Sales Engineer

Canopy•South Jordan, UT

11h•Hybrid

About The Position

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’re looking for a Sales Engineer to join us. You’ll work side by side with our Account Management team to show off our Accounting Practice Management software when there are opportunities to grow within our existing customer base. This is a hands-on, customer-facing role where you’ll get to dive deep into the product, run tailored demos, and help firms see the impact Canopy can make. We’re looking for someone who’s confident working independently but also enjoys teaming up with others. This is a hybrid position available for candidates based in Utah only.

Requirements

3+ years of experience in a client-facing pre-sales or post-sales, solution engineering, or consulting role (SaaS or B2B software preferred).
Ability to quickly learn complex products and communicate technical concepts to non-technical audiences.
Strong presentation and storytelling skills with a focus on business outcomes.
Comfort configuring and tailoring software demos to address unique client scenarios.
Collaborative mindset with proven ability to work cross-functionally with CX, Sales, Product, and Marketing.
Excellent written and verbal communication skills, including RFP responses and technical documentation.
Curiosity about the accounting and financial services space (experience in or exposure to the industry is a plus).
A proactive, customer-first attitude with a passion for improving processes and driving results.

Nice To Haves

Accounting background

Responsibilities

Partner with Account Managers and Account Executives to support pre and post-sales, primarily post-sales, with a focus on technical validation and solution alignment.
Deliver compelling, tailored product demonstrations that leverage client and prospect data, workflows, and relevant case studies.
Rapidly build deep expertise in Canopy’s platform and the accounting practice management industry, staying current on trends, workflows, and competitor solutions.
Translate complex product capabilities into clear, outcome-driven stories that resonate with accounting firm leaders.
Configure and customize demo environments to showcase client-specific use cases and solve prospect challenges.
Collaborate with Account Management, Sales, Product, and Marketing teams to refine demo scripts, competitive positioning, and technical proof points.
Serve as a trusted advisor by answering technical questions, addressing objections, and ensuring prospects understand value realization.
Assist in RFP responses and technical documentation when required.
Provide structured feedback from Clients to the Product team to influence roadmap and onboarding improvements.
Continuously improve demo delivery by incorporating feedback from AMs, sales, clients, and internal stakeholders.
Work closely with Sales, CX, Product, and Marketing leaders to ensure the voice of the client is being heard and messaging remains consistent.

Benefits

Flexible Paid Time Off
10 company holidays
Medical, Dental, and Vision health benefits
HSA Match
401(k) with 100% company match up to 3% of contribution
Immediate eligibility for 401(k) with 100% vesting
Impact Suite & Employee Assistance Program (EAP) for mental health
Paid New Parent Leave & Birthing Parent Leave
100% company paid Basic Life & AD&D insurance
Long & short-term disability coverage
Nectar peer-to-peer recognition program
Company Events (monthly meetings, summer parties, etc.)
ERG Committees for continuing education, community outreach, recruiting, onboarding, etc.
Fully-stocked kitchen