Director of Account Management 

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 Director of Account Management to build and lead the next evolution of our customer-facing organization. You’ll have the opportunity to continue to build the Account Management function, define processes, shape the customer journey, and scale a growing team of high-performing Account Managers.

Account Management plays a critical role in helping our customers unlock the full value of our Practice Management Suite. In this role, you’ll be responsible for retention, expansion, customer health, and delivering exceptional client experiences. We’re looking for someone who is strategic, scrappy, and energized by building new programs, systems, and teams. You should be deeply familiar with B2B SaaS, passionate about customer success outcomes, and excited to leverage AI-driven workflows to increase team efficiency, predict customer needs, and elevate account performance.

This is a hybrid position in South Jordan, Utah (M, W, F in-office). 

What You’ll 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, partnering with Sales, Product, Support, and Marketing to deliver a seamless customer experience.
• 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 understand goals, deepen relationships, and drive continued 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 to track team performance and KPIs.
• Create training, playbooks, and onboarding programs to support AM team growth and quality.
• Establish a culture of accountability, continuous improvement, and excellent customer stewardship.

What We’re Looking For

• 8+ years of experience in Account Management or Sales in a B2B SaaS environment.
• 5+ years of experience leading Account Management or Sales teams; experience building a team from scratch strongly preferred.
• 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 (e.g., for forecasting, insights, automation, and communication augmentation) 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.

Bonus Points If You Have

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

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.

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.

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft. 

We’re searching for a talented individual to join our International Marketing team, focusing on acquisition growth for French-speaking markets. You’re a natural problem-solver with a passion for learning and understanding Search Engine Optimization (SEO), as well as other paid/unpaid digital marketing channels . You are capable of identifying issues and creating solutions. You have a data-driven mindset with the ability to manipulate complex sets of information and draw conclusions. You love executing digital marketing campaigns and seeing your website rise in the SERPs. You’re familiar with Web Analytics tools and Excel along with digital marketing tools like Ahrefs, SEMrush, Google Ads and Screaming Frog. You are experienced in optimizations for AIO and LLM citations. You have an intellectual curiosity that drives your need to learn and stay up-to-date on industry changes in order to take on new challenges and drive acquisition growth. 


Are you a natural leader and a team player? Do you have a passion for digital marketing and SEO? Are you drawn to cross-functional work that is different every day? If this is you, let’s talk!

Responsibilities:

• Work with the Marketing team to develop and execute digital marketing campaigns in French.
• Conduct keyword research in French and understand the local SERP landscape.
• Identify new SEO optimization opportunities and content insights that are locally relevant.
• Scope link building opportunities and perform outreach efforts with a focus on French websites.
• Review French translations to ensure our standards of localization are being met.
• Help scale PPC campaign expansion and localization, providing local insights, building keyword lists and optimizing ad copies.
• Perform local market research and competitor analysis to identify new acquisition growth opportunities.
• Monitor market specific performance metrics and support with regional reporting for France and other regions. 


Requirements:

• Native fluency in French.
• Bachelor's degree with strong academic performance.
• A growth mindset: willingness and ability to learn about digital marketing.
• Analytical skills to be able to work with large amounts of data and translate into actionable strategies.
• Strong interpersonal skills and the ability to build/maintain relationships at every level.
• Exceptional organizational skills and the ability to prioritize multiple tasks with excellent attention to detail.
• Ability to problem solve and take initiative with minimal guidance.
• Ability to provide, receive, and incorporate constructive feedback.
• A+ team player!

Preferred Qualifications:

• Degree in Marketing.
• Experience copywriting in French.
• One of other languages (Russian, Korean, Polish, or Swedish) as a plus.
• HTML, CSS, and experience working with a content management system.
• Experience with SEO tools (Ahrefs, Moz, Hunter.io, Search Console).
• Experience with digital advertising, A/B testing and email marketing.
• Experience creating, manipulating and extracting insights from Tableau dashboards.
• Experience analyzing large data sets.
• Mastery of spreadsheets and analysis functionality.
• A deep understanding of AI search is a plus.
• Experience running successful link-building campaigns through email outreach, vendor management, relationship building.

#LI-KC1

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft. 

We’re searching for a talented individual to join our International Marketing team, focusing on acquisition growth for French-speaking markets. You’re a natural problem-solver with a passion for learning and understanding Search Engine Optimization (SEO), as well as other paid/unpaid digital marketing channels . You are capable of identifying issues and creating solutions. You have a data-driven mindset with the ability to manipulate complex sets of information and draw conclusions. You love executing digital marketing campaigns and seeing your website rise in the SERPs. You’re familiar with Web Analytics tools and Excel along with digital marketing tools like Ahrefs, SEMrush, Google Ads and Screaming Frog. You are experienced in optimizations for AIO and LLM citations. You have an intellectual curiosity that drives your need to learn and stay up-to-date on industry changes in order to take on new challenges and drive acquisition growth. 


Are you a natural leader and a team player? Do you have a passion for digital marketing and SEO? Are you drawn to cross-functional work that is different every day? If this is you, let’s talk!

Responsibilities:

• Work with the Marketing team to develop and execute digital marketing campaigns in French.
• Conduct keyword research in French and understand the local SERP landscape.
• Identify new SEO optimization opportunities and content insights that are locally relevant.
• Scope link building opportunities and perform outreach efforts with a focus on French websites.
• Review French translations to ensure our standards of localization are being met.
• Help scale PPC campaign expansion and localization, providing local insights, building keyword lists and optimizing ad copies.
• Perform local market research and competitor analysis to identify new acquisition growth opportunities.
• Monitor market specific performance metrics and support with regional reporting for France and other regions. 


Requirements:

• Native fluency in French.
• Bachelor's degree with strong academic performance.
• A growth mindset: willingness and ability to learn about digital marketing.
• Analytical skills to be able to work with large amounts of data and translate into actionable strategies.
• Strong interpersonal skills and the ability to build/maintain relationships at every level.
• Exceptional organizational skills and the ability to prioritize multiple tasks with excellent attention to detail.
• Ability to problem solve and take initiative with minimal guidance.
• Ability to provide, receive, and incorporate constructive feedback.
• A+ team player!

Preferred Qualifications:

• Degree in Marketing.
• Experience copywriting in French.
• One of other languages (Russian, Korean, Polish, or Swedish) as a plus.
• HTML, CSS, and experience working with a content management system.
• Experience with SEO tools (Ahrefs, Moz, Hunter.io, Search Console).
• Experience with digital advertising, A/B testing and email marketing.
• Experience creating, manipulating and extracting insights from Tableau dashboards.
• Experience analyzing large data sets.
• Mastery of spreadsheets and analysis functionality.
• A deep understanding of AI search is a plus.
• Experience running successful link-building campaigns through email outreach, vendor management, relationship building.

#LI-KC1

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft 

We are seeking an experienced and self-driven Senior Enablement Manager to lead the development and delivery of high-impact learning programs for our Sales and Customer Success teams globally. 

This role will focus primarily, though not exclusively, on leading our New Hire Onboarding program, designed to help our Sales and Customer Success teams across all regions accelerate their ramp time. 

This role will also deliver segment-specific enablement programs supporting our global Customer Success teams. 

Responsibilities:

• Own the design, development, and delivery of New Hire Onboarding programs and learning experiences for our Sales and Customer Success teams, ensuring a consistent, high-impact experience across roles, regions, and segments.
• Serve as the primary developer and facilitator of several live onboarding sessions, modeling best-in-class facilitation, learner engagement, and instructional quality.
• Develop scalable onboarding curricula, learning assets, eCourses, and facilitator guides that support both live and asynchronous delivery at a global scale.
• Partner closely with Sales, Customer Success, RevOps, Product Marketing, Professional Services, Deal Desk, Legal, and other internal partners to ensure onboarding content is tightly aligned to GTM motions, strategy, and evolving business priorities.
• Continuously evolve onboarding programs based on performance data, participant feedback, and changing organizational needs.
• Monitor and report on the effectiveness of the onboarding program including rep ramp time, performance against KPI targets, and other readiness indicators.
• Ensure operational excellence in onboarding execution, including coordination within the Enablement team, overseeing the learner experience, monitoring rep progress through the program, and running feedback loops with reps and leaders. 
• Facilitate pre-planned workshops for CS teams in region across EMEA, APAC, NOCO, and SOJO in partnership with the Global Content Team.
• Deliver targeted programs tailored to the needs and requirements of the Customer Success team. 
• Execute hands-on application sessions that translate global content into practical, role-specific skills.
• Adapt global enablement content to reflect regional nuances, competitive landscapes, and customer personas.
• Facilitate select New Hire program components to reinforce early readiness and accelerate CSM ramp time.
• Coach CSMs immediately following initial onboarding to bridge learning to real-world application.
• Partner closely with the Global Content Team to provide field-based insights that inform content development.
• Report on CS workshop effectiveness, coaching outcomes, and regional trends.
• Serve as the voice of the field to ensure enablement programs remain practical, relevant, and impactful for CS.

Requirements

• Bachelor’s degree in Business, Marketing, or equivalent years’ experience in related fields.
• 5+ years of experience in Sales, Sales Enablement, and/or Customer Success roles, or a combination thereof within a SaaS environment.
• Deep understanding of Lucid’s product suite, solution offerings, and GTM strategy.
• Proven track record of developing and implementing successful enablement programs supporting revenue-generating teams. 
• Strong understanding of B2B sales processes, methodologies, and best practices. 
• Excellent communication, presentation, and interpersonal skills. 
• Exceptional facilitation skills, with proven ability to energize and connect with learners across all GTM segments.
• Experience developing a range of enablement assets and collateral including self-paced eLearning, live workshops, and webinars. 
• Comfortable working cross-functionally and operating with a high degree of autonomy.
• Proven track record of a strong internal motor to brainstorm innovative learning solutions, juggle multiple priorities, and meet deliverables in a timely manner.
• Passion for continuous learning and improving the learner experience.
• Takes initiative; demonstrates a strong internal drive to meet deliverables in a timely manner. 

Preferred Qualifications

• Prior experience in a customer-facing role at Lucid (e.g., Sales, CSM) strongly preferred.

#LI-KC1

• Account Management: Develop strong long-lasting relationships as the main point of contact. You are responsible for key restaurant partners' engagement and satisfaction.
• Growth: You are responsible for driving business growth and setting the growth strategies of accounts and improving on their commercial and operational performance.
• Analysis: Analyze data on accounts performance and quantify your actions. All decisions should be backed up by data to improve performance of key accounts.
• Performance Meetings: You will complete merchant performance reviews monthly and draw out next month’s plans based on what was discussed.
• Partner with internal teams: Work closely with internal stakeholders and supply, partner and customer domains to ensure meeting growth objectives.

• A minimum of 0 to 3 years of experience in Account Management, Marketing, Sales, or Business Development roles
• Excellent attention to detail, people skills and organization skills
• Ability to create and maintain relationships
• Strong problem solving skills and data analysis
• Demonstrate experience using Microsoft Office tools and related project/program management applications to drive best practice
• You must be a self-starter as we’ll look for you to manage your own time and priorities

What we’ll provide you

We offer colleagues the opportunity to drive impact in the region while they learn and grow. As a full time Careem colleague, you will be able to:

• Work and learn from great minds by joining a community of inspiring colleagues.
• Put your passion to work in a purposeful organisation dedicated to creating impact in a region with a lot of untapped potential.
• Explore new opportunities to learn and grow every day.
• Work 4 days a week in office & 1 day from home, and remotely from any country in the world for 30 days a year with unlimited vacation days per year. (If you are in an individual contributor role in tech, you will have 2 office days a week and 3 to work from home.)
• Access to healthcare benefits and fitness reimbursements for health activities including gym, health club, and training classes.

• Standards Governance: Define and monitor the "Perfect Order" metrics, focusing on reducing delays, returns, and defect rates.
• Performance Intervention: Identify low-performing outliers and develop improvement plans, training interventions, or corrective workflows to maintain fleet quality.
• Root Cause Analysis: Manage the lifecycle of captain-related tickets, identifying systemic issues and coordinating with tech/ops teams for long-term fixes.
• Feedback Loops: Conduct regular quality audits and sentiment surveys to ensure the "Captain Voice" is used to improve operational processes.
• Behavioral Campaigns: Plan and execute a marketing calendar specifically designed to nudge positive behaviors
• Educational Content: Collaborate with central marketing to produce high-quality training materials, videos, and guides that simplify complex operational procedures and improve service delivery.
• Community Recognition: Organize events and appreciation programs that celebrate top-tier performers, reinforcing a culture of excellence.
• Value-Added Incentives: Identify and onboard partners who provide benefits that specifically help Captains maintain high standards (e.g., discounted vehicle maintenance, data plans, or safety gear).
• Relationship Management: Manage the partnership roadmap to ensure all perks are aligned with our quality goals and provide genuine value to the fleet.
• Cross-Functional Bridge: Serve as the primary link between the fleet and the internal operations team to ensure smooth, day-to-day execution of orders.

• 2–3 years of professional experience.
• The Quality Obsessive: You have high standards and a sharp eye for the details that make or break a customer experience.
• The Data Interpreter: You are comfortable with spreadsheets and can translate raw metrics into an action plan.
• The Clear Communicator: You can break down complex operational rules into simple, catchy, and persuasive marketing content.
• The Process Optimizer: You aren't just looking to fix a problem once; you want to fix the system that caused it.

What we’ll provide you

We offer colleagues the opportunity to drive impact in the region while they learn and grow. As a full time Careem colleague, you will be able to:

• Work and learn from great minds by joining a community of inspiring colleagues.
• Put your passion to work in a purposeful organisation dedicated to creating impact in a region with a lot of untapped potential.
• Explore new opportunities to learn and grow every day.
• Work 4 days a week in office & 1 day from home, and remotely from any country in the world for 30 days a year with unlimited vacation days per year. (If you are in an individual contributor role in tech, you will have 2 office days a week and 3 to work from home.)
• Access to healthcare benefits and fitness reimbursements for health activities including gym, health club, and training classes.

About WPP Media

WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com.

WPP Media is WPP’s global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com

About Mindshare: A Leading WPP Media Brand

Mindshare delivers Good Growth for its clients. As “Growth Architects," we drive growth that benefits all stakeholders — better for people, planet, and business — by using media with intention. This approach creates more meaningful connections with consumers, increases consumer trust in the brand, and delivers better outcomes for all stakeholders.

Role Summary and Impact

The Senior Media Executive will lead the development and execution of advanced digital media strategies to enhance the company's online presence, drive engagement, and achieve marketing goals, ultimately driving significant growth and brand awareness for our clients. This role is ideal for someone with at least one year of experience in digital media, who is ready to take on more responsibility, manage projects, and contribute to strategic planning. 

• Develop and implement comprehensive digital media strategies to support marketing objectives and enhance brand visibility.  

• Analyze market trends and user data to inform strategy and make data-driven decisions.  

• Design, execute, and oversee digital campaigns across multiple channels, including social media, email marketing, and digital advertising.  

• Manage the end-to-end process of digital media campaigns from concept to execution, including budget management and performance tracking.  

• Develop and manage a content calendar that aligns with marketing goals and audience interests.  

• Collaborate with internal teams and external partners to create high-quality, engaging content.  

• Plan and manage paid digital advertising campaigns, including PPC, display ads, and social media ads.  

• Implement SEO best practices to enhance organic search rankings and manage SEM campaigns to drive traffic and conversions.  

• Track, analyze, and report on key performance indicators (KPIs) for all digital media activities.  

• Provide insights and recommendations based on performance data to improve campaign effectiveness and ROI.  

Skills and Experience

At WPP Media, we believe in the power of our culture and our people. It’s what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Media’s shared core values:

• Be Extraordinary by Leading Collectively to Inspire transformational Creativity.
• Create an Open environment by Balancing People and Client Experiences by Cultivating Trust.
• Lead Optimistically by Championing Growth and Development to Mobilize the Enterprise.
• Bachelor’s degree in marketing, Communications, Digital Media, or a related field. 
• Minimum of 1 year of experience in digital media, marketing, or a related role. 
• Proven experience with digital media platforms, content creation, and campaign management. 
• Strong understanding of social media, SEO, SEM, and digital advertising strategies. 
• Proficiency in digital marketing tools and analytics platforms (e.g., Google Analytics, social media insights). 
• Excellent communication, organizational, and analytical skills. 
• Ability to lead projects, manage multiple tasks, and meet deadlines.

Life at WPP Media & Benefits

Our passion for shaping the next era of media includes investing in our employees to help them do their best work, and we’re just as committed to employee growth as we are to responsible media investment. WPP Media employees can tap into the global WPP Media & WPP networks to pursue their passions, grow their networks, and learn at the cutting edge of marketing and advertising. We have a variety of employee resource groups and host frequent in-office events showcasing team wins, sharing thought leadership, and celebrating holidays and milestone events. Our benefits include competitive medical, group retirement plans, vision, and dental insurance, significant paid time off, preferential partner discounts, and employee mental health awareness days.  

WPP Media is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers.

We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we’ve adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process.

Please read our Privacy Notice (https://www.wppmedia.com/pages/privacy-policy) for more information on how we process the information you provide.

While we appreciate all applications received, only those candidates selected for an interview will be contacted.

Location: Amman, Jordan.
Years of Experience: 5-7 years.
Project Duration: 3-4 months.
Language Requirements: Fluency in Arabic & English (written and spoken).

We are seeking a Business Planning Consultant to support in delivering high-quality business planning and marketing strategy services to Small and Medium Enterprises (SMEs).

The role focuses on research, analysis, and execution support, contributing to the development of business plans and growth strategies that help SMEs scale effectively.

Key Requirements

• 5-7 years of experience.
• Demonstrated experience developing business plans and marketing strategies for SMEs in Jordan.
• Bachelor’s degree in Business Administration, Finance, Marketing, Economics, or a related field

Preferred Qualifications

• Proven experience in human resources areas such as: organizational design, learning & development, policies & procedures development, performance management, or related areas.

Key Responsibilities

• Support the Subject Matter Expert in developing comprehensive business plans, including market assessments, operational models, and financial projections

• Assist in conducting market research, industry analysis, and competitor benchmarking

• Contribute to the development of marketing strategies tailored to SME needs

• Assist in gathering and structuring client data for use in business planning deliverables

• Develop presentations, reports, and client-ready deliverables

• Support in identifying growth opportunities, risks, and improvement areas for SMEs

• Participate in client meetings, workshops, and discussions, capturing insights and action points

• Track progress of deliverables and ensure timelines are met

If you would like to know more about the Global Consulting Bootcamp Visit: https://caseinpointco.com/global-consultant-bootcamp/
If you would like to know more about the MC Club Visit: https://menaconsultant.com/mc-club/