic partnerships, or business development. You must have strong commercial instincts, exceptional communication and executive presence, and self-direction. You should also have a proven ability to navigate complex, multi-stakeholder deals and work with operating partners, C-suite executives, and portfolio firm leadership simultaneously.

Skills

You should have excellent communication and negotiation skills, as well as the ability to build and maintain relationships with key stakeholders. You should be able to structure deals, negotiate terms, and close. You should also have a deep understanding of the accounting industry and its evolution under private equity ownership.

Benefits

Canopy offers a range of benefits including flexible paid time off, health benefits, a 401(k) plan, mental health support, paid new parent leave, supplemental benefits, and a peer-to-peer recognition program. We also provide ongoing learning and development opportunities through our ERG committees and a fully-stocked kitchen.

Pay

The salary range for this role is $150,000 - $200,000 annually. The actual salary will depend on your qualifications and experience.

Schedule

This is a hybrid position in South Jordan, Utah (M, W, F in-office) or fully remote for the right candidate.