Implementation Specialist, Mid Market

Canopy(8 days ago)

South Jordan, UTOnsiteFull TimeMedior$107,461 - $143,435 (estimated)Customer Success

About this role

An Implementation Specialist, Mid Market at Canopy is a customer-facing role supporting deployment of Canopy’s practice management SaaS for accounting firms, with a focus on mid-market customers. The position works within the customer success/implementation organization and partners across teams to drive successful product adoption and long-term customer value.

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Required Skills

Implementation
SaaS
Project Management
Communication
Troubleshooting
Customer Onboarding
Data Migration
Training
Excel

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.