Account Executive, SMB
Canopytax · South Jordan, UT · Posted Jul 8, 2026
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Account Executive, SMB
Canopy, South Jordan, UT
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.
Click here to see why our clients (and investors) love Canopy.
Interested in learning more about Canopy the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!
The Opportunity
As an SMB Account Executive, you will be responsible for closing new business. You will greet qualified opportunities promptly and aren't afraid to drum up new business when needed. You never miss prospect follow-ups and are an exquisite presenter via phone/web. Your clients love trading ideas with you. You show up with the right attitude every day, find satisfaction in a hard day's work, and are eager to keep beating your own personal best. Growing with a dynamite company doesn't sound too bad either.
This is a full-time, hybrid role in South Jordan, UT (Mondays, Wednesdays, Fridays in-office).
What You’ll Do
Successfully close new business through demonstrations.
Master the Canopy software portray your knowledge to prospective clients.
Proactively keep up to date with our industry the technology landscape.
Achieve exceed your monthly quotas.
Align our solutions with prospect’s business objectives needs.
Successfully manage overcome objections.
Teach prospective clients to think in different, paradigm-shifting ways.
What We’re Looking For
1-2+ years of B2B sales experience
Bachelor’s degree in a business-related field
Proven track record of hitting or exceeding quota
Experience prospecting and closing leads
Experience learning and selling into a niche vertical
Ability to demo products to clients
Experience working in a high-growth, startup environment
Team player with growth mindset and strong work ethic
Goal oriented
Strong communication and interpersonal skills
Witty or funny, or not, but you connect with people quickly
Motivated to fast-forward your career
Experienced and organized working with a sales tech stack
Ability to follow processes, but also make recommendations
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
Bonus Points If You Have
Experience in tax and accounting
Proven ability to exceed significant quotas
Experience working with Salesforce.com
Experience at a vertical SaaS company
Background in a High-velocity SMB sales environment
Why You Want to Work Here
🌴 Flexible Paid Time Off - you’re actually encouraged to use, 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 - all employees have access to Impact Suite to our Employee Assistance Program (EAP).
👶 Paid New Parent Leave Birthing Parent Leave - so you’re able to care for your little ones.
➕ Supplemental Benefits - including 100% company paid Basic Life AD D insurance and long short-term disability coverage.
🌟 Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!
🥳 Company Events - including monthly company-wide meetings, summer parties, and more.
💡 ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.
Our Values
We approach our work every day with a few things in mind:
🔑 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.
🚀Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.
To learn more about us our values, click here .
Interviewing @ Canopy
Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:
Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!
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
I…