{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4251492009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4114480009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4251492009,"updated_at":"2026-06-01T15:30:41-04:00","requisition_id":"88","title":"Customer Support Specialist - Tier I","company_name":"Canopy","first_published":"2026-05-18T17:12:00-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Customer Support Specialist - Tier 1\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, Utah\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Anticipate and resolve customer issues in a professional and timely manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide superior customer service and remote troubleshooting assistance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of customer issues and advocate for their needs, adjusting urgency and escalation based on customer context and issue severity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop sound understanding of Canopy’s current and upcoming features\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to answer questions, even before they are asked\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Explain step-by-step instructions and assist users in navigation through software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive value to customers by informing them of new resources and products that will make an impact on their businesses\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a positive and patient attitude with all customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate within the organization for technical and account level issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help improve and perfect processes across the support organization\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What we’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A self-starter with desire to take ownership of the role and above responsibilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tech-savvy with the ability to learn software and new tools quickly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organizational skills, creativity, and a solution-oriented focus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to learn about tax resolution industry and IRS forms as they relate to the software and its functions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills in the English language\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to pivot with a growing company and accept new challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be able to type at 50 wpm or faster\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excitement about implementing and utilizing AI in day to day work flows\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Functions\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Work a consistent and reliable full-time schedule, including adherence to assigned shifts, breaks, and attendance expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to sit or stand at a desk for extended periods of time, while using a computer for extended periods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to operate a computer throughout the day.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to use sales tools such as Salesforce, Intercom, Google Suite, Slack.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain focus and professionalism in high-pressure situations.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in support ticketing systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Previous customer service and support experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2-3 years experience in a call center environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the accounting \u0026amp;amp; tax software space\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; that you’re actually encouraged to use plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 DEIB Committee\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community\u0026amp;nbsp; outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered. \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;we own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;we win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;we work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;we approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;🚀 \u0026lt;/em\u0026gt;Act Startup Fast \u0026lt;em\u0026gt;- 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interviewing @ Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We know application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20 minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60 minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Remember:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009511009,"name":"Customer Support","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4258070009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4150908009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4258070009,"updated_at":"2026-05-29T18:19:02-04:00","requisition_id":"CX-IMP-023","title":"Data Migration Specialist","company_name":"Canopy","first_published":"2026-05-22T17:39:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Data Migration Specialist\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients (and investors) love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are hiring Data Migration Specialists to help support our Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as our customers transition to Canopy’s Practice Management Suite.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position in South Jordan, Utah (M, W, F in-office).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the data migration team during customer implementations to ensure projects stay on schedule.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with implementation, R\u0026amp;amp;D, and other migration team members to resolve data-related blockers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide hands-on support during critical cutover and go-live periods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run and document test migrations, verifying accuracy and completeness of migrated data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Quickly and clearly escalate issues or discrepancies to the appropriate team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document processes, data mappings, and lessons learned to support continuous improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain strict confidentiality and integrity of client data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take initiative to identify potential issues early and proactively suggest or implement solutions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in data or file migration, data analysis, or a similar technical role.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail and ability to maintain accuracy across large datasets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and collaboratively in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong sense of ownership, accountability, and follow-through.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to use AI to work more efficiently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with SQL (writing or optimizing queries/scripts for data validation or troubleshooting).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with SaaS environments or data migration tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background working with accounting or financial data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience supporting software implementations or client onboarding.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; you’re actually encouraged to use, plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;we own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;we win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;we work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;we approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;🚀 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20-minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60-minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews, depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009509009,"name":"Customer Onboarding","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4232875009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4092246009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4232875009,"updated_at":"2026-05-29T18:19:39-04:00","requisition_id":"G\u0026A-FIN-017","title":"Deal Desk Manager","company_name":"Canopy","first_published":"2026-04-24T17:40:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Deal Desk Manager\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you’re energized by building systems, aligning cross-functional teams, and helping deals move faster \u0026lt;em\u0026gt;and\u0026lt;/em\u0026gt; smarter, this is your opportunity to lead the charge.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position in South Jordan, Utah (M, W, F in-office).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design the Deal Desk Function: Build out deal desk strategy, frameworks, and workflows—including approval policies, escalation paths, and discounting guidelines.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead Day-to-Day Operations: Manage the review and approval of inbound deal requests, ensuring accuracy, compliance, and timely support to Sales teams.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a Strategic Advisor: Partner closely with Account Executives and Sales leadership to structure competitive, scalable, and financially sound deals.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Financial Analysis: Collaborate with the Controller and FP\u0026amp;amp;A team to assess deal profitability, ARR impact, and revenue recognition considerations.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive Process Improvement: Identify bottlenecks and implement improvements to reduce deal cycle time, improve accuracy, and enhance visibility.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure Cross-Functional Alignment: Liaise between Finance, Sales, RevOps, and Legal to align on pricing strategies and contract requirements.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop Reporting \u0026amp;amp; Insights: Track key deal metrics (e.g., approval turnaround, discounting trends, margin impact) and present findings to leadership.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lay the Foundation for Scale: Document deal desk playbooks, approval policies, and training resources to support company growth.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience: 5+ years of experience in deal desk—preferably in SaaS or recurring-revenue businesses.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership: Experience building or leading a deal desk function or similar cross-functional initiative.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical \u0026amp;amp; Financial Acumen: Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tools Knowledge: Proficient in Salesforce and Excel/Google Sheets; experience with CPQ tools or contract lifecycle management (CLM) systems a plus.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Communicator: Ability to synthesize complex information and influence stakeholders across departments.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operational Mindset: Detail-oriented with a drive to streamline, standardize, and scale business processes.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education: Bachelor’s degree in Finance, Business, Accounting, or a related field required; MBA or advanced degree is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have supported or built a deal desk function at a growth-stage SaaS company\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Can translate between Sales speak and Finance speak without missing a beat\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrive in environments where you can build, iterate, and optimize from scratch\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bring a collaborative, low-ego approach to cross-functional problem solving\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; you’re actually encouraged to use, plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own -\u0026amp;nbsp;\u0026lt;em\u0026gt;We own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;We win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;We work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;We approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;🚀 \u0026lt;/em\u0026gt;Act Startup Fast \u0026lt;em\u0026gt;- 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20-minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60-minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews, depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4010831009,"name":"Finance \u0026 Accounting","child_ids":[],"parent_id":4011613009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4243396009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4141874009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4243396009,"updated_at":"2026-05-08T12:13:32-04:00","requisition_id":"104","title":"Director of Account Management","company_name":"Canopy","first_published":"2026-05-08T12:13:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Director of Account Management\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients (and investors) love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position in South Jordan, Utah (M, W, F in-office).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build, lead, mentor, and scale the Account Management team from the ground up.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish the Account Management strategy, including customer segmentation, engagement models, renewal \u0026amp;amp; expansion motions, and success metrics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own customer retention and expansion outcomes, partnering with Sales, Product, Support, and Marketing to deliver a seamless customer experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop data-driven processes to monitor account health, anticipate risks, and identify growth opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement and optimize AI-driven workflows to improve forecasting, customer insights, team efficiency, and communication quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meet regularly with strategic accounts to understand goals, deepen relationships, and drive continued product adoption.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate cross-functionally to advocate for customer needs and inform product roadmap priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with RevOps to build reporting, dashboards, and forecasting models to track team performance and KPIs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create training, playbooks, and onboarding programs to support AM team growth and quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish a culture of accountability, continuous improvement, and excellent customer stewardship.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;8+ years of experience in Account Management or Sales in a B2B SaaS environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience leading Account Management or Sales teams; experience building a team from scratch strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of SaaS customer lifecycles, renewal and expansion motions, and account health measurement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience owning retention, churn mitigation, and expansion targets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to leverage AI tools (e.g., for forecasting, insights, automation, and communication augmentation) to enhance team performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent leadership, coaching, and people development skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong strategic thinking, operational rigor, and a bias toward action.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional communication and relationship-building abilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience working with accounting, fintech, or workflow automation products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience leading teams through rapid scale or high-growth environments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; you’re actually encouraged to use, plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;we own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;we win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;we work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;we approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20-minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60-minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews, depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4010834009,"name":"Sales - Expansion","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4231375009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4135174009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4231375009,"updated_at":"2026-05-07T18:27:11-04:00","requisition_id":"99","title":"Director of Customer Support","company_name":"Canopy","first_published":"2026-04-23T18:32:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Director of Customer Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click\u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt; here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog\u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt; here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position based in South Jordan, Utah (M, W, F in-office).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and implement scalable processes and best practices to improve team efficiency and customer satisfaction.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and implement opportunities to leverage AI for process enhancement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor key performance indicators (KPIs) such as response times, resolution rates, and customer satisfaction scores, and report on these metrics regularly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with other departments (Product, Engineering, Sales) to ensure the support team is equipped with the necessary knowledge and tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage escalation processes to ensure timely resolution of complex or high-priority issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify trends in support cases to proactively address common customer challenges and suggest product improvements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and enhance customer support platforms and tools, ensuring they are optimized for a growing team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure proper documentation of support workflows, troubleshooting guides, and internal processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee training and development programs for the support team to continuously improve their technical knowledge and customer service skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advocate for customer needs within the organization and help align support efforts with broader company goals.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6+ years of experience managing customer support teams, ideally in a SaaS or software-focused environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of scaling support teams and improving operational efficiencies in a fast-paced, high-growth setting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AI tools to better Customer Support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong leadership and coaching skills, with the ability to foster a collaborative, results-driven team culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with customer support platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem-solving and analytical skills, with the ability to derive insights from data and apply them to improve support performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills, both verbal and written, with the ability to interact effectively across teams and with customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to adapt and thrive in a constantly evolving software environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in a related field preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; that you’re actually encouraged to use plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 DEIB Committee\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community\u0026amp;nbsp; outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;we own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;we win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;we work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;we approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click\u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt; here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We know application processes can be a little stressful. Here’s are the stages of a typical interview process:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20 minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60 minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009511009,"name":"Customer Support","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4266384009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4143383009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4266384009,"updated_at":"2026-06-01T13:48:25-04:00","requisition_id":"CX-IMP-015","title":"Implementation Specialist, Corporate","company_name":"Canopy","first_published":"2026-06-01T13:46:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Corporate Implementation Specialist\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What\u0026amp;nbsp; you’ll do:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a product \u0026amp;amp; industry expert at all times by staying on top of product development, competition, and industry benchmarks \u0026amp;amp; happenings.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with other teams within Canopy to ensure data/file migration success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live \u0026amp;amp; engaged on your calls.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc. from the onboarding POC.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.”\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The skills you’ll need:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years of Implementation experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of SaaS industry experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ownership. Craving responsibility and accountability to the role\u0026#39;s above description\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a self-starter with the ability to drive your own productivity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills in the English language\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Amazing MS Excel skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; that you’re actually encouraged to use plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡\u0026lt;em\u0026gt; \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;ERG Committees - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;we own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;we win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;we work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;we approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;🚀 \u0026lt;/em\u0026gt;Act Startup Fast \u0026lt;em\u0026gt;- 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We know application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20 minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60 minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009509009,"name":"Customer Onboarding","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4265352009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4155117009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4265352009,"updated_at":"2026-05-29T16:30:24-04:00","requisition_id":"SALES-EXPAE-009, CX-CSM-017","title":"Sales Engineer","company_name":"Canopy","first_published":"2026-05-29T16:30:24-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sales Engineer\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a Sales Engineer to join us. You’ll work side by side with our Account Management team to show off our Accounting Practice Management software when there are opportunities to grow within our existing customer base. This is a hands-on, customer-facing role where you’ll get to dive deep into the product, run tailored demos, and help firms see the impact Canopy can make. We’re looking for someone who’s confident working independently but also enjoys teaming up with others.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position available for candidates based in Utah only.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Account Managers and Account Executives to support pre and post-sales, primarily post-sales, with a focus on technical validation and solution alignment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver compelling, tailored product demonstrations that leverage client and prospect data, workflows, and relevant case studies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Rapidly build deep expertise in Canopy’s platform and the accounting practice management industry, staying current on trends, workflows, and competitor solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate complex product capabilities into clear, outcome-driven stories that resonate with accounting firm leaders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Configure and customize demo environments to showcase client-specific use cases and solve prospect challenges.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Account Management, Sales, Product, and Marketing teams to refine demo scripts, competitive positioning, and technical proof points.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a trusted advisor by answering technical questions, addressing objections, and ensuring prospects understand value realization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in RFP responses and technical documentation when required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide structured feedback from Clients to the Product team to influence roadmap and onboarding improvements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously improve demo delivery by incorporating feedback from AMs, sales, clients, and internal stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with Sales, CX, Product, and Marketing leaders to ensure the voice of the client is being heard and messaging remains consistent.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in a client-facing pre-sales or post-sales, solution engineering, or consulting role (SaaS or B2B software preferred).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to quickly learn complex products and communicate technical concepts to non-technical audiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong presentation and storytelling skills with a focus on business outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort configuring and tailoring software demos to address unique client scenarios.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative mindset with proven ability to work cross-functionally with CX, Sales, Product, and Marketing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills, including RFP responses and technical documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curiosity about the accounting and financial services space (experience in or exposure to the industry is a plus).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A proactive, customer-first attitude with a passion for improving processes and driving results.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Accounting background\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; you’re actually encouraged to use, plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;we own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;we win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;we work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;we approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🚀 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20-minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60-minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews, depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4010834009,"name":"Sales - Expansion","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4272057009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4114599009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4272057009,"updated_at":"2026-06-02T18:52:07-04:00","requisition_id":"89","title":"Senior Business Systems Manager","company_name":"Canopy","first_published":"2026-06-02T18:52:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Senior Business Systems Manager\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT, Hybrid\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re seeking a technical, strategic, execution-focused Senior Business Systems Manager to join our G\u0026amp;amp;A team. This role will initially be as a hands-on IC: you\u0026#39;ll personally design data flows, own integrations, and govern the systems that run our business. Over time, you\u0026#39;ll have the opportunity to build and lead the Business Systems team as the function matures.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Canopy\u0026#39;s core business systems (Zuora, Stripe, Asana, Pendo, Rippling, and more) are owned by the functional teams that adopted them. That\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position in South Jordan, Utah (M, W, F in-office).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;System Ownership\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own day-to-day administration and overall architecture for cross-functional platforms, including Zuora, Stripe, Asana, Pendo, and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the integration layer between core platforms, ensuring data flows between systems are reliable, documented, and governed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design data models, system specs, and process flows from scratch based on stakeholder input.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate business requirements into clear, actionable system features, integrations, and enhancements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate build vs. buy tradeoffs with enough technical depth to defend your recommendation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage vendor governance, including consolidated procurement, license management, and renewal tracking across all platforms.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Program Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the internal systems roadmap and serve as the single intake point for system changes, new tool evaluations, and cross-functional automation requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create technical documentation, decision logs, and retrospectives that individual contributors can act on without a follow-up meeting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage large, cross-functional initiatives by establishing clear timelines, ownership, and outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead program cadences such as standups, roadmap reviews, retrospectives, and stakeholder updates.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Partnership \u0026amp;amp; Strategy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Finance, RevOps, and BI to understand their roadmaps, identify pain points, and proactively propose solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reinforce internal data integrity by helping to define systems of record, enforcing data hygiene, and resolving conflicting definitions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate project statuses and solutions to leadership both in-person and asynchronously via rigorous documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain dashboards and reporting tools to track system health and performance metrics.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Business Administration, Information Systems, or a related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in program management, product ownership, business systems, or operations roles in a SaaS environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to personally produce technical artifacts (ERDs, flow diagrams, business requirements docs), and not just manage others who do.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with SQL and data modeling; you\u0026#39;re comfortable querying systems directly to diagnose data integrity issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven, deep familiarity with internal G\u0026amp;amp;A domains (Finance, BI, RevOps, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Zuora\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of people management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience with Salesforce, Pendo, Rippling, and Stripe is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of leading cross-functional initiatives from idea to execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear, confident communicator able to translate technical constraints into business language and vice versa for audiences of all levels.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; you’re actually encouraged to use, plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;🔑 Own - \u0026lt;em\u0026gt;We own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;🏆 Win - \u0026lt;em\u0026gt;We win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;We work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;We approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;\u0026lt;img style=\u0026quot;max-width: 100%;\u0026quot; src=\u0026quot;https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f680@2x.png\u0026quot; alt=\u0026quot;:rocket:\u0026quot; width=\u0026quot;14\u0026quot; aria-label=\u0026quot;rocket emoji\u0026quot;\u0026gt; Act Startup Fast - \u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20-minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60-minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews, depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4010831009,"name":"Finance \u0026 Accounting","child_ids":[],"parent_id":4011613009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4239960009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4140231009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4239960009,"updated_at":"2026-05-26T12:32:22-04:00","requisition_id":"102","title":"Senior Full Stack Engineer ","company_name":"Canopy","first_published":"2026-05-05T12:43:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Senior Full Stack Engineer\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, powerful software for accounting firms. We\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We believe the accounting industry deserves world-class software, and we\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is remote eligible for candidates who currently reside in Utah.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients (and investors) love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re hiring a Senior Full Stack Engineer to help make our world-class practice management platform for accounting professionals even better. You\u0026#39;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 \u0026quot;agile\u0026quot; when we say it, we\u0026#39;d love to hear from you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with your PM, UX designer, fellow engineers, QA, and customers to define and validate new features end-to-end\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build user-facing experiences in JavaScript/TypeScript and React that delight our customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and implement REST API endpoints and microservices using Python with FastAPI or Java with Vert.x, backed by PostgreSQL\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write unit tests, participate in code reviews, and help maintain quality across the codebase\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own builds and deployments to staging and production using Docker, GitLab, and Kubernetes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify, prioritize, and resolve bugs and technical debt across the stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Share what you learn through mentoring, trainings, and interviewing future teammates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to effective AI driven engineering tooling that improves quality and efficiency for every engineer\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of professional software development experience, with meaningful exposure to both frontend and backend work (we don\u0026#39;t expect equal depth in both)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in JavaScript, with experience in React or a similar modern framework\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in at least one of the following backend languages (Python, Java, or Kotlin) and comfort with SQL and RESTful API design\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with modern tooling: TypeScript, Git, and testing frameworks for both front end and back end code\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in Computer Science or a related field, or equivalent practical experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills and the ability to collaborate well with both technical and non-technical teammates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A passion for building scalable solutions that have real customer impact\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with microservices architecture or micro-frontend infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with observability tooling (logging, metrics, tracing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience building features that integrate LLMs or AI capabilities into a product\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; you’re actually encouraged to use, plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;We own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;We win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;We work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;We approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;🚀 \u0026lt;/em\u0026gt;Act Startup Fast \u0026lt;em\u0026gt;- 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20-minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60-minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews, depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009516009,"name":"Frontend","child_ids":[],"parent_id":4009527009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4256955009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4150169009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4256955009,"updated_at":"2026-05-26T12:50:15-04:00","requisition_id":"ENG-QA-012","title":"Senior QA Automation Engineer","company_name":"Canopy","first_published":"2026-05-21T16:13:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Senior QA Automation Engineer\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, powerful software for Ethan Hogge firms. We\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We believe the accounting industry deserves world-class software, and we\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is remote eligible for candidates who currently reside in Utah.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients (and investors) love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Senior QA Automation Engineer with a strong engineering background to join our team. In this role, you will build and maintain our Python and Pytest framework while proactively leveraging agentic AI to optimize testing workflows and ensure the highest code quality. Beyond just maintaining tests, you will be deeply embedded in our development process, engineering robust solutions that bridge the gap between feature creation and automated validation\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;API Test \u0026amp;amp; Framework Engineering: Actively participate in the development lifecycle by proactively digging into codebases and functionality. You will build out robust testing frameworks and share technical skills that enhance the entire team\u0026#39;s ability to validate changes and implement automated tests for new features from the ground up.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Current API tests maintenance: Update and fix existing api tests to follow all the backend changes for features. Updating and maintaining Postman api requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Test Automation Framework Development: Build, enhance, and maintain our test automation framework to ensure comprehensive and efficient testing coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Agile Collaboration: Actively participate in QA, QA Auto and Agile planning meetings to identify optimal test coverage, implement technical solutions, and prioritize improvements for automation and testing processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tool Utilization and Integration: Leverage tools and technologies like Python, Pytest,\u0026amp;nbsp; PyCharm, Postman,\u0026amp;nbsp; Datadog, Mailosaur, GitHub, Jira, and CI/CD pipelines to maintain, develop, and enhance test automation projects and documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data \u0026amp;amp; AI Driven Testing: Engineer complex SQL scripts to meet project requirements while leveraging AI to build and optimize automation tests that align with the team\u0026#39;s evolving needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hybrid Quality Engineering: Balance the ability to engineer sophisticated QAA solutions with a willingness to step in for manual QA. You will manually vet features to identify high-impact automation opportunities while ensuring the team maintains total quality coverage across the board.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience: 4-5 years QA testing with at least 3+ years in API Test Automation Engineering with hands-on experience in creating and maintaining automated testing frameworks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Programming Skills: Proficiency in Python (3-5+ years) or another object-oriented programming language, with the ability to write clean, efficient, and maintainable code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in writing SQL queries and working with relational databases.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Problem-Solving Skills: Exceptional debugging, troubleshooting, and analytical abilities to identify and resolve complex technical issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaboration Skills: Strong interpersonal and communication skills to work effectively with cross-functional teams and contribute to a collaborative engineering environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience working in an Agile development environment or familiarity with data warehousing or data pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of additional testing frameworks or tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with CI/CD tools like, GitHub Actions, or similar.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Basic knowledge of cloud platforms such as AWS\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; you’re actually encouraged to use, plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;We own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;We win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;We work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;We approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;🚀 \u0026lt;/em\u0026gt;Act Startup Fast \u0026lt;em\u0026gt;- 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20-minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60-minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews, depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009525009,"name":"QA","child_ids":[],"parent_id":4009527009}],"offices":[{"id":4012510009,"name":"Remote, Utah","location":"Utah, United States","child_ids":[],"parent_id":4009784009}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4260837009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4152635009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4260837009,"updated_at":"2026-05-28T15:24:07-04:00","requisition_id":"110","title":"Senior Revenue Operations Analyst, Sales","company_name":"Canopy","first_published":"2026-05-28T15:24:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Senior Revenue Operations Analyst, Sales\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are hiring a Senior Revenue Operations Analyst, Sales to support and scale our Sales organization through systems ownership, data integrity, and operational excellence. As part of a centralized Revenue Operations team, this role plays a critical part in ensuring our sales teams have the tools, insights, and processes they need to drive pipeline, conversion, and revenue growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Revenue Operations Analyst, Sales, you will own and administer the core sales technology stack, partner closely with sales leaders and frontline reps, and translate real-world sales workflows into scalable, reliable systems. You will also play a key role in evaluating and implementing AI-powered tools that enhance seller productivity and accelerate the sales cycle. If you enjoy digging into systems, improving processes, and enabling teams through clean data, smart automation, and cutting-edge technology, we\u0026#39;d love to hear from you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What you\u0026#39;ll do:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the administration, configuration, and optimization of CRM and GTM systems, including user management, data integrity, workflow automation, and system integrations, ensuring a reliable and scalable revenue tech stack.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate, implement, and manage AI-powered tools that enhance sales team productivity, including AI-assisted prospecting, forecasting, conversation intelligence, and workflow automation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain dashboards and reports that deliver real-time visibility into pipeline health, forecast accuracy, and conversion rates, leveraging AI-driven analytics where applicable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure the accuracy and integrity of revenue-related data across all systems, establishing governance standards that support both human workflows and AI model reliability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track performance metrics for sales processes identifying areas for improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Report on pipeline health, forecast accuracy, and conversion rates, providing insights to leadership on opportunities for optimization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Train and support team members on system processes, new tools, and AI features, driving adoption and helping the revenue org get maximum value from its stack.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years sales ops experience in a B2B GTM motion.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-2 years experience administering or supporting Salesforce in a sales or revenue operations role.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of core sales metrics and processes, including pipeline management, forecasting, lead routing, and conversion tracking, with the ability to translate that knowledge into scalable system configurations and actionable reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated aptitude for evaluating and implementing AI tools in a sales context, with hands-on experience leveraging AI to automate workflows, surface insights, and improve rep productivity across the sales cycle.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with modern sales tools and platforms such as Outreach, Chili Piper, and Gong, with a willingness to evaluate and adopt new technologies as the stack evolves.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skills, with proficiency in Excel and/or data visualization tools (e.g. Looker Studio, Tableau, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and collaboration skills with the ability to work cross-functionally.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills with an ability to manage multiple projects simultaneously.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and self-motivated with a focus on continuous improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in SaaS or technology industry.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; that you’re actually encouraged to use plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;we own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;we win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;we work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;we approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;🚀 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We know application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20 minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60 minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009529009,"name":"Revenue Operations","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4273644009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4159645009,"location":{"name":"South Jordan, Utah"},"metadata":null,"id":4273644009,"updated_at":"2026-06-04T18:41:15-04:00","requisition_id":"111","title":"Senior Revenue Operations Systems Administrator","company_name":"Canopy","first_published":"2026-06-04T12:14:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Senior Revenue Operations Systems Administrator\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are hiring a Senior Revenue Operations Systems Administrator\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;to own and evolve the technical foundation that powers our go-to-market engine. As part of a centralized Revenue Operations team, this role is the connective tissue between our GTM strategy and the systems, integrations, and data architecture that bring it to life across Marketing, Sales, and Customer Experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Revenue Operations Systems Administrator, you will serve as the primary administrator and architect of our GTM tech stack — owning platform configuration, integration health, and the data layer that our teams depend on to operate and grow. You will lead the evaluation and implementation of AI-powered tooling, build and maintain the context infrastructure that enables intelligent automation, and partner with RevOps leadership to translate business requirements into scalable, reliable systems. If you\u0026#39;re energized by solving complex technical problems, designing systems that make entire GTM organizations more effective, and sitting at the intersection of operations and emerging technology, we\u0026#39;d love to hear from you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What you\u0026#39;ll do:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the administration, configuration, and optimization of the full GTM tech stack across Marketing, Sales, and Customer Experience — including user management, permission structures, workflow automation, and system integrations — ensuring a reliable, scalable, and well-documented revenue technology environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and maintain the integration architecture connecting GTM platforms, managing data flows, field mapping conventions, sync dependencies, and API health across tools like Salesforce, Outreach, Gong, Gainsight, and HubSpot.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and govern the GTM data and context layer — including data models, object relationships, enrichment logic, and taxonomy standards — that serves as the foundation for both human workflows and AI-powered automation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate, implement, and manage AI-powered tooling across the GTM org, including AI-assisted prospecting, conversation intelligence, customer health scoring, workflow automation, and agent-based task execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with RevOps leadership and GTM team leads to translate business requirements into scalable system configurations, automations, and process improvements — acting as the technical translator between strategy and systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate new technologies and vendors on an ongoing basis, leading POCs, building business cases, and managing rollouts in close collaboration with RevOps and GTM stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain thorough documentation of system configurations, integration logic, automation rules, and data governance policies to support team scalability and institutional knowledge retention.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in GTM systems administration, RevOps, or a technical business systems role supporting a B2B SaaS go-to-market organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of hands-on Salesforce administration experience, with a Salesforce Administrator certification (ADM 201) preferred; additional certifications (Advanced Admin, Platform App Builder) a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep familiarity with the modern GTM tech stack, including platforms such as Outreach, Gong, Gainsight, HubSpot, and ZoomInfo, with demonstrated ability to own and evolve a multi-platform environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of GTM processes across the full customer lifecycle — including lead-to-opportunity, pipeline management, renewal and expansion workflows, and customer health tracking — with the ability to translate business requirements into reliable system configurations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience designing and maintaining integration architecture across GTM platforms, including iPaaS tools (e.g. Workato, Zapier, Tray.io) and native API connections, with a strong grasp of data flow, field mapping, and sync dependencies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience building or managing AI-powered tooling in a GTM context, including workflow automation, prompt engineering, RAG-based knowledge systems, or AI agent orchestration — or a clear aptitude and eagerness to develop this capability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in data modeling, CRM data governance, and maintaining a clean, trusted data layer that RevOps and GTM teams can depend on for reporting and automation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and systems-minded, with the ability to manage multiple concurrent projects, prioritize ruthlessly, and document everything.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in a SaaS or technology company; startup or high-growth environment experience strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; that you’re actually encouraged to use plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🔑 Own - \u0026lt;em\u0026gt;we own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🏆 Win - \u0026lt;em\u0026gt;we win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;we work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;we approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;🚀 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interviewing @ Canopy:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We know application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20 minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60 minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009529009,"name":"Revenue Operations","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4218117009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4127661009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4218117009,"updated_at":"2026-04-21T18:24:36-04:00","requisition_id":"96","title":"Strategic Partnerships Director (Private Equity) ","company_name":"Canopy","first_published":"2026-04-13T13:11:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Strategic Partnerships Director (Private Equity) \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan, UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients (and investors) love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are hiring a Strategic Partnership Director to own and grow Canopy\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Travel Requirements: This individual will travel at least once per month.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position in South Jordan, Utah (M, W, F in-office) or fully remote for the right candidate.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and close enterprise partnership agreements that establish Canopy as the preferred or mandated practice management platform across a PE group\u0026#39;s accounting portfolio.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the full partnership lifecycle from initial outreach and relationship-building with operating partners, to deal structuring, onboarding coordination, and ongoing expansion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Canopy\u0026#39;s sales, customer success, and product teams to build a repeatable PE partnership motion: playbooks, onboarding materials, co-sell resources, and portfolio deployment frameworks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on partnership pipeline, ARR influenced, portfolio penetration rates, and expansion metrics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Report on metrics to the executive team on how the partnership program is progressing.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in enterprise sales, strategic partnerships, or business development in a SaaS or professional services technology company.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience selling into or partnering with Private Equity or Venture Capital firms, accounting firms, or professional services organizations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to navigate complex, multi-stakeholder deals. Comfortable working with operating partners, C-suite executives, and portfolio firm leadership simultaneously.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong commercial instincts: you can structure a deal, negotiate terms, and close.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional communication and executive presence; you represent Canopy credibly in boardrooms and partner conversations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-directed and entrepreneurial, this is a greenfield motion and you\u0026#39;ll be building the playbook, not inheriting one.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Direct experience working at or closely with a PE-backed accounting firm or professional services roll-up.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An existing network within the PE firms actively acquiring accounting practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with practice management software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience structuring portfolio-wide or enterprise license agreements with volume-based or per-firm pricing.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why You Want to Work Here\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌴 Flexible Paid Time Off -\u0026lt;em\u0026gt; you’re actually encouraged to use, plus 10 company holidays!\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;❤️‍🩹 Health Benefits -\u0026lt;em\u0026gt; including Medical, Dental, and Vision and an HSA Match.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💰 401(k) - \u0026lt;em\u0026gt;we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🧠 Mental Health -\u0026amp;nbsp; \u0026lt;em\u0026gt;all employees have access to Impact Suite \u0026amp;amp; to our Employee Assistance Program (EAP).\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;👶 Paid New Parent Leave \u0026amp;amp; Birthing Parent Leave - \u0026lt;em\u0026gt;so you’re able to care for your little ones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;➕ Supplemental Benefits - \u0026lt;em\u0026gt;including 100% company paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D insurance and long \u0026amp;amp; short-term disability coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🌟 Nectar - \u0026lt;em\u0026gt;our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;🥳 Company Events\u0026lt;em\u0026gt; - including monthly company-wide meetings, summer parties, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;💡 ERG Committees\u0026lt;em\u0026gt; - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;☕ Fully-stocked kitchen - \u0026lt;em\u0026gt;Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We approach our work every day with a few things in mind:\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;🔑 Own - \u0026lt;em\u0026gt;We own this place! We focus on outcomes, holding ourselves \u0026amp;amp; each other accountable.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;🏆 Win - \u0026lt;em\u0026gt;We win by delighting our customers with the very best products and services.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;👍 Do Good - \u0026lt;em\u0026gt;We work hard to be good people!\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;💡 Embrace Curiosity \u0026amp;amp; Candor - \u0026lt;em\u0026gt;We approach everything with curiosity \u0026amp;amp; we understand that candor is kindness and give the gift of feedback.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;\u0026lt;img style=\u0026quot;max-width: 100%;\u0026quot; src=\u0026quot;https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f680@2x.png\u0026quot; alt=\u0026quot;:rocket:\u0026quot; width=\u0026quot;14\u0026quot; aria-label=\u0026quot;rocket emoji\u0026quot;\u0026gt; Act Startup Fast - \u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about us \u0026amp;amp; our values, click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/company#our-team\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;I\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;nterviewing @ Canopy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;20-minute phone call with the People Team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;45-60-minute video or in-person interview with the Hiring Manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1-3 rounds of interviews, depending on the role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Final Interview\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Remember\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt; 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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4009503009,"name":"Sales - New ARR","child_ids":[],"parent_id":4009520009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/canopytax/jobs/4260139009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4152203009,"location":{"name":"South Jordan, UT"},"metadata":null,"id":4260139009,"updated_at":"2026-05-29T11:35:31-04:00","requisition_id":"PROD-OPS-002","title":"Tax Form Data Specialist - Temp","company_name":"Canopy","first_published":"2026-05-29T11:34:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Tax Form Data Specialist - Temp\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Canopy, South Jordan UT\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Click \u0026lt;a href=\u0026quot;https://www.getcanopy.com/why-canopy\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; to see why our clients love Canopy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Interested in learning more about Canopy \u0026amp;amp; the industry? Check out our blog \u0026lt;a href=\u0026quot;https://www.getcanopy.com/blog\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt; where you can find great information on our product features, industry news, practice management, and more!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Reporting to the SME Product Manager, the Tax Form Data Specialist will be responsible for maintaining Canopy\u0026#39;s Tax Resolution and Tax Organizer products. You’ll collaborate and work cross-functionally with subject-matter experts, Product, and Engineering to work through any enhancements or bugs reported by customers, respond to government updates, and ensure a seamless and delightful user experience.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a part-time position (10-25 hours/week) and is fully remote (candidates must be based in UT).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Firms use Canopy’s Tax Resolution product to save time and money, by helping them manage and resolve their clients\u0026#39; tax issues with the IRS and state revenue agencies. Filling out pages of forms is a tedious task that Canopy makes a breeze. Canopy takes the client information and fills out the required forms automatically. This role will ensure the forms contain accurate content and are populating correctly.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Track and document changes to tax forms and other official guidance\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize, research, and respond to customer reported bugs and feedback\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Using internal systems and processes, improve and maintain our tax products to reflect accurate and compliant content\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review the work of fellow team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with Product and Engineering to provide an excellent user experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Skills Include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Motivated and passionate problem solver who can communicate effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to learn quickly and work with minimal supervision\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong reading comprehension skills (you’ll regularly be reviewing government forms and their associated instructions)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Very strong organizational skills and attention to detail. You’re someone who spots things that others might not notice.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Other Preferred Skills:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proficient with using Adobe Acrobat to prepare and edit PDF forms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Basic understanding of Microsoft Excel logic\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Post-secondary education in any of the following areas: accounting, finance, tax, legal, history, languages, or philosophy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with AI and ability to automate tasks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;We know many women do not apply for a job if they don\u0026#39;t perfectly fit the description. We want you to apply anyway.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits/Perks:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Remote work with a flexible schedule and high level of trust\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee activity budget\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4009522009,"name":"Product Management ","child_ids":[],"parent_id":4009527009}],"offices":[{"id":4008436009,"name":"Hybrid, Utah","location":"South Jordan, Utah, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":14}}