Canopy · 5 hours ago
Implementation Specialist, Corporate
South Jordan, UT
Full-time
Onsite
Mid, Senior Level
3+ years expCanopy is a fast-growing SaaS company in South Jordan, Utah, building simple, efficient software for accounting firms. The Implementation Specialist will guide new customers through their initial account configurations, provide onboarding and training experiences, and ensure a smooth transition to the assigned Customer Success Manager post-implementation.
AccountingBillingCRMDocument ManagementPaymentsProject ManagementSoftware
Responsibilities
Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts
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
Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients
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)
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
Be a product & industry expert at all times by staying on top of product development, competition, and industry benchmarks & happenings
Work with other teams within Canopy to ensure data/file migration success
Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live & engaged on your calls
Thoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc. from the onboarding POC
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
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.'
Qualification
Required
3-5+ years of Implementation experience
2+ years of SaaS industry experience
Ownership. Craving responsibility and accountability to the role's above description
Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must
Be a self-starter with the ability to drive your own productivity
Keep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environment
Excellent written and verbal communication skills in the English language
Preferred
Amazing MS Excel skills
Benefits
Flexible Paid Time Off - that you’re actually encouraged to use plus 10 company holidays!
Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.
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 - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.
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
Business Wire
2026-01-16
2025-12-18
invc.news
2025-12-10
Company data provided by crunchbase