- Build and manage a pipeline of PE firms actively acquiring or operating accounting firm portfolios.
- Develop and close enterprise partnership agreements that establish Canopy as the preferred practice management platform.
- Own the full partnership lifecycle from initial outreach to deal structuring and onboarding.
- Collaborate with sales, customer success, and product teams to build a repeatable PE partnership motion.
- Serve as the internal voice of the PE channel to bring market intelligence to product and GTM teams.
- Report on partnership metrics, ARR influenced, and portfolio penetration to the executive team.
Business DevelopmentNegotiationAccount Management+1 more