Implementation Specialist, Corporate

Canopy(8 days ago)

South Jordan, UTOnsiteFull TimeMedior$106,872 - $142,643 (estimated)Professional Services

About this role

A Corporate Implementation Specialist at Canopy supports accounting firm clients through initial account setup and onboarding for Canopy’s practice management SaaS. The role represents the company during early customer interactions, ensuring a smooth transition to ongoing account management and long-term product value. The position is based in South Jordan, UT and contributes to a fast-growing software company focused on customer delight.

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Required Skills

Implementation
SaaS
Ownership
Project Management
Organization
Communication
Troubleshooting
Data Migration
Training
Onboarding

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About Canopy

getcanopy.com

Canopy is a cloud-based practice management platform built for accounting and tax firms. It combines CRM, document management, a client portal app, workflow automation, payments, time tracking, and billing into a single system. The product centralizes client communication and documents to streamline onboarding, tax season, and day‑to‑day firm operations while enabling secure payments and invoicing. Canopy positions itself as a leading practice management solution for firms seeking to automate processes and improve client service.