Implementation Specialist, Mid Market
Canopy
About this role
Canopy is seeking a Mid Market Implementation Specialist to guide new customers through setup, onboarding, and training, ensuring they achieve value from the company's SaaS accounting practice management software. The role involves technical troubleshooting, project management, and facilitating customer success in a fast-growing environment.
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Canopy.
Salary
$60k – $70k
per year