Canopy · 1 day ago
Revenue Operations Analyst, CX
South Jordan, UT
Full-time
Hybrid
Entry, Mid Level
1+ years expCanopy is a fast-growing SaaS company in South Jordan, Utah, focused on building efficient software for accounting firms. The Revenue Operations Analyst, CX will support the Customer Experience organization through systems ownership and operational excellence, ensuring that post-sales teams have the necessary tools and insights to drive customer value and retention.
AccountingBillingCRMDocument ManagementPaymentsProject ManagementSoftware
Responsibilities
Own and administer the core Customer Success technology stack, primarily Gainsight and Salesforce, ensuring data accuracy, reliability, and usability
Partner closely with Customer Success leadership, CSMs, and Support to understand workflows and translate them into scalable system processes
Configure and maintain Gainsight functionality, including health scores, CTAs, success plans, and reporting
Support Customer Success operations across key lifecycle moments such as onboarding, adoption, renewals, and churn
Build and maintain dashboards and reports that provide actionable insights into CX performance and customer health
Identify opportunities to improve data quality, reduce manual work, and streamline post-sales processes
Serve as a trusted operational partner for CX teams, helping them work more efficiently and effectively
Qualification
Required
1–2+ years of hands-on experience administering or supporting Salesforce (post-sales or Customer Success use cases preferred)
1-2+ years of experience with Gainsight, including health scores, CTAs, success plans, and reporting
Strong understanding of Customer Success metrics and workflows, including onboarding, adoption, renewals, and churn
Ability to translate business needs into system requirements and scalable solutions
Strong analytical and problem-solving skills with attention to detail
Preferred
Experience working closely with Support or Revenue Operations teams
Familiarity with SaaS retention metrics such as NRR, GRR, and churn analysis
Experience documenting processes or creating enablement materials for CX teams
Exposure to additional CX or RevOps tools beyond Salesforce and Gainsight
Benefits
Flexible Paid Time Off - you're actually encouraged to use, plus 10 company holidays!
Health Benefits - including Medical, Dental, and Vision and an HSA Match.
401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).
Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.
Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!
Company Events - including monthly company-wide meetings, summer parties, and more.
ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.
Company
Canopy
Canopy offers a cloud-based Practice Management solution for Accounting professionals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$258.03MKey Investors
Viking Global InvestorsTen Coves CapitalAnkona Capital Partners
2025-04-23Series C· $70M
2024-05-08Series C· $35M
2021-12-08Series B· $35M
Leadership Team
Gordon Roylance
Chief Technology Officer
Jordan Ray
Chief Revenue Officer
Recent News
2025-12-18
invc.news
2025-12-10
2025-11-12
Company data provided by crunchbase