Mid Market Customer Success Manager

Canopy(21 days ago)

HybridFull TimeMedior$95,698 - $127,097 (estimated)Customer Experience

About this role

Canopy is a fast-growing SaaS company building practice management software for accounting firms. The Mid Market Customer Success Manager is a key role within the Customer Experience organization focused on ensuring mid-market customers realize tangible value from the product and remain successful long-term. The role reports to the Head of Customer Experience and is based in South Jordan, Utah with a hybrid schedule (M/W/F in-office) for US-based applicants.

View Original Listing

Required Skills

Customer Success
Account Management
Client Retention
Revenue Growth
Product Adoption
Stakeholder Management
Executive Communication
QBRs
EBRs
ROI Analysis

+7 more

Qualifications

Bachelor's Degree

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.