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 (https://www.getcanopy.com/why-canopy) to see why our clients love Canopy.
Interested in learning more about Canopy & the industry? Check out our blog here (https://www.getcanopy.com/blog) where you can find great information on our product features, industry news, practice management, and more!

• Answer any client payment questions that come in, and redirect to the correct team when necessary
• Partner with the finance team to ensure payment escalations are being resolved
• Anticipate and resolve customer issues in a professional and timely manner
• Provide superior customer service and remote troubleshooting assistance
• Take ownership of customer issues and be the customer advocate
• Develop sound understanding of Canopy’s current and upcoming features
• Identify opportunities to answer questions, even before they are asked
• Explain step-by-step instructions and assist users in navigation through software
• Drive value to customers by informing them of new resources and products that will make an impact on their businesses
• Maintain a positive and patient attitude with all customers
• Coordinate cross-functionally for technical and account level issues
• Help improve processes across the support organization
• Identify expansion opportunities and work with the Customer Success Managers to work those expansion opportunities.
• Identify opportunities to implement training best practices with customers and take action as necessary.
• Support other Tier 2 Support issues, as requested by your manager