Strategic Partnerships Director (Private Equity)
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. And we just secured $70M in Series C funding to help us fulfill that mission.
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
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.
Private equity has fundamentally reshaped the accounting industry — over 250 of the top 750 CPA firms in the U.S. now operate under a PE platform, and deal activity is accelerating into 2026. Canopy is uniquely positioned to become the practice management standard across these consolidated portfolios. This role exists to make that happen.
You'll build relationships at the PE firm level, with operating partners, portfolio operations teams, and deal professionals to drive standardized Canopy adoption across every firm in their portfolio. When a PE group acquires a new accounting firm, your job is to make sure Canopy is the first software decision they make.
Travel Requirements: This individual will travel at least once per month.
This is a hybrid position in South Jordan, Utah (M, W, F in-office) or fully remote for the right candidate.
What You’ll Do
- 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.
What We’re Looking For
- 5+ years of experience in enterprise sales, strategic partnerships, or business development in a SaaS or professional services technology company.
- Demonstrated experience selling into or partnering with Private Equity or Venture Capital firms, accounting firms, or professional services organizations.
- Proven ability to navigate complex, multi-stakeholder deals. Comfortable working with operating partners, C-suite executives, and portfolio firm leadership simultaneously.
- Strong commercial instincts: you can structure a deal, negotiate terms, and close.
- Exceptional communication and executive presence; you represent Canopy credibly in boardrooms and partner conversations.
- Self-directed and entrepreneurial, this is a greenfield motion and you'll be building the playbook, not inheriting one.
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.
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
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
Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call.
Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end!
Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.
