Revenue Operations Analyst, CX

Canopy

2 months ago

4.6 on Glassdoor

South Jordan, UT

Hybrid

Full Time

Junior

1 applicant

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About this role

The Revenue Operations Analyst, CX will support and scale the Customer Experience organization by owning core post-sales systems and ensuring data integrity and operational excellence. The role partners across Customer Success, Support, and Revenue teams to provide the tools, insights, and processes needed to drive customer value, retention, and growth. It focuses on translating real-world workflows into scalable systems and enabling CX teams through clean data and automation.

Skills

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.