Canopy is an accounting practice management software that simplifies your firm so you can help more clients. 

Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. 

With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. 

Everything we do revolves around improving the quality of life for accounting and tax professionals.

Canopy

Account Executive

• Lead customer introduction and demo calls
• Coordinate handoff to Customer Success & streamline communication with Ops team
• Design and produce sales collateral
• Support pipeline & lead-generation workstreams
• Collaborate with leadership team to create a comprehensive sales strategy
• Communicate with Syndicate leads to support edge case queries and any product related questions
• Work cross functionally with Finance, Engineering, product, legal, & many others to optimize internal processes and complete deal execution
• Learn the venture financing business inside-out, from the ground up

Senior Account Executive

Sales Development Rep

• Conduct research to prioritize customer leads for sales executives
• Analyzing KPIs throughout the sales funnel and customer maturity process
• Assist sale executives with initial customer communications and demo call set up
• Conducting market research to help sales and marketing team strategize for future growth
• Cold and warm emails sends to relevant prospects to spread awareness of Canopy
• Work cross functionally with Marketing, Sales, Operations to optimize internal processes and complete deal execution
• Create external documentation & support materials to expedite customer requests

Sales Development Associate

Product Designer

• Lead design initiatives and advocate for users• Work closely between functional owners and engineers on impactful projects• Prepare handoff-ready design mockups that are both beautiful and intuitive to use• Set the stage for long-term design strategy with feedback from engaged customers• Champion design as a key business function alongside other departments

Canopy Jobs in New York City

Canopy

Senior Account Executive

Canopy

Sales Development Associate

Canopy

Founding Product Designer

Canopy