ImplementationSpecialist

Corporate Implementation Specialist Canopy, South Jordan, UT About Us Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. Click here to see why our clients love Canopy. Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more! What you’ll do: Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts. Provide world-class onboarding and training experiences in the form of feature-specific training calls, screen shares, and email communications that help customers achieve value from our software right out of the gate. Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients. Proactively reach out to users during implementation to encourage adoption of the software by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM’s). Provide a comprehensive introduction to a customer’s assigned CSM (when applicable) and facilitate a hand-off post-implementation to ensure the client feels supported moving on from the onboarding experience. Be a product & industry expert at all times by staying on top of product development, competition, and industry benchmarks & happenings. Work with other teams within Canopy to ensure data/file migration success. Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live