Director of Account Management

The role

You will build and lead the Account Management function, defining processes and scaling a team of Account Managers. You will be responsible for retention, expansion, customer health, and delivering client experiences using the Practice Management Suite.

What you will do

• 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.
• 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 deepen relationships and drive 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.
• Create training, playbooks, and onboarding programs.
• Establish a culture of accountability, continuous improvement, and excellent customer stewardship.

Required qualifications

• 8+ years of experience in Account Management or Sales in a B2B SaaS environment.
• 5+ years of experience leading Account Management or Sales teams.
• 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 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.

Nice to have

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

Benefits

• Flexible Paid Time Off
• 10 company holidays
• Medical, Dental, and Vision
• HSA Match
• 401(k) with 100% match up to 3% of contribution
• Immediate eligibility with 100% vesting for 401(k)
• Access to Impact Suite & Employee Assistance Program (EAP)
• 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
• Monthly company-wide meetings, summer parties, and more

Before you apply

• Review of application to determine 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
• Final Interview

About the company

Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. They aim to help clients unlock the full value of their Practice Management Suite.