Data and Professional Services Specialist - Canopy

Data and Professional Services 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!

The Opportunity

As a Data and Professional Services Specialist, you will be a dedicated resource for our customers to assist in building out custom reports using our insights tool in their Canopy system. You will collaborate with our Sales Engineers and product specialists to get all the information necessary to build out a successful Insights report. You will also collaborate with our Product teams to provide feedback on how to make Canopy Insights even better. 

Hybrid MWF in South Jordan, UT

What You'll Do:

• Verify data accuracy and ensure consistency across different platforms.
• Communicate with customers to gather necessary information for Insights reporting.
• Provide regular updates to customers on the status of their data migration.
• Work closely with the implementation and R&D teams to ensure smooth data migration.
• Assist in troubleshooting data entry issues and provide solutions.
• Conduct regular checks and audits to ensure data integrity.
• Report any discrepancies or issues to the relevant teams promptly.
• Maintain comprehensive records of all data entry activities.
• Create and update documentation related to data entry processes and customer workflows.
• Suggest improvements to data entry processes and tools.
• Build demo environments and work with sales to deliver a technical demo of Insights to potential clients. 
• Partner with Canopy customers to design, build, and maintain custom reports. 
• Analyze data sets and provide recommendations for structuring reports and dashboards 
• Build reporting to provide actionable insights for customers. 
• Stay updated with the latest Canopy product updates. 
• Develop rapport with customers to understand their business needs and provide guidance. 
• Ensure data accuracy, quality, and timeliness in deliverables to customers. 
• Support demos of Canopy Insights to existing and potential customers

The skills you'll need:

• 1-2 years of experience in data entry, customer service, or related field.
• Proficiency in using data entry software and Microsoft Office Suite (Excel, Word, Outlook).
• Familiarity with SaaS platforms and basic knowledge of database management.
• Strong attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Understanding of workflow and work-in-progress (WIP) concepts.
• Ability to handle sensitive information with confidentiality.
• Problem-solving skills and a proactive approach to tasks.
• Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Why 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.

Win - we win by delighting our customers with the very best products and services.

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's are the stages of a typical interview process:

• 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 Team
• 45-60 minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews depending on the role
• Final Interview

Interview 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.