SME Sales Engineer
Skills
- Deep understanding of accounting firm workflows, client service models, and common pain points.
- Strong presentation and demo delivery skills with the ability to customize messaging by prospect.
- Comfort configuring SaaS demo environments and mapping prospect data to product features.
- Excellent verbal and written communication; able to simplify complex concepts.
- Collaborative mindset and experience working cross-functionally with Sales, Product, and Marketing.
- Quick learner with a passion for technology and customer-first problem solving.
Responsibilities
- Partner with Account Executives to support the full sales cycle, focusing on technical validation and solution alignment.
- Deliver tailored, data-driven product demonstrations that map to prospect workflows and outcomes.
- Configure and customize demo environments to showcase client-specific use cases.
- Rapidly build deep expertise in Canopy’s platform, industry trends, and competitor offerings.
- Translate complex capabilities into clear, outcome-oriented messaging for firm leaders.
- Answer technical questions, address objections, and act as a trusted advisor during evaluation.
- Assist with RFP responses, technical documentation, and competitive positioning when needed.
- Provide structured feedback from prospects to Product and Customer Success teams to influence roadmap and onboarding improvements.
- Collaborate with Sales, Product, and Marketing to refine demo scripts and messaging.
Education
- Bachelor’s degree in Accounting, Finance, Business, or related field preferred or equivalent professional experience.
- Relevant professional experience at a mid-sized or large accounting firm (3+ years) is strongly preferred.
- Certifications (CPA, or related) are a plus but not required for the role.
Benefits
- Flexible Paid Time Off plus 10 company holidays
- Medical, Dental, Vision with HSA match
- 401(k) with 100% match up to 3% and immediate vesting
- Employee mental health resources and EAP
- Paid new parent and birthing parent leave
- Company-paid basic life & AD&D insurance, long & short-term disability
- Peer recognition program, company events, ERG committees
- Fully-stocked kitchen and in-office amenities
Average salary estimate
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To empower accountants to spend more of their time helping their clients succeed, and to provide our employees with an amazing place to work.
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