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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.
Ready to apply?
Apply to Canopy
Sr Contracts Manager
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Company Overview:
We’re looking for a paralegal or legal operations professional ready to take the next step in their career by building and leading Lightspeed’s customer agreement support and procurement function from the ground up. If you’ve spent years reviewing both customer and vendor contracts, managing vendor relationships, and navigating complex commercial agreements, this role lets you apply that expertise in a strategic, high-impact capacity.
As Senior Manager of Contracts, you’ll design scalable processes, negotiate complex SaaS and IT contracts, and partner across the organization to balance legal risk with business velocity. Working closely with the Director of Financial Operations and Executive Leadership Team, you’ll establish a procurement operation that supports our growth while protecting the company’s interests and provide customer contract guidance and support.
This is an opportunity to own something from day one, defining how we engage vendors, establishing governance frameworks, and building the foundation for enterprise-scale procurement.
What You'll Do:
Contract Review & Analysis
- When necessary with Sales, review, redline, and assist in negotiation of customer-facing contracts including MSAs, SaaS subscription agreements, SOWs, and addenda
- Identify legal and commercial risks, escalating non-standard terms to Legal and Finance stakeholders
- Ensure contract terms align with approved pricing, product capabilities, and company policies
- Maintain a consistent review turnaround SLA to support deal velocity
Contract Improvement & Standardization
- Identify patterns in contract exceptions and propose updates to standard templates to reduce friction
- Build and maintain a contract playbook with pre-approved fallback positions for common redlines
- Partner with Sales and Rev. Ops (and potentially outsourced legal) to update template language as products, pricing, and regulations evolve
- Track and report on contract cycle time, exception rates, and approval bottlenecks
Revenue Operations Partnership
- Work closely with Rev Ops to ensure CRM data (Salesforce/HubSpot) reflects accurate contract terms, start dates, ARR, and renewal schedules
- Support contract-to-close process improvements within the deal desk workflow
- Provide data and insights for revenue recognition alignment and ARR bookings accuracy
- Assist in building and maintaining contract repositories and document management systems (e.g., DocuSign CLM, Ironclad)
Sales Partnership & Enablement
- Serve as the first point of contact for the Sales team on contract questions, redlines, and approval requests
- Train Sales reps on standard contract terms, negotiation guardrails, and escalation paths
- Participate in deal review meetings to provide contract guidance on complex or strategic accounts
- Provide timely feedback on customer-submitted paper (customer-preferred contract forms)
Build the Procurement Function
- Design and implement our procurement function from scratch in partnership with the Director of Financial Operations and Executive Leadership Team
- Create end-to-end processes, governance frameworks, and standard operating procedures for SaaS and IT procurement
- Develop approval workflows and escalation paths that enable speed without compromising risk management
- Establish contract templates, clause libraries, and negotiation playbooks tailored to our business needs
Lead Contract Negotiation & Review
- Own review and negotiation of all SaaS, IT, and technology vendor agreements, leveraging your contract drafting and redlining expertise
- Identify and mitigate legal, security, and compliance risks in vendor contracts, including data privacy, liability, indemnification, and service levels
- Negotiate favorable commercial terms while maintaining productive, long-term vendor relationships
- Manage contract redlines, track positions, and drive agreements through to execution
Manage Vendor Risk & Compliance
- Lead third-party risk management including due diligence, compliance reviews, and security assessments
- Coordinate security questionnaires, SOC 2 reviews, and compliance documentation with Director of Security
- Build vendor scorecards to track performance, compliance, and business value
- Ensure all contractual and compliance requirements are satisfied prior to vendor onboarding
- Ensure compliance with SOX requirements and company policies across procurement activities
Partner Across the Business
- Serve as the go to resource for procurement and contract questions across all departments
- Partner cross-functionally with Accounting, HR, IT, and Sales on vendor setup, payment terms, technology selection, and customer-requested compliance materials
- Communicate clearly and proactively, keeping stakeholders informed on timelines, blockers, and next steps
Drive Cost Optimization & Reporting
- Identify cost savings through strategic sourcing, vendor consolidation, and contract renegotiation
- Implement systems and tools to improve contract visibility, tracking, and reporting
- Deliver insights to leadership on procurement performance, spend trends, and risk exposure
- Develop operational dashboards and KPIs to measure procurement performance
What You'll Have:
Qualifications
- Paralegal certificate or degree, or equivalent legal operations experience; bachelor’s degree
- 8+ years of experience in a paralegal, legal operations, contract management, or procurement role with deep commercial contracting expertise
- Extensive background reviewing, drafting, and negotiating SaaS, IT, and technology vendor contracts
- Demonstrated track record of building or transforming procurement or contract management functions including implementation experience
- Experience working with technology vendors and understanding of technical and security requirements
- Proven success partnering across Finance, Accounting, HR, IT, and Sales teams
- Experience implementing a vendor management and contract management system
- Advanced Excel proficiency and strong financial analysis skills
- Strategic thinker with strong decision-making, critical thinking, and delegation skills
- Excellent written and verbal communication with proven ability to build high-trust relationships across all levels and manage competing priorities in a fast-paced environment
Preferred Qualifications
- Experience with NetSuite, Salesforce, and Ramp for vendor management, procurement workflows, and spend controls
- Proficiency with Slack and Microsoft Office Suite for collaboration and reporting
- Experience in high-growth or fast-paced SaaS / technology companies
- Certified Paralegal (CP) or Advanced Certified Paralegal (ACP) designation
- Experience implementing contract lifecycle management (CLM) systems
- Project management certification (PMP, CAPM) or equivalent experience
- Background collaborating with in-house legal teams or outside counsel
What Sets You Apart:
- Process-Driven Mindset: You design efficient, scalable systems and thrive on bringing structure to ambiguity. Prioritization, proactive problem-solving, and a bias for action are second nature.
- Business Partnership: You’re collaborative, trustworthy, and skilled at building strong relationships with operational leaders across an organization.
- Strategic Influence: You translate contractual and financial insights into strategic recommendations that align stakeholders and drive decisions.
- Exceptional Communication You simplify complex legal and contractual concepts into clear, accessible language that anyone can understand.
Inclusion and Diversity at Lightspeed:
At Lightspeed, we celebrate the uniqueness of every individual and encourage diverse perspectives. We believe that inclusion drives innovation and fosters meaningful connections. We are committed to building an environment where everyone feels valued and empowered to make an impact.
Equal Employment Opportunity Statement:
Lightspeed is an Equal Opportunity Employer and is dedicated to building a diverse and inclusive workforce. All qualified applicants will be considered for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, religion, age, disability, veteran status, or any other protected category.
Important Note:
Applicants must be authorized to work in the U.S.
Ready to apply?
Take the next step in your career—apply today and join a team where your skills will make an impact!
Ready to apply?
Apply to Lightspeed DMS
Continuous Improvement Manager
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Company Overview:
The Continuous Improvement Manager is the continuous improvement leader for the Professional Services Department. This leader defines and manages timely completion of “continuous improvement” projects that increase onboarding velocity and time-to-value, customer adoption of Lightspeed software, and overall customer satisfaction. Projects require Lean/DMAIC problem solving methodology in a software business to discover root causes. Leads cross-functional strategy workshops to determine solutions and will work with stakeholders on scheduling and implementation, under limited supervision. Utilizes project management principles regarding strategy, practices, and procedures, to accomplish challenging projects having a high level of revenue and cost impact. Demonstrates leadership and collaboration skills to achieve goals without direct control over resources. Works independently and exercises sound judgment in selecting methods and techniques to obtain results. Success in this role is measured by improvements to NRR (Net Revenue Retention), customer health scores, and time-to-value metrics.
What you’ll do:
- Champion a problem solving culture by facilitating cross-functional strategy sessions, including process mapping.
- Utilizes DMAIC (Define, Measure, Analyze, Implement, Control) methods to improve business processes to increase onboarding velocity and time-to-value, customer adoption, and customer satisfaction (measured via CSAT, NPS, and churn rate).
- Acts as a Technology Project Manager: applying Agile and waterfall methodologies as appropriate to synchronize portfolio planning, scoping, and execution processes to deliver continuous improvement projects on-time and within budget to committed roadmaps, and performance KPIs.
- Identify project goals, scope, resources, budget, dependencies, risks and communications needs.
- Identify, escalate, and resolve conflicts, dependencies, and risks—proactively surfacing blockers before they impact delivery.
- Implement large, cross-team, multi-year programs and projects.
- Proactively identify opportunities and contribute to continuous business process improvement efforts to help streamline and standardize workflow, communication, and resource efficiencies.
- Conducts initiation and project closure activities to formalize and communicate the project acceptance and handover documentation and completes a post-implementation review to identify areas of improvement.
- Communicate portfolio scope, roadmap alignment, priorities, and status to governance board and stakeholders.
What you should have:
Qualifications:
- 1-3 years of cross-functional process improvement experience with a track record of improving processes and business results.
- Demonstrates data driven solutions. Experience defining project success criteria with multiple stakeholders.
- Lean/Six Sigma or DMAIC certification or relevant knowledge and experience.
- Strong process improvement and project management skills and experience.
- Experience working in a SaaS or subscription-based software business; familiarity with Professional Services operations and SaaS metrics (ARR, churn, NRR) strongly preferred.
- Ability to lead through influence and work as a collaborative team member.
- Strong verbal and written communication skills.
- Experience in collaborating across business/product lines and organizational groups.
- Strong ability to manage a portfolio of improvement projects and ability to prioritize based on business requirements.
- Experience leading virtual and in-person process improvement meetings.
- Experience creating process documentation with tools such as Visio, PowerPoint or Lucid Chart.
- Experience creating and delivering presentations to stakeholders about project status or outcomes.
Preferred Qualifications:
- Project Management or Agile Certification (PMP, PMI-ACP, SAFe, CSP).
- Experience with Statistical Process Control charting using tools such as Weka, Excel or Minitab.
- Dealership industry or Lightspeed experience.
Inclusion and Diversity at Lightspeed:
At Lightspeed, we celebrate the uniqueness of every individual and encourage diverse perspectives. We believe that inclusion drives innovation and fosters meaningful connections. We are committed to building an environment where everyone feels valued and empowered to make an impact.
Equal Employment Opportunity Statement:
Lightspeed is an Equal Opportunity Employer and is dedicated to building a diverse and inclusive workforce. All qualified applicants will be considered for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, religion, age, disability, veteran status, or any other protected category.
Important Note:
Applicants must be authorized to work in the U.S.
Ready to apply?
Take the next step in your career—apply today and join a team where your skills will make an impact!
Ready to apply?
Apply to Lightspeed DMS
Director of Customer Support
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.
Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.
Click here to see why our clients 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 seeking an experienced Director of Customer Support to lead and grow our Technical Support Specialists and Tier I and Tier II support teams. As a growing organization, we need someone with experience in scaling customer support operations in a dynamic software environment. You'll be responsible for driving excellent customer experiences, ensuring our support teams deliver timely and effective solutions, and continuously improving processes to support our expanding customer base.
This is a hybrid position based in South Jordan, Utah (M, W, F in-office).
What You’ll Do:
- Lead, mentor, and manage a team of Tier I and Tier II support agents, ensuring they deliver high-quality customer service across multiple channels (email, chat, phone).
- Develop and implement scalable processes and best practices to improve team efficiency and customer satisfaction.
- Identify and implement opportunities to leverage AI for process enhancement.
- Monitor key performance indicators (KPIs) such as response times, resolution rates, and customer satisfaction scores, and report on these metrics regularly.
- Collaborate with other departments (Product, Engineering, Sales) to ensure the support team is equipped with the necessary knowledge and tools.
- Manage escalation processes to ensure timely resolution of complex or high-priority issues.
- Identify trends in support cases to proactively address common customer challenges and suggest product improvements.
- Maintain and enhance customer support platforms and tools, ensuring they are optimized for a growing team.
- Ensure proper documentation of support workflows, troubleshooting guides, and internal processes.
- Oversee training and development programs for the support team to continuously improve their technical knowledge and customer service skills.
- Advocate for customer needs within the organization and help align support efforts with broader company goals.
What We’re Looking For:
- 6+ years of experience managing customer support teams, ideally in a SaaS or software-focused environment.
- Proven track record of scaling support teams and improving operational efficiencies in a fast-paced, high-growth setting.
- Experience with AI tools to better Customer Support.
- Strong leadership and coaching skills, with the ability to foster a collaborative, results-driven team culture.
- Experience working with customer support platforms
- Excellent problem-solving and analytical skills, with the ability to derive insights from data and apply them to improve support performance.
- Strong communication skills, both verbal and written, with the ability to interact effectively across teams and with customers.
- Ability to adapt and thrive in a constantly evolving software environment.
- Bachelor’s degree in a related field preferred.
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 - that you’re actually encouraged to use plus 10 company holidays!
❤️🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.
💰 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.
💡 DEIB Committee - 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:
We know application processes can be a little stressful. Here’s are the stages of a typical interview process:
- 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.
Ready to apply?
Apply to Canopy
Senior Business Systems Manager
Canopy, South Jordan, UT, Hybrid
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.
Click here to see why our clients 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're seeking a technical, strategic, execution-focused Senior Business Systems Manager to join our G&A team. This role will initially be as a hands-on IC: you'll personally design data flows, own integrations, and govern the systems that run our business. Over time, you'll have the opportunity to build and lead the Business Systems team as the function matures.
Canopy's core business systems (Zuora, Stripe, Asana, Pendo, Rippling, and more) are owned by the functional teams that adopted them. That's worked until now. As AI-powered workflows, multi-system product launches, and growing integration demands push the limits of that model, we need someone to own the platform layer end-to-end.
This role requires someone who can sit with a stakeholder, extract messy requirements, and personally produce a clean system design, data flow, and process spec — not just manage others who do. This is a high-impact role ideal for someone who thrives in a fast-paced environment, enjoys owning and solving complex business problems, and can build alignment across diverse stakeholders.
This is a hybrid position in South Jordan, Utah (M, W, F in-office).
What You’ll Do:
System Ownership
- Own day-to-day administration and overall architecture for cross-functional platforms, including Zuora, Stripe, Asana, Pendo, and more.
- Own the integration layer between core platforms, ensuring data flows between systems are reliable, documented, and governed.
- Design data models, system specs, and process flows from scratch based on stakeholder input.
- Translate business requirements into clear, actionable system features, integrations, and enhancements.
- Evaluate build vs. buy tradeoffs with enough technical depth to defend your recommendation.
- Manage vendor governance, including consolidated procurement, license management, and renewal tracking across all platforms.
Program Management
- Own the internal systems roadmap and serve as the single intake point for system changes, new tool evaluations, and cross-functional automation requests.
- Create technical documentation, decision logs, and retrospectives that individual contributors can act on without a follow-up meeting.
- Manage large, cross-functional initiatives by establishing clear timelines, ownership, and outcomes.
- Lead program cadences such as standups, roadmap reviews, retrospectives, and stakeholder updates.
Partnership & Strategy
- Partner closely with Finance, RevOps, and BI to understand their roadmaps, identify pain points, and proactively propose solutions.
- Reinforce internal data integrity by helping to define systems of record, enforcing data hygiene, and resolving conflicting definitions.
- Communicate project statuses and solutions to leadership both in-person and asynchronously via rigorous documentation.
- Build and maintain dashboards and reporting tools to track system health and performance metrics.
What We’re Looking For
- Bachelor’s degree in Business Administration, Information Systems, or a related field.
- 5+ years of experience in program management, product ownership, business systems, or operations roles in a SaaS environment.
- Demonstrated ability to personally produce technical artifacts (ERDs, flow diagrams, business requirements docs), and not just manage others who do.
- Hands-on experience with SQL and data modeling; you're comfortable querying systems directly to diagnose data integrity issues.
- Proven, deep familiarity with internal G&A domains (Finance, BI, RevOps, etc.)
- Experience with Zuora
- 2+ years of people management experience
- Proven experience with Salesforce, Pendo, Rippling, and Stripe is a plus.
- Track record of leading cross-functional initiatives from idea to execution.
- Clear, confident communicator able to translate technical constraints into business language and vice versa for audiences of all levels.
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.
Ready to apply?
Apply to Canopy
Senior Full Stack Engineer
Canopy, South Jordan, UT
About Us
Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, powerful software for accounting firms. We're on a mission to help accountants build an autonomous firm — giving them back the time and tools they need to focus on what matters most: their clients.
We believe the accounting industry deserves world-class software, and we're building exactly that. Our Practice Management Suite is purpose-built for firms that want to work smarter, grow faster, and deliver more value to the people they serve. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.
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
Canopy is a fast-growing SaaS startup in Draper, 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 place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.
We're hiring a Senior Full Stack Engineer to help make our world-class practice management platform for accounting professionals even better. You'll work on a highly collaborative squad alongside other engineers, a product manager, UX designer, and QA engineer, with the autonomy to research, hypothesize, build, test, and iterate on the best solutions for our customers. Our microservices backend and micro-frontend architecture support independent deployments, letting our teams ship to production multiple times a day. If you want to have a meaningful impact at a company that means "agile" when we say it, we'd love to hear from you.
What You’ll Do
- Partner with your PM, UX designer, fellow engineers, QA, and customers to define and validate new features end-to-end
- Build user-facing experiences in JavaScript/TypeScript and React that delight our customers
- Design and implement REST API endpoints and microservices using Python with FastAPI or Java with Vert.x, backed by PostgreSQL
- Write unit tests, participate in code reviews, and help maintain quality across the codebase
- Own builds and deployments to staging and production using Docker, GitLab, and Kubernetes
- Identify, prioritize, and resolve bugs and technical debt across the stack
- Share what you learn through mentoring, trainings, and interviewing future teammates
- Contribute to effective AI driven engineering tooling that improves quality and efficiency for every engineer
What We’re Looking For
- 5+ years of professional software development experience, with meaningful exposure to both frontend and backend work (we don't expect equal depth in both)
- Strong proficiency in JavaScript, with experience in React or a similar modern framework
- Strong proficiency in at least one of the following backend languages (Python, Java, or Kotlin) and comfort with SQL and RESTful API design
- Familiarity with modern tooling: TypeScript, Git, and testing frameworks for both front end and back end code
- Hands-on experience with AI coding assistants like Claude Code or Cursor, an eagerness to adopt the latest advancements and best practices, and the judgment to steer AI toward high-quality code you fully understand and can stand behind
- Bachelor's degree in Computer Science or a related field, or equivalent practical experience
- Strong communication skills and the ability to collaborate well with both technical and non-technical teammates
- A passion for building scalable solutions that have real customer impact
Bonus Points
- Proficiency with microservices architecture or micro-frontend infrastructure
- Experience with observability tooling (logging, metrics, tracing)
- Hands-on experience building features that integrate LLMs or AI capabilities into a product
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.
Ready to apply?
Apply to Canopy
SMB Implementation Specialist
Canopy, South Jordan
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.
Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.
Click here to see why our clients 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!
What you’ll do:
- Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts.
- Provide world-class onboarding and training experiences in the form of feature-specific training calls, screen shares, and email communications that help customers achieve value from our software right out of the gate.
- Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients.
- Proactively reach out to users during implementation to encourage adoption of the software by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM’s).
- Provide a comprehensive introduction to a customer’s assigned CSM (when applicable) and facilitate a hand-off post-implementation to ensure the client feels supported moving on from the onboarding experience.
- Be a product & industry expert at all times by staying on top of product development, competition, and industry benchmarks & happenings.
- Work with other teams within Canopy to ensure data/file migration success.
- Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live & engaged on your calls.
- Thoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc. from the onboarding POC.
- Project-manage your action and advocacy items to completion, share ideas for operational improvements, and use seasonal ‘downtime’ to execute on said initiatives or hone and develop your technical support skills.
- Go above and beyond to serve our customers and your team, provide a world-class customer experience, and be a shining, standard-setting example of what it means to be a “Canopian.”
The skills you’ll need:
- 1-2+ years of Implementation experience
- 1-2+ years of SaaS industry experience
- Ownership. Craving responsibility and accountability to the role's above description
- Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must
- Be a self-starter with the ability to drive your own productivity
- Keep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environment
- Excellent written and verbal communication skills in the English language
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
Bonus Points If You Have:
- Amazing MS Excel skills
Why You Want to Work Here:
🌴 Flexible Paid Time Off - that you’re actually encouraged to use plus 10 company holidays!
❤️🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.
💰 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 - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.
☕ 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:
We know 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.
Ready to apply?
Apply to Canopy
Software Developer 2 C# .NET Python, Azure AI
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Who We Are:
Ivanti manages, automates, and protects data and technology to empower continuous innovation. Ivanti Neurons, our AI-powered platform for IT and Security teams, empowers IT and Security to work in lockstep. Headquartered in the U.S. with a truly global footprint, Ivanti serves 34,000 customers in 149 countries, delivering mission-critical IT security, asset, and service management capabilities.
Our award-winning software suite includes:
- Ivanti Neurons Platform
- Enterprise Service Management
- Endpoint Management and Security
- Exposure Management
- Network Security
- Robust native integrations and APIs
Learn more at www.ivanti.com and follow us on social media @GoIvanti.
Our Culture
At Ivanti, our culture is shaped by the values that inspire and guide us every day. We believe that the way we work—together, passionately, and authentically—is just as important as the results we deliver. Our core values foster collaboration, keep customers at our core, raise the bar for performance, and hold us accountable to the highest standards. Here’s what drives us:
Win Together: Open collaboration is the foundation for our success. Transparent communication, mutual trust, and strong alignment help us win as a unified team.
Customers at our Core: IT & Security teams are at the center of our customers’ innovation. We understand, value, prioritize, and obsess over our customers’ needs, to deliver the technology and services that move their businesses forward.
Achieve and Exceed: Performance drives us. We relentlessly pursue our goals, always striving to set new benchmarks of success on behalf of our customers, employees, partners, and investors.
Own It: Debate, decide, commit. We take responsibility for our actions and decisions—demonstrating commitment, integrity, high standards, and a drive for excellence in everything we do.
Why We Need You!
Ivanti is currently seeking an enthusiastic hardworking Senior Software Engineer to develop computer management capabilities for IT departments throughout the world. This person will be a cross-functional member working from the South Jordan, Utah Office. This individual should be able to collaborate well with others inside and outside of the team to build industry leading systems management software solutions.
About The Team
Ivanti Engineering is a driving force behind transforming market challenges into innovative ideas and successful solutions that resonate with customers and achieve business objectives. By combining market insights, strategic planning, and cross-functional collaboration, the Engineering organization ensures every product release meets evolving user needs and competitive demands. This team is instrumental in developing Ivanti's purpose-built platform for CIOs and CISOs powered by Ivanti Neurons - a cloud-scale, hyper-automation layer that enables proactive healing, user-friendly security across the organization and provides an enhanced user experience. This department plays a pivotal role in shaping the company's growth trajectory through continuous innovation and customer-centric solutions.
What you will be doing
Our product teams have a high level of autonomy, working as a close collaborative unit to solve challenges and be successful together. To make this work, our team members need to have good communication & problem-solving skills, be accountable, focus on what is important, treat each other with respect, have the courage to take risks, be pragmatic and open to challenges.
You will be working on the Ivanti Neurons cloud products. Building the future of Ivanti products in the cloud. Ivanti Neurons uses a micro service architecture running on Kubernetes.
- Design, develop, test, and deploy microservices using C#/.Net Core.
- Use Python, build MCP Servers, Build AI Agents, Prompt Engineering, Azure AI Foundry, working with LLMs.
- Design, develop, test, and deploy Web application using Angular.
- Interact with cross-functional groups including product manager, customer support and sales to develop new functionality and support existing customers.
- Interact and collaborate with teams around the world.
- Participate in all phases of the application development process
What you need to be successful
- Bachelor’s degree – Computer Science or related field.
- 6+ years software development experience
- Programming languages: C#, .Net, Python
- Experience with
- Using Python to build MCP Servers, Build AI Agents, Prompt Engineering, Azure AI Foundry, working with LLMs.
- Experience with modern cloud development practices (microservices architectures, REST interfaces, etc.)
- Track record of delivering successful software
- Strong software design and development experience
- Strong understanding of concepts related to computer architecture, data structures and programming practices
- Experience with automated testing and test-driven development
- Ability to work onsite in out South Jordan, UT office 2 days a week Mondays and Wednesdays 9am to 5:30 and remote Tuesday, Thursday and Fridays.
- Ability to start without immigration support now or at any time the future.
Other skills that you may bring along but are not essential are:
- Containers, Kubernetes, Docker
- DevOps experience using YAML, Helm, Terraform
- Experience using Microsoft Azure DevOps (ADO) for tracking work items, bugs, and test cases.
- Microsoft Azure, Azure Kubernetes Services (AKS), Microsoft Azure Cloud Computing Technologies
- Development methodologies: Agile software development including Scrum or Kanban
- SQL Sever
#LI-DW1
#LI-Hybrid Onsite
Ready to apply?
Apply to Ivanti
NA Emerging Enterprise Expansion Sr. Account Executive
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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.
Emerging Enterprise Expansion Account Executives (AEs) accelerate strategic growth across Lucid’s existing customer base within assigned territories. This role focuses on deepening relationships, uncovering net-new use cases, and expanding adoption of the Lucid Visual Collaboration Suite across multiple personas and business units. After qualifying growth opportunities, AEs partner closely with customers to articulate business value, advance complex sales cycles, and ensure long-term customer success and retention.
Responsibilities:
- Own and grow a defined book of business: driving expansion and renewal outcomes through proactive engagement, value-based selling, and executive-level relationship building
- Deliver exceptional customer experience while identifying strategic areas to broaden Lucid adoption across teams, departments, and regions
- Execute a high-velocity, targeted outbound motion within existing accounts to uncover whitespace and generate incremental pipeline
- Forecast accurately and consistently, providing clear visibility into pipeline health, deal progression, and attainment to sales leadership
- Become a subject-matter expert in Lucid’s product suite, market landscape, and customer personas; translating technical and workflow needs into compelling value propositions
- Collaborate cross-functionally (CSM, Marketing, Product, RevOps) to ensure customer success, maximize account penetration, and remove roadblocks to growth
- Demonstrate Lucid’s values daily, especially Teamwork Over Ego, by sharing best practices, mentoring peers, and operationalizing scalable sales motions
- Maintain strong operational rigor and adherence to activity expectations, CRM hygiene, and internal SLAs
- Perform additional responsibilities as required to support team and company objectives
Requirements:
- 4+ years of quota-carrying closing experience (as an Account Executive or similar role, preferably in B2B SaaS or technology sales
- Proven record of consistently achieving or exceeding pipeline and quota targets
- Strong written and verbal communication skills, with the ability to tailor messaging across IC to executive audiences
- Ability to thrive in a dynamic, high-growth environment and manage multiple complex priorities simultaneously
- Hybrid availability: ability to work from our Raleigh, NC office on Tuesdays and Thursdays
Preferred Qualifications:
- Experience driving expansion, renewals, or cross-sell motions within existing customer accounts (Account Executive, Account Manager, or similar role)
- Expertise working in Salesforce CRM and managing pipeline with operational rigor
- Experience with Outreach or similar sales engagement workflows
- Demonstrated ability to position a competitive software solution and win against direct/indirect competitors
- Bachelor's degree or equivalent work experience
#LI-MG1
Ready to apply?
Apply to Lucid Software
NA Emerging Enterprise Expansion Sr. Account Executive
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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.
Emerging Enterprise Expansion Account Executives (AEs) accelerate strategic growth across Lucid’s existing customer base within assigned territories. This role focuses on deepening relationships, uncovering net-new use cases, and expanding adoption of the Lucid Visual Collaboration Suite across multiple personas and business units. After qualifying growth opportunities, AEs partner closely with customers to articulate business value, advance complex sales cycles, and ensure long-term customer success and retention.
Responsibilities:
- Own and grow a defined book of business: driving expansion and renewal outcomes through proactive engagement, value-based selling, and executive-level relationship building
- Deliver exceptional customer experience while identifying strategic areas to broaden Lucid adoption across teams, departments, and regions
- Execute a high-velocity, targeted outbound motion within existing accounts to uncover whitespace and generate incremental pipeline
- Forecast accurately and consistently, providing clear visibility into pipeline health, deal progression, and attainment to sales leadership
- Become a subject-matter expert in Lucid’s product suite, market landscape, and customer personas; translating technical and workflow needs into compelling value propositions
- Collaborate cross-functionally (CSM, Marketing, Product, RevOps) to ensure customer success, maximize account penetration, and remove roadblocks to growth
- Demonstrate Lucid’s values daily, especially Teamwork Over Ego, by sharing best practices, mentoring peers, and operationalizing scalable sales motions
- Maintain strong operational rigor and adherence to activity expectations, CRM hygiene, and internal SLAs
- Perform additional responsibilities as required to support team and company objectives
Requirements:
- 4+ years of quota-carrying closing experience (as an Account Executive or similar role, preferably in B2B SaaS or technology sales
- Proven record of consistently achieving or exceeding pipeline and quota targets
- Strong written and verbal communication skills, with the ability to tailor messaging across IC to executive audiences
- Ability to thrive in a dynamic, high-growth environment and manage multiple complex priorities simultaneously
- Hybrid availability: ability to work from our South Jordan, UT office on Tuesdays and Thursdays
Preferred Qualifications:
- Experience driving expansion, renewals, or cross-sell motions within existing customer accounts (Account Executive, Account Manager, or similar role)
- Expertise working in Salesforce CRM and managing pipeline with operational rigor
- Experience with Outreach or similar sales engagement workflows
- Demonstrated ability to position a competitive software solution and win against direct/indirect competitors
- Bachelor's degree or equivalent work experience
#LI-MG1
Ready to apply?
Apply to Lucid Software
NA Corporate Expansion Sr. Account Executive
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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.
Corporate Expansion Account Executives (AEs) accelerate strategic growth across Lucid’s existing customer base within assigned territories. This role focuses on deepening relationships, uncovering net-new use cases, and expanding adoption of the Lucid Visual Collaboration Suite across multiple personas and business units. After qualifying growth opportunities, AEs partner closely with customers to articulate business value, advance complex sales cycles, and ensure long-term customer success and retention.
Responsibilities:
- Own and grow a defined book of business: driving expansion and renewal outcomes through proactive engagement, value-based selling, and executive-level relationship building
- Deliver exceptional customer experience while identifying strategic areas to broaden Lucid adoption across teams, departments, and regions
- Execute a high-velocity, targeted outbound motion within existing accounts to uncover whitespace and generate incremental pipeline
- Forecast accurately and consistently, providing clear visibility into pipeline health, deal progression, and attainment to sales leadership
- Become a subject-matter expert in Lucid’s product suite, market landscape, and customer personas; translating technical and workflow needs into compelling value propositions
- Collaborate cross-functionally (CSM, Marketing, Product, RevOps) to ensure customer success, maximize account penetration, and remove roadblocks to growth
- Demonstrate Lucid’s values daily, especially Teamwork Over Ego, by sharing best practices, mentoring peers, and operationalizing scalable sales motions
- Maintain strong operational rigor and adherence to activity expectations, CRM hygiene, and internal SLAs
- Perform additional responsibilities as required to support team and company objectives
Requirements:
- 4+ years of quota-carrying closing experience (as an Account Executive or similar role, preferably in B2B SaaS or technology sales)
- Proven record of consistently achieving or exceeding pipeline and quota targets
- Strong written and verbal communication skills, with the ability to tailor messaging across IC to executive audiences
- Ability to thrive in a dynamic, high-growth environment and manage multiple complex priorities simultaneously
Preferred Qualifications:
- Experience driving expansion, renewals, or cross-sell motions within existing customer accounts (Account Executive, Account Manager, or similar role)
- Expertise working in Salesforce CRM and managing pipeline with operational rigor
- Experience with Outreach or similar sales engagement workflows
- Demonstrated ability to position a competitive software solution and win against direct/indirect competitors
- Bachelor's degree or equivalent work experience
#LI-MG1 #LI-Remote
Ready to apply?
Apply to Lucid Software
NA Mid-Market Expansion Account Executive
Share this job
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.
Mid-Market Account Executives (AEs) lead the strategic business growth for current Lucidchart and Lucidspark customers across their assigned territories. Post prospect qualification, AEs will work directly with existing customers to create business value across multiple personas, continually working to close sales opportunities. AEs will also work to ensure renewals, drive expansion, and continual customer engagement.
- Effectively close business, prospect, and build personal relationships with existing book of accounts
- Provide excellent customer service and upkeep of existing clientele while identifying strategic opportunities to expand Lucid suite adoption
- Displays a strong “out of the box” thinking approach to improve best practices around outbound prospecting and pipeline generation
- Create and maintain reliable forecasts that create transparency between your pipeline and the management team
- Become an expert in demonstrating the value of the Lucid Suite, understanding the target market and personas
- Develop a mentality of Teamwork Over Ego seeking opportunities to help others and lead out critical initiatives
- Meet team standards around activity, accountability, and internal cross-functional SLAs
- Other duties as assigned
Requirements:
- 4+ years closing experience (as an Account Executive or similar role; preferably in tech/SaaS)
- Outstanding written and verbal communication skills
- This position is hybrid, combining remote work with in-person collaboration at our Raleigh, NC office two days per week (Tuesday and Thursday).
Preferred Qualifications:
- Experience with Salesforce or similar CRM
- Experience in building personal relationships and expanding existing book of accounts (as an Account Manager, or similar role)
- Experience with software sales (prospecting & closing)
- Experience with Salesforce leads, contacts, and opportunities
- Maintains clean Salesforce hygiene
- Ability to manage a large number of prospects and opportunities simultaneously
- Experience with Outreach or similar workflow software
- Skilled in selling a product against direct and indirect competitors
- BA/BS degree or equivalent
#LI-DS1
Ready to apply?
Apply to Lucid Software
NA Mid-Market Expansion Account Executive
Share this job
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.
Mid-Market Account Executives (AEs) lead the strategic business growth for current Lucidchart and Lucidspark customers across their assigned territories. Post prospect qualification, AEs will work directly with existing customers to create business value across multiple personas, continually working to close sales opportunities. AEs will also work to ensure renewals, drive expansion, and continual customer engagement.
- Effectively close business, prospect, and build personal relationships with existing book of accounts
- Provide excellent customer service and upkeep of existing clientele while identifying strategic opportunities to expand Lucid suite adoption
- Displays a strong “out of the box” thinking approach to improve best practices around outbound prospecting and pipeline generation
- Create and maintain reliable forecasts that create transparency between your pipeline and the management team
- Become an expert in demonstrating the value of the Lucid Suite, understanding the target market and personas
- Develop a mentality of Teamwork Over Ego seeking opportunities to help others and lead out critical initiatives
- Meet team standards around activity, accountability, and internal cross-functional SLAs
- Other duties as assigned
Requirements:
- 4+ years closing experience (as an Account Executive or similar role; preferably in tech/SaaS)
- Outstanding written and verbal communication skills
- This position is hybrid, combining remote work with in-person collaboration at our South Jordan, UT office two days per week (Tuesday and Thursday).
Preferred Qualifications:
- Experience with Salesforce or similar CRM
- Experience in building personal relationships and expanding existing book of accounts (as an Account Manager, or similar role)
- Experience with software sales (prospecting & closing)
- Experience with Salesforce leads, contacts, and opportunities
- Maintains clean Salesforce hygiene
- Ability to manage a large number of prospects and opportunities simultaneously
- Experience with Outreach or similar workflow software
- Skilled in selling a product against direct and indirect competitors
- BA/BS degree or equivalent
#LI-DS1
Ready to apply?
Apply to Lucid Software
Customer Support Specialist - Tier 1
Canopy, Utah
About Us
Canopy is a fast-growing SaaS company in Draper, 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.
Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.
Click here to see why our clients 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
As a member of the Customer Support team, you will provide top-tier service and support primarily to users of our software via email, in-app chat, and phone channels.
Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest desire to learn and progress, you will build upon this reputation. This is not a role in which you simply answer phones and read from a script. You will think critically to help to create new pathways for our customers, outline solutions, and form the foundation of a rapidly-growing company and team.
What You'll Do
- Anticipate and resolve customer issues in a professional and timely manner
- Provide superior customer service and remote troubleshooting assistance
- Take ownership of customer issues and advocate for their needs, adjusting urgency and escalation based on customer context and issue severity
- Develop sound understanding of Canopy’s current and upcoming features
- Identify opportunities to answer questions, even before they are asked
- Explain step-by-step instructions and assist users in navigation through software
- Drive value to customers by informing them of new resources and products that will make an impact on their businesses
- Maintain a positive and patient attitude with all customers
- Coordinate within the organization for technical and account level issues
- Help improve and perfect processes across the support organization
What we’re Looking For
- A self-starter with desire to take ownership of the role and above responsibilities
- Tech-savvy with the ability to learn software and new tools quickly
- Organizational skills, creativity, and a solution-oriented focus
- Willingness to learn about tax resolution industry and IRS forms as they relate to the software and its functions
- Excellent written and verbal communication skills in the English language
- Ability to pivot with a growing company and accept new challenges
- Be able to type at 50 wpm or faster
- Excitement about implementing and utilizing AI in day to day work flows
Essential Functions
- Work a consistent and reliable full-time schedule, including adherence to assigned shifts, breaks, and attendance expectations.
- Schedule: Typically 40 hours per week, Monday through Friday. In-office, MWF. Individual schedules may vary slightly based on team needs and role responsibilities. May require evening or weekend coverage depending on team rotation and seasonality.
- Ability to sit or stand at a desk for extended periods of time, while using a computer for extended periods.
- Ability to operate a computer throughout the day.
- Ability to communicate clearly and professionally in writing and verbally, with external customers and internal employees, via phone and computer systems (with or without reasonable accommodations).
- Ability to use sales tools such as Salesforce, Intercom, Google Suite, Slack.
- Maintain focus and professionalism in high-pressure situations.
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
Bonus Points If You Have:
- Experience in support ticketing systems
- Previous customer service and support experience
- 2-3 years experience in a call center environment
- Experience in the accounting & tax software space
Why You Want to Work Here:
🌴 Flexible Paid Time Off - that you’re actually encouraged to use plus 10 company holidays!
❤️🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.
💰 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.
💡 DEIB Committee - 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:
We know 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.
Ready to apply?
Apply to Canopy
Sr. Security Trust & Assurance Analyst
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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 looking for a motivated Sr. Security Analyst who will help handle and manage security requirements, monitor our compliance with ISO27001 & SOC 2 and be the person to talk to our customers and respond to all vendor security questionnaires.
Responsibilities:
- Lead implementation of security controls: With the support of our current Information Security Manager, take charge of implementing and enhancing information security controls, particularly focusing on SOC2, ensuring alignment with laws, regulations, industry standards (e.g., GDPR, ISO27001), and business requirements.
- Monitor and investigate security issues: Oversee the monitoring, investigation, and resolution of issues, creating reports, conducting security assessments, and driving security programs across the organization.
- Manage SaaS product security technologies: Supervise the implementation and management of security technologies related to our SaaS product.
- Support in client interactions: Assist departments with information security-related questions during proposal and negotiation processes with potential clients/customers.
- Drive security awareness: Develop and deliver security awareness and training programs to educate employees on best practices, fostering a strong security culture.
- Conduct security assessments: Perform regular security assessments and audits to identify gaps in the company’s security posture, recommending and driving remediation actions.
- Ensure device compliance: Take ownership of company device management to maintain compliance with regulations and industry standards.
Requirements:
- 5+ years of relevant experience
- Relevant academic background: Bachelor’s or Master’s degree in IT security, information systems, computer science, technology management, or a similar field, or equivalent apprenticeship experience with foundational knowledge of information security-related topics.
- Understanding of SaaS security: Strong grasp of the security challenges and solutions for modern cloud-based SaaS providers.
- Experience in information security management: At least 1 year of working experience with information security management systems, including risk assessment, threat management, and incident response.
- Problem-solving mindset: Passionate about combining robust security with the fast-paced environment of a SaaS product management startup.
- Project management skills: Self-driven project manager familiar with the workstreams of ISO 27001 and SOC 2 certification processes.
- Technical security knowledge: Basic understanding of modern web application architecture (e.g., OWASP Top 10), cloud hosting technologies (e.g., Kubernetes, infrastructure as code), and best practices for securing these environments.
- Strong interpersonal skills: Ability to communicate effectively with colleagues and customers at all levels, building strong relationships with various stakeholders.
- Ability to work effectively both as an individual and in a team setting.
- Language proficiency: Excellent written and spoken English; German is a plus.
Preferred Qualifications:
- Possession of a CISA, CISM, CISSP, or CRISC certification(s) is a strong plus.
- Understanding of common security frameworks and principles (e.g. NIST 800-53, ISO 27001, SOC 2, etc).
- Understanding of common risk analysis methodologies (e.g. OCTAVE, FAIR, NIST 800-30).
- Practical audit management experience (auditor-facing and customer-facing).
LI-MK1
Ready to apply?
Apply to Lucid Software
Sr. Security Trust & Assurance Analyst
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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 looking for a motivated Sr. Security Analyst who will help handle and manage security requirements, monitor our compliance with ISO27001 & SOC 2 and be the person to talk to our customers and respond to all vendor security questionnaires.
Responsibilities:
- Lead implementation of security controls: With the support of our current Information Security Manager, take charge of implementing and enhancing information security controls, particularly focusing on SOC2, ensuring alignment with laws, regulations, industry standards (e.g., GDPR, ISO27001), and business requirements.
- Monitor and investigate security issues: Oversee the monitoring, investigation, and resolution of issues, creating reports, conducting security assessments, and driving security programs across the organization.
- Manage SaaS product security technologies: Supervise the implementation and management of security technologies related to our SaaS product.
- Support in client interactions: Assist departments with information security-related questions during proposal and negotiation processes with potential clients/customers.
- Drive security awareness: Develop and deliver security awareness and training programs to educate employees on best practices, fostering a strong security culture.
- Conduct security assessments: Perform regular security assessments and audits to identify gaps in the company’s security posture, recommending and driving remediation actions.
- Ensure device compliance: Take ownership of company device management to maintain compliance with regulations and industry standards.
Requirements:
- 5+ years of relevant experience
- Relevant academic background: Bachelor’s or Master’s degree in IT security, information systems, computer science, technology management, or a similar field, or equivalent apprenticeship experience with foundational knowledge of information security-related topics.
- Understanding of SaaS security: Strong grasp of the security challenges and solutions for modern cloud-based SaaS providers.
- Experience in information security management: At least 1 year of working experience with information security management systems, including risk assessment, threat management, and incident response.
- Problem-solving mindset: Passionate about combining robust security with the fast-paced environment of a SaaS product management startup.
- Project management skills: Self-driven project manager familiar with the workstreams of ISO 27001 and SOC 2 certification processes.
- Technical security knowledge: Basic understanding of modern web application architecture (e.g., OWASP Top 10), cloud hosting technologies (e.g., Kubernetes, infrastructure as code), and best practices for securing these environments.
- Strong interpersonal skills: Ability to communicate effectively with colleagues and customers at all levels, building strong relationships with various stakeholders.
- Ability to work effectively both as an individual and in a team setting.
- Language proficiency: Excellent written and spoken English; German is a plus.
Preferred Qualifications:
- Possession of a CISA, CISM, CISSP, or CRISC certification(s) is a strong plus.
- Understanding of common security frameworks and principles (e.g. NIST 800-53, ISO 27001, SOC 2, etc).
- Understanding of common risk analysis methodologies (e.g. OCTAVE, FAIR, NIST 800-30).
- Practical audit management experience (auditor-facing and customer-facing).
LI-MK1
Ready to apply?
Apply to Lucid Software
NA SMB Expansion Account Executive
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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.
SMB Expansion Account Executives (AEs) lead the strategic business growth for current Lucidchart and Lucidspark customers across their assigned territories. Post prospect qualification, AEs will work directly with existing customers to create business value across multiple personas, continually working to close sales opportunities. AEs will also work to ensure renewals, drive expansion and continual customer engagement.
Responsibilities:
- Effectively close business, prospect, and build personal relationships with existing book of accounts
- Provide excellent customer service and upkeep of existing clientele while identifying strategic opportunities to expand Lucid Suite adoption
- Displays a strong “out of the box” thinking approach to improve best practices around outbound prospecting and pipeline generation
- Create and maintain reliable forecasts that create transparency between your pipeline and the management team
- Become an expert in demonstrating the value of the Lucid Suite, understanding the target market and personas
- Develop a mentality of Teamwork Over Ego seeking opportunities to help others and lead out critical initiatives
- Meet team standards around activity, accountability, and internal cross-functional SLAs
- Other duties as assigned
Requirements:
- 1-3 years relevant sales experience (preferably in SaaS/tech)
- At least 1 year of closing experience
- Outstanding written and verbal communication skills
- This position is hybrid, combining remote work with in-person collaboration at our Raleigh, NC office two days per week (Tuesday and Thursday).
Preferred Qualifications:
- Experience with Salesforce or similar CRM
- Experience in closing business (as an Account Executive, or similar role)
- Experience in building personal relationships and expanding existing book of accounts (as an Account Manager, or similar role)
- Experience with software sales (prospecting & closing)
- Maintains clean Salesforce hygiene
- Ability to manage a large number of prospects and opportunities simultaneously
- Experience with Sales Loft or similar workflow software
- Skilled in selling a product against direct and indirect competitors
- BA/BS degree or equivalent
#LI-DS1
Ready to apply?
Apply to Lucid Software
NA SMB Expansion Account Executive
Share this job
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.
SMB Expansion Account Executives (AEs) lead the strategic business growth for current Lucidchart and Lucidspark customers across their assigned territories. Post prospect qualification, AEs will work directly with existing customers to create business value across multiple personas, continually working to close sales opportunities. AEs will also work to ensure renewals, drive expansion and continual customer engagement.
Responsibilities:
- Effectively close business, prospect, and build personal relationships with existing book of accounts
- Provide excellent customer service and upkeep of existing clientele while identifying strategic opportunities to expand Lucid Suite adoption
- Displays a strong “out of the box” thinking approach to improve best practices around outbound prospecting and pipeline generation
- Create and maintain reliable forecasts that create transparency between your pipeline and the management team
- Become an expert in demonstrating the value of the Lucid Suite, understanding the target market and personas
- Develop a mentality of Teamwork Over Ego seeking opportunities to help others and lead out critical initiatives
- Meet team standards around activity, accountability, and internal cross-functional SLAs
- Other duties as assigned
Requirements:
- 1-3 years relevant sales experience (preferably in SaaS/tech)
- At least 1 year of closing experience
- Outstanding written and verbal communication skills
- This position is hybrid, combining remote work with in-person collaboration at our South Jordan, UT office two days per week (Tuesday and Thursday).
Preferred Qualifications:
- Experience with Salesforce or similar CRM
- Experience in closing business (as an Account Executive, or similar role)
- Experience in building personal relationships and expanding existing book of accounts (as an Account Manager, or similar role)
- Experience with software sales (prospecting & closing)
- Maintains clean Salesforce hygiene
- Ability to manage a large number of prospects and opportunities simultaneously
- Experience with Sales Loft or similar workflow software
- Skilled in selling a product against direct and indirect competitors
- BA/BS degree or equivalent
#LI-DS1
Ready to apply?
Apply to Lucid Software
Deal Desk Manager
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.
Click here to see why our clients 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’re looking for a strategic and collaborative Deal Desk Manager, to build and scale our deal desk operations from the ground up. Reporting to the Controller, you’ll be a key player in driving efficient deal execution while ensuring strong financial outcomes. This is a high-impact role that partners closely with Sales, Finance, and Legal to guide deal structure, pricing strategy, and contract processes.
If you’re energized by building systems, aligning cross-functional teams, and helping deals move faster and smarter, this is your opportunity to lead the charge.
This is a hybrid position in South Jordan, Utah (M, W, F in-office).
What You’ll Do
- Design the Deal Desk Function: Build out deal desk strategy, frameworks, and workflows—including approval policies, escalation paths, and discounting guidelines.
- Lead Day-to-Day Operations: Manage the review and approval of inbound deal requests, ensuring accuracy, compliance, and timely support to Sales teams.
- Serve as a Strategic Advisor: Partner closely with Account Executives and Sales leadership to structure competitive, scalable, and financially sound deals.
- Support Financial Analysis: Collaborate with the Controller and FP&A team to assess deal profitability, ARR impact, and revenue recognition considerations.
- Drive Process Improvement: Identify bottlenecks and implement improvements to reduce deal cycle time, improve accuracy, and enhance visibility.
- Ensure Cross-Functional Alignment: Liaise between Finance, Sales, RevOps, and Legal to align on pricing strategies and contract requirements.
- Develop Reporting & Insights: Track key deal metrics (e.g., approval turnaround, discounting trends, margin impact) and present findings to leadership.
- Lay the Foundation for Scale: Document deal desk playbooks, approval policies, and training resources to support company growth.
What We’re Looking For
- Experience: 5+ years of experience in deal desk—preferably in SaaS or recurring-revenue businesses.
- Leadership: Experience building or leading a deal desk function or similar cross-functional initiative.
- Technical & Financial Acumen: Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.
- Tools Knowledge: Proficient in Salesforce and Excel/Google Sheets; experience with CPQ tools or contract lifecycle management (CLM) systems a plus.
- Strong Communicator: Ability to synthesize complex information and influence stakeholders across departments.
- Operational Mindset: Detail-oriented with a drive to streamline, standardize, and scale business processes.
- Education: Bachelor’s degree in Finance, Business, Accounting, or a related field required; MBA or advanced degree is a plus.
Bonus Points If You:
- Have supported or built a deal desk function at a growth-stage SaaS company
- Can translate between Sales speak and Finance speak without missing a beat
- Thrive in environments where you can build, iterate, and optimize from scratch
- Bring a collaborative, low-ego approach to cross-functional problem solving
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.
Ready to apply?
Apply to Canopy
Implementation Specialist, Mid Market
Canopy, South Jordan
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.
Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.
Click here to see why our clients 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!
What you’ll do:
- Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts
- Provide world-class onboarding and training experiences in the form of feature-specific training calls, screen shares, and email communications that help customers achieve value from our software right out of the gate
- Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients
- Proactively reach out to users during implementation to encourage adoption of the software by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM’s)
- Provide a comprehensive introduction to a customer’s assigned CSM (when applicable) and facilitate a hand-off post-implementation to ensure the client feels supported moving on from the onboarding experience.
- Be a product & industry expert at all times by staying on top of product development, competition, and industry benchmarks & happenings
- Work with other teams within Canopy to ensure data/file migration success
- Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live & engaged on your calls
- Thoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc. from the onboarding POC
- Project-manage your action and advocacy items to completion, share ideas for operational improvements, and use seasonal ‘downtime’ to execute on said initiatives or hone and develop your technical support skills
- Go above and beyond to serve our customers and your team, provide a world-class customer experience, and be a shining, standard-setting example of what it means to be a “Canopian”
The skills you’ll need:
- 1-2+ years of Implementation experience
- 1-2+ years of SaaS industry experience
- Ownership. Craving responsibility and accountability to the role's above description
- Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must
- Be a self-starter with the ability to drive your own productivity
- Keep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environment
- Excellent written and verbal communication skills in the English language
Bonus Points If You Have:
- Amazing MS Excel skills
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 - that you’re actually encouraged to use plus 10 company holidays!
❤️🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.
💰 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 - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.
☕ 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:
We know 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.
Ready to apply?
Apply to Canopy
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.
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Sr. Technical Project Manager
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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, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, 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. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diverse perspectives and are dedicated to creating an environment that is respectful and inclusive for everyone.
Our Product Engineering team is seeking a Technical Project Manager to act as a strategic driver for our most complex, cross-functional initiatives. You aren't just a coordinator; you are the "engine" that ensures our technical vision translates into high-quality, delivered reality.
As a Sr. TPM, you will bridge the gap between product strategy and engineering execution. You will navigate technical complexities, manage intricate dependencies across multiple teams, and foster an environment of predictable, high-velocity delivery. You will serve as a Scrum Master and your primary impact will be in optimizing the systems and processes that allow our engineers to do their best work.
Responsibilities:
- Drive the end-to-end execution of large-scale engineering projects, from initial technical discovery through to global deployment and post-launch monitoring.
- Beyond facilitating Scrum ceremonies, you will analyze our development lifecycle to identify systemic bottlenecks and implement process improvements that increase team predictable velocity.
- Proactively map and manage complex dependencies across multiple engineering squads. Identify "red flags" early and develop creative mitigation strategies before they impact the critical path.
- Partner deeply with Engineering Managers and Architects to understand technical constraints and trade-offs, ensuring project plans are realistic and technically sound.
- Develop and maintain sophisticated dashboards (using Jira and other tools) to track health, focusing on lead times, cycle times, and throughput to provide a transparent view of engineering health to leadership.
- Act as the primary point of communication for executive stakeholders, providing clarity on progress, risks, and resource allocation.
- Evangelize Agile/Lean best practices across the organization and mentor mid-level PMs or Scrum Masters on advanced project management techniques.
Requirements:
- 5+ years of experience in technical project management or program management, specifically within high-growth SaaS engineering organizations.
- Functional understanding of the software development lifecycle (SDLC) to effectively translate technical requirements into actionable plans.
- Deep expertise in various Agile frameworks (Scrum, Kanban, XP) and the ability to adapt them to the unique needs of different teams rather than following a rigid playbook.
- Proficiency in Jira (including JQL, automation, etc) and documentation tools like Confluence.
- Thrive in ambiguity and can create structure out of chaos.
- Certified Scrum Master (CSM)
Preferred Qualifications:
- Project management qualification (PMP) or equivalent
#LI-DA1
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Sr. Technical Project Manager
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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, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, 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. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diverse perspectives and are dedicated to creating an environment that is respectful and inclusive for everyone.
Our Product Engineering team is seeking a Technical Project Manager to act as a strategic driver for our most complex, cross-functional initiatives. You aren't just a coordinator; you are the "engine" that ensures our technical vision translates into high-quality, delivered reality.
As a Sr. TPM, you will bridge the gap between product strategy and engineering execution. You will navigate technical complexities, manage intricate dependencies across multiple teams, and foster an environment of predictable, high-velocity delivery. You will serve as a Scrum Master and your primary impact will be in optimizing the systems and processes that allow our engineers to do their best work.
Responsibilities:
- Drive the end-to-end execution of large-scale engineering projects, from initial technical discovery through to global deployment and post-launch monitoring.
- Beyond facilitating Scrum ceremonies, you will analyze our development lifecycle to identify systemic bottlenecks and implement process improvements that increase team predictable velocity.
- Proactively map and manage complex dependencies across multiple engineering squads. Identify "red flags" early and develop creative mitigation strategies before they impact the critical path.
- Partner deeply with Engineering Managers and Architects to understand technical constraints and trade-offs, ensuring project plans are realistic and technically sound.
- Develop and maintain sophisticated dashboards (using Jira and other tools) to track health, focusing on lead times, cycle times, and throughput to provide a transparent view of engineering health to leadership.
- Act as the primary point of communication for executive stakeholders, providing clarity on progress, risks, and resource allocation.
- Evangelize Agile/Lean best practices across the organization and mentor mid-level PMs or Scrum Masters on advanced project management techniques.
Requirements:
- 5+ years of experience in technical project management or program management, specifically within high-growth SaaS engineering organizations.
- Functional understanding of the software development lifecycle (SDLC) to effectively translate technical requirements into actionable plans.
- Deep expertise in various Agile frameworks (Scrum, Kanban, XP) and the ability to adapt them to the unique needs of different teams rather than following a rigid playbook.
- Proficiency in Jira (including JQL, automation, etc) and documentation tools like Confluence.
- Thrive in ambiguity and can create structure out of chaos.
- Certified Scrum Master (CSM)
Preferred Qualifications:
- Project management qualification (PMP) or equivalent
#LI-DA1
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Product Manager
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Lucid Software is the leader in visual collaboration, helping teams see and build the future from idea to reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, 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. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diversity and are dedicated to creating an environment that is respectful and inclusive for everyone.
We are looking for an impact-oriented Product Manager to bridge the gap between complex data and human collaboration. You’ll join a high-caliber squad of designers and engineers building everything from tailored, persona-based solutions to the scalable infrastructure that powers them—including intelligent features that leverage AI. We aren’t just looking for a "feature-shipper"; we need a strategic partner who thrives on technical complexity and maintains a relentless obsession with elegant user experiences. If you are a natural mentor who excels at distilling the ambiguity of a rapidly evolving platform into a clear vision, join us—let’s build the future of visual collaboration together.
Responsibilities:
- Drive Cross-Functional Alignment: Partner with UX, Engineering, Marketing, and Sales to champion the user and deliver high-impact features.
- Deepen Customer Insight: Conduct effective qualitative and quantitative research to become the primary advocate for user needs and motivations.
- Own the Product Lifecycle: Lead features from initial ideation and specification through launch, analysis, and continuous iteration.
- Prioritize for Impact: Ruthlessly prioritize roadmaps and communicate strategic trade-offs to stakeholders to meet core business goals.
- Deliver Excellence: Define and move key business metrics (KPIs) through a disciplined approach to product optimization and data analysis.
- Bridge Design & Tech: Collaborate with Designers to achieve world-class UX while working alongside Engineers to navigate complex technical trade-offs.
Requirements:
- Education & Experience: Bachelor’s degree and 3+ years of software Product Management experience, with a proven track record of driving core business metrics in a B2B SaaS environment.
- Strategic Discovery: Solid skills at de-risking initiatives by using creative, lean methodologies to validate hypotheses and ideas quickly.
- Versatile Communication: Ability to act as a "translator" across the organization—communicating effectively with everyone from engineers and sales reps to executive-level customers and end users.
- Technical & Design Fluency: Proficient in navigating complex technical trade-offs and partnering with UX to translate complicated workflows into simple, intuitive experiences.
- Teamwork over Ego: A history of building high-trust, productive relationships with Engineering and UX counterparts that foster a culture of collective success.
- Growth Mindset: A proactive approach to seeking feedback, learning quickly, and iterating based on data and team insights.
Preferred Qualifications:
- Design Sensibility: A high bar for product polish and a keen eye for how design and brand consistency drive user trust and engagement.
- Domain Expertise: Experience building document-centric or canvas-based solutions within the SaaS space (e.g., editors, whiteboarding, or content management).
- Growth Methodology: Experience with rapid prototyping and lean learning techniques, including the ability to design and interpret A/B and multivariate tests.
- Data Fluency: Comfort navigating complex data sets to uncover the behavioral insights that inform a winning product roadmap.
#LI-NJ1
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Product Manager
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Lucid Software is the leader in visual collaboration, helping teams see and build the future from idea to reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, 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. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diversity and are dedicated to creating an environment that is respectful and inclusive for everyone.
We are looking for an impact-oriented Product Manager to bridge the gap between complex data and human collaboration. You’ll join a high-caliber squad of designers and engineers building everything from tailored, persona-based solutions to the scalable infrastructure that powers them—including intelligent features that leverage AI. We aren’t just looking for a "feature-shipper"; we need a strategic partner who thrives on technical complexity and maintains a relentless obsession with elegant user experiences. If you are a natural mentor who excels at distilling the ambiguity of a rapidly evolving platform into a clear vision, join us—let’s build the future of visual collaboration together.
Responsibilities:
- Drive Cross-Functional Alignment: Partner with UX, Engineering, Marketing, and Sales to champion the user and deliver high-impact features.
- Deepen Customer Insight: Conduct effective qualitative and quantitative research to become the primary advocate for user needs and motivations.
- Own the Product Lifecycle: Lead features from initial ideation and specification through launch, analysis, and continuous iteration.
- Prioritize for Impact: Ruthlessly prioritize roadmaps and communicate strategic trade-offs to stakeholders to meet core business goals.
- Deliver Excellence: Define and move key business metrics (KPIs) through a disciplined approach to product optimization and data analysis.
- Bridge Design & Tech: Collaborate with Designers to achieve world-class UX while working alongside Engineers to navigate complex technical trade-offs.
Requirements:
- Education & Experience: Bachelor’s degree and 3+ years of software Product Management experience, with a proven track record of driving core business metrics in a B2B SaaS environment.
- Strategic Discovery: Solid skills at de-risking initiatives by using creative, lean methodologies to validate hypotheses and ideas quickly.
- Versatile Communication: Ability to act as a "translator" across the organization—communicating effectively with everyone from engineers and sales reps to executive-level customers and end users.
- Technical & Design Fluency: Proficient in navigating complex technical trade-offs and partnering with UX to translate complicated workflows into simple, intuitive experiences.
- Teamwork over Ego: A history of building high-trust, productive relationships with Engineering and UX counterparts that foster a culture of collective success.
- Growth Mindset: A proactive approach to seeking feedback, learning quickly, and iterating based on data and team insights.
Preferred Qualifications:
- Design Sensibility: A high bar for product polish and a keen eye for how design and brand consistency drive user trust and engagement.
- Domain Expertise: Experience building document-centric or canvas-based solutions within the SaaS space (e.g., editors, whiteboarding, or content management).
- Growth Methodology: Experience with rapid prototyping and lean learning techniques, including the ability to design and interpret A/B and multivariate tests.
- Data Fluency: Comfort navigating complex data sets to uncover the behavioral insights that inform a winning product roadmap.
#LI-NJ1
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Senior Enablement Manager of New Hire Onboarding & Customer Success
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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
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Join Axon and be a Force for Good.
At Axon, we’re on a mission to Protect Life. We’re explorers, pursuing society’s most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities and each other.
Life at Axon is fast-paced, challenging and meaningful. Here, you’ll take ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter.
Your Impact
Axon is the developer and manufacturer of conducted electrical weapons, body worn cameras, and digital evidence management solutions. By successfully applying technical solutions to age old problems in digital video capture, the Axon team has redefined public and private sector technology around the globe. We are a team of passionate and dedicated professionals who desire to disrupt our industry and protect life with our products. Axon is seeking a high-energy, results driven pre-sales sales engineer who thrives on pitching technology to leadership as well as support staff and end-users. This individual will play an instrumental role in accelerating our sales initiatives and must be a self-starter, who excels in a high-paced, evangelistic startup environment focused on Law Enforcement and the public safety space.
What You’ll Do
Location: Jordan, travel up to 70% of time
Reports to: Sr Manager, Emerging Markets
- Achieve mastery of all Axon technologies / products
- Use exceptional written and oral communication skills to lead business and technical presentations effectively
- Have technical conversations with IT departments, including CIOs, as well as channel partner leadership and technical stakeholders
- Set and manage expectations with customers and team members
- Provide 1st-level technical support throughout the pre-sales cycle for opportunities
- Remain organized and focused on removing sales obstacles through creativity and adaptation to rapidly changes circumstances
- Develop relationships with key partners for growth within their customer base
- Effectively position the technology against competitive offerings
- Be responsible for representing the products, company values, and brand to customers and at field events such as industry and user conferences, tech summits, etc.
- Take ownership of the POC/Pilot process: Coordinate logistics across all stakeholders, assess customer requirements/objectives, and tailor POC tests and findings, accordingly, assist prospects with initial configuration and orientation
- Where possible, improve or develop technical documentation to ease understanding and customer or channel usage of our products and services
- Capture requested features and provide feedback to Product Management, Sales, Development, Support, Engineering and Marketing teams
- Develop Statements of Work (SOW) for Professional Services necessary for binding quote
- Perform other duties and projects as assigned
What You Bring
- Willingness to travel;
- Fluent English and Arabic, French is a plus;
- Assist Sales with presentations and analysis to enlarge customer portfolio;
- Training new employees;
- Document translation & verification for new products Axon brings to the market
- Assist Sales Executives in commercial offer documentation
- Educational background:
- Associates degree in Engineering or Computer Science (or equivalent field), or 5+ years relevant experience.
- Professional background:
- 4+ years customer facing pre-sales or consulting background required
- 3+ years of experience with public procurement in META
- Experience selling SaaS based solutions
- Experience in End User Compute or Cloud Computing preferred
- Experience in networking, storage, virtualization, or related technologies
- Must have intellectual curiosity, humility, accountability and positive approach;
- Strong Technical Writing skills to provide professional responses to customer RFPs / RFIs
- Basic knowledge or curiosity of security, IPsec, InfoSec, hacking and exploitation tools and methodologies.
- Basic knowledge of computer hardware, operating systems, and storage devices.
- Ability to work independently with substantial latitude for action and decision making while maintaining focus on achieving optimal outcomes as part of a collaborative development effort.
- Requires the ability to work independently with substantial latitude for action and decision making while maintaining focus on achieving optimal outcomes as part of a collaborative development effort.
- Strong presentation skills and presence, technical acumen, ability to simplify the complex, ability to work cross-functionally.
- Experience developing Statements of Work (SOW) or similar documents
- Intermediate knowledge of routing and switching methodologies, telecommunications, and Internet technologies.
- Basic knowledge of virtualization and cloud technologies
- Network and Telecommunication-specific professional certifications, such as but not limited to: CCNA, CCNP, ComTIA Network+, WCNA, etc..
- Experience with Law Enforcement technology solutions and public procurement is a plus
*Please submit your Resume in English.
Don’t meet every single requirement? That's ok. At Axon, we Aim Far. We think big with a long-term view because we want to reinvent the world to be a safer, better place. We are also committed to building diverse teams that reflect the communities we serve.
Studies have shown that women and people of color are less likely to apply to jobs unless they check every box in the job description. If you’re excited about this role and our mission to Protect Life but your experience doesn’t align perfectly with every qualification listed here, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Important Notes
The above job description is not intended as, nor should it be construed as, exhaustive of all duties, responsibilities, skills, efforts, or working conditions associated with this job. The job description may change or be supplemented at any time in accordance with business needs and conditions.
Some roles may also require legal eligibility to work in a firearms environment.
We collect personal information from applicants to evaluate candidates for employment. You may request access, deletion, or exercise other CCPA rights at axongreenhousesupport@axon.com or via our Axon Privacy Web Form. For more information, please see the Your California Privacy Rights section of our Applicant and Candidate Privacy Notice.
Axon’s mission is to Protect Life and is committed to the well-being and safety of its employees as well as Axon’s impact on the environment. All Axon employees must be aware of and committed to the appropriate environmental, health, and safety regulations, policies, and procedures. Axon employees are empowered to report safety concerns as they arise and activities potentially impacting the environment.
We are an equal opportunity employer that promotes justice, advances equity, values diversity and fosters inclusion. We’re committed to hiring the best talent — regardless of race, creed, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations and ordinances — and empowering all of our employees so they can do their best work. If you have a disability or special need that requires assistance or accommodation during the application or the recruiting process, please email recruitingops@axon.com. Please note that this email address is for accommodation purposes only. Axon will not respond to inquiries for other purposes.
Phishing alert: Axon will never ask you to pay for any part of the hiring process, including training, equipment, or background checks. We do not make job offers via text message, WhatsApp, or instant messaging platforms without a formal interview process. All legitimate job openings are listed on our official careers page at https://www.axon.com/careers. If you receive a suspicious offer or outreach from an email address that is not @axon.com, or if you are asked for sensitive personal information (bank details, Social Security Number) prematurely, please ignore the message and report it to recruitingops@axon.com.
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Go-To-Market Product Leader
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Location: Amman, Jordan.
Working Arrangement: hybrid.
Type: Full-Time.
Start Date: Immediate.
Language Requirements: Fluency in Arabic & English (written and spoken).
About the Role:
You will own the commercial side of multiple digital products — not just marketing, not just launch, but the full GTM system.
We are not looking for a project manager. We are looking for someone who can architect, execute, and scale without needing step-by-step support.
Your Responsibilities:
- Build and run go-to-market strategy from zero to traction
- Define and own funnels, activation flows, pricing, conversion paths
- Align product with real commercial value and test that fast
- Manage paid, organic, referral, and outbound channels
- Work directly with the founder to ship, learn, and scale quickly
- Own your KPIs — and if they miss, you don’t point fingers
What You Must Have:
- You’ve launched and scaled digital products before — show us
- You’ve built or managed actual funnels (not slides about funnels)
- You understand CAC, LTV, churn, activation, velocity
- You don’t wait for someone to tell you what to do — you set your own targets and exceed them
- You are allergic to meetings, bloat, and marketing theater
Optional, but Strong Plus:
- Background in B2B SaaS, talent tech, or strategy platforms
- Experience building from scratch with limited resources
- Clear understanding of MENA digital buying behavior
If you're not a builder, this role will exhaust you.
If you're an operator who’s tired of waiting for permission — you'll thrive here.
If you would like to know more about the Global Consulting Bootcamp Visit: https://caseinpointco.com/global-consultant-bootcamp/
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