Implementation Specialist, Mid Market
Canopy
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.
Skills
About Canopy
getcanopy.comCanopy 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.
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About Canopy
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Canopy.
Salary
$107k – $143k
per year