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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!
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).
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.
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.
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.
🌴 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.
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.
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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Canopy (legal name: Canopy Tax, Inc.) is a SaaS company based in South Jordan, Utah that provides cloud-based practice management software for accounting and tax firms. Its platform includes CRM, document management, workflow automation, time & billing, payments, and IRS transcripts.
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