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Implementation Specialist, Mid Market

Canopytax

South Jordan, UT, USonsite

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About this role

Implementation Specialist

Canopy, South Jordan, UT

About Us

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.

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.

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

What you’ll do:

• 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 Account Manager’s).

• Provide a comprehensive introduction to a customer’s assigned Account Manager (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.”

The skills you’ll need:

• 1-2+ years of Implementation experience

• 1-2+ 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

Essential Functions:

• Work 40 hours per week, 9-5pm, in-office, MWF

• Ability to sit for extended periods of time

• Ability to use a computer throughout the day

• Ability to generate leads using email and phone calls

• Ability to communicate clearly and professionally in writing and verbally, with external customers and internal employees.

• Ability to use sales tools such as Salesforce, Hubspot, Google Suite

• Ability to collaborate with other sales and customer teams

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Bonus Points If You Have:

• Amazing MS Excel skills

Why You Want to Work Here:

🌴 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.

💡 DEIB Committee - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.

Our Values:

We approach our work every day with a few things in mind:

🔑 Own - we own this place! We focus on outcomes, holding ourselves & each other accountable.

🏆 Win - we win by delighting our customers with the very best products and services.

👍 Do Good - we work hard to be good people!

💡 Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

🚀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.

To learn more about us & our values, click here .

Interviewing @ Canopy:

We know application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!

• 20 minute phone call with the People Team

• 45-60 minute video or in-person interview w

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