Strategic Account Executive

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🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 15%

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Canopy

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💳 Fintech

☁️ SaaS

🤖 Artificial Intelligence

💰 $4.8M Series A on 2018-10

Fintech • SaaS • Artificial Intelligence

Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.

📋 Description

• Own a discrete portfolio of named strategic accounts separate from regional Enterprise AE territories • Develop and execute account strategies to penetrate large, complex healthcare systems • Identify, engage, and build relationships with senior executives and influential stakeholders • Create opportunities through executive networking, industry relationships, targeted prospecting, referrals, and business development • Understand target organizations' structures, strategic priorities, purchasing processes, and decision-making dynamics • Lead sophisticated, multi-stakeholder sales cycles across clinical leadership, security, operations, IT, finance, procurement, and executive sponsors • Develop business cases connecting workforce safety, operational effectiveness, employee experience, and financial outcomes • Navigate decentralized decision-making, complex contracting requirements, and lengthy procurement cycles • Align Sales, Product, Customer Experience, and executive leadership teams on solutions and deal strategies • Negotiate enterprise agreements and commercial structures for initial deployments and future expansion • Own deal strategy, momentum, executive alignment, and commercial close • Build strategic account plans mapping expansion opportunities across facilities, regions, and business units • Maintain executive relationships and commercial ownership after the initial sale • Identify new buying centers, use cases, and expansion opportunities • Develop account intelligence, stakeholder maps, competitive strategies, and multi-year growth plans • Provide customer and market intelligence to Product, Marketing, and leadership • Create repeatable enterprise-wide sales and expansion approaches • Maintain discipline in forecasting, pipeline management, and resource allocation • Build a strategic portfolio plan, stakeholder maps, engagement, pipeline, and pursuit plans during the first 90 days • Generate qualified opportunities, advance procurement milestones, secure strategic wins, and establish expansion strategies during the first 6–12 months

🎯 Requirements

• 10+ years of successful enterprise or strategic sales experience, preferably in healthcare technology, enterprise software, or complex technology solutions • Significant experience selling into large U.S. health systems, integrated delivery networks (IDNs), or similarly complex healthcare organizations • Demonstrated success personally sourcing, developing, negotiating, and closing large, multi-stakeholder, enterprise-level deals • Track record of winning new logos and expanding relationships across additional facilities, business units, or regions • Strong executive presence and credibility with C-suite stakeholders • Deep familiarity with long sales cycles, complex procurement structures, and enterprise contracting • Exceptional account planning, relationship mapping, negotiation, and business case development skills • Ability to succeed in a high-growth environment where creativity, resilience, urgency, and personal accountability matter • Willingness to travel regularly to target accounts, industry events, and customer sites • Direct experience selling into the largest national health systems or government healthcare organizations is especially compelling • Established relationships with senior decision-makers across major healthcare networks is especially compelling • Experience with workforce safety, healthcare operations, security technology, connected devices, or enterprise-wide infrastructure deployments is especially compelling • Experience securing initial deployments that grew into major multi-site or national agreements is especially compelling

🏖️ Benefits

• Remote work arrangement • Travel to target accounts, industry events, and customer sites • Direct access to company leadership • Autonomy to shape strategic account sales approaches • Opportunity to work on technology with meaningful impact on healthcare workers' lives

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