Implementation Specialist
1 week ago
Implementation SpecialistCanopy, South JordanAbout UsCanopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms.
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 moreWhat you'll do:
Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accountsProvide 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 gateBe accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clientsProactively 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 successBe able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live & engaged on your callsThoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc.
from the onboarding POCProject-manage your action and advocacy items to completion, share ideas for operational improvements, and use seasonal 'downtime' to execute on said initiatives or hone and develop your technical support skillsGo above and beyond to serve our customers and your team, provide a world-class customer experience, and be a shining, standard-setting example of what it means to be a "Canopian" The skills you'll need:1-2+ years of Implementation experience1-2+ years of SaaS industry experienceOwnership.
Craving responsibility and accountability to the role's above descriptionProject management.Organizational skills, creativity, curiosity, and a solution-oriented focus are a mustBe a self-starter with the ability to drive your own productivityKeep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environmentExcellent written and verbal communication skills in the English languageWe know many women do not apply for a job if they don't perfectly fit the description.
We want you to apply anyway.Bonus Points If You Have:
Amazing MS Excel skillsWhy You Want to
Work Here:
Flexible Paid Time Off - that you're actually encouraged to use plus 10 company holidays Health Benefits - including Medical, Dental, and Vision and an HSA Match.
Canopy covers Medical premiums at 100% for Employees only. 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting. Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.? Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
Nectar- our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians Company Events - including monthly company-wide meetings, summer parties, and more.
DEIB Committee - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more. Fully-stocked kitchen- Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.
Our Values:
We approach our work every day with a few things in mind: Own - we own this place We focus on outcomes, holding ourselves & each other accountable.
Do Good - we work hard to be good people Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.
To learn more about us & our values, click here.Interviewing @ Canopy:
We know application processes can be a little stressful.
Here are the stages of a typical interview process at Canopy:
Once your application is received, we will review it and get back to you if we feel like it's a mutual fit 20 minute phone call with the People Team45-60 minute video or in-person interview with the Hiring Manager1-3 rounds of interviews depending on the roleFinal InterviewInterview processes can vary depending on the role.
The People Team will give you a role specific overview of the process during your first phone call.Remember:
This is your interview too We know candidates are evaluating us just as much as we are them.
We encourage you to bring questions to each of your interviews-our hiring teams will always make sure to save time for questions at the end Canopy is an equal opportunity employer.
Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.
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