Implementation Coordinator (part-time)

Remote in Utah

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:

• Oversee our self-serve customers and ensure they get onboarded with Canopy within 60 days of starting the implementation process
• 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 software adoption by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM's)
• Monitor email campaigns for self-service customers to ensure they are receiving, and reading through the emails
• Monitor utilization of self-serve customers to ensure they are getting onboarded promptly.
• 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
• 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”
• Ability to get hours in sometime between 8:00am-5:00pm, M-F

The skills you'll need:

• 1+ years of Implementation experience
• 1+ 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

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.

Motivosity - 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.

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 with the Hiring Manager
• 1-3 rounds of interviews depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role specific overview of the process during your first phone call.

Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end!

Canopy is an equal opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.