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!

THE SKILLS YOU’LL NEED:

• 5+ years of experience in B2B SaaS, including at least 2 years leading Implementation or Onboarding teams.
• Experience managing customer-facing teams with a track record of hitting performance goals and scaling processes.
• Strong understanding of data migration processes, change management, and SaaS implementation best practices.
• A hands-on leader who can balance strategic thinking with tactical execution.
• Excellent project management, communication, and cross-functional collaboration skills.
• Comfortable using data to drive insights, decisions, and accountability.
• Passion for creating a frictionless, positive customer experience from Day 1.
  We know many women do not apply for a job if they don’t perfectly fit the description. We want you to apply anyway.

• Own the end-to-end onboarding strategy for new customers, ensuring successful implementation and data migration.
• Lead, coach, and develop a team of Implementation Specialists and Data Migration Specialists.
• Partner cross-functionally with Sales, Product, Engineering, and Customer Success to ensure seamless customer handoffs and outcomes.
• Build and iterate on onboarding frameworks, playbooks, and KPIs to improve time to value and customer satisfaction.
• Solve complex onboarding issues, support escalations, and proactively identify friction points in the customer journey.
• Track team performance and client onboarding success metrics to ensure high-quality delivery and continuous improvement.
• Act as a subject matter expert in B2B SaaS onboarding and implementation best practices.
• Contribute to technical onboarding when needed—configuring accounts, advising on integrations, and coordinating file migrations.
• Champion a customer-first culture across the organization.