Canopy
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Senior Business Systems Manager
Canopy, South Jordan, UT, Hybrid
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. We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a 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
We're seeking a technical, strategic, execution-focused Senior Business Systems Manager to join our G&A team. This role will initially be as a hands-on IC: you'll personally design data flows, own integrations, and govern the systems that run our business. Over time, you'll have the opportunity to build and lead the Business Systems team as the function matures.
Canopy's core business systems (Zuora, Stripe, Asana, Pendo, Rippling, and more) are owned by the functional teams that adopted them. That's worked until now. As AI-powered workflows, multi-system product launches, and growing integration demands push the limits of that model, we need someone to own the platform layer end-to-end.
This role requires someone who can sit with a stakeholder, extract messy requirements, and personally produce a clean system design, data flow, and process spec — not just manage others who do. This is a high-impact role ideal for someone who thrives in a fast-paced environment, enjoys owning and solving complex business problems, and can build alignment across diverse stakeholders.
This is a hybrid position in South Jordan, Utah (M, W, F in-office).
What You’ll Do:
System Ownership
- Own day-to-day administration and overall architecture for cross-functional platforms, including Zuora, Stripe, Asana, Pendo, and more.
- Own the integration layer between core platforms, ensuring data flows between systems are reliable, documented, and governed.
- Design data models, system specs, and process flows from scratch based on stakeholder input.
- Translate business requirements into clear, actionable system features, integrations, and enhancements.
- Evaluate build vs. buy tradeoffs with enough technical depth to defend your recommendation.
- Manage vendor governance, including consolidated procurement, license management, and renewal tracking across all platforms.
Program Management
- Own the internal systems roadmap and serve as the single intake point for system changes, new tool evaluations, and cross-functional automation requests.
- Create technical documentation, decision logs, and retrospectives that individual contributors can act on without a follow-up meeting.
- Manage large, cross-functional initiatives by establishing clear timelines, ownership, and outcomes.
- Lead program cadences such as standups, roadmap reviews, retrospectives, and stakeholder updates.
Partnership & Strategy
- Partner closely with Finance, RevOps, and BI to understand their roadmaps, identify pain points, and proactively propose solutions.
- Reinforce internal data integrity by helping to define systems of record, enforcing data hygiene, and resolving conflicting definitions.
- Communicate project statuses and solutions to leadership both in-person and asynchronously via rigorous documentation.
- Build and maintain dashboards and reporting tools to track system health and performance metrics.
What We’re Looking For
- Bachelor’s degree in Business Administration, Information Systems, or a related field.
- 5+ years of experience in program management, product ownership, business systems, or operations roles in a SaaS environment.
- Demonstrated ability to personally produce technical artifacts (ERDs, flow diagrams, business requirements docs), and not just manage others who do.
- Hands-on experience with SQL and data modeling; you're comfortable querying systems directly to diagnose data integrity issues.
- Proven, deep familiarity with internal G&A domains (Finance, BI, RevOps, etc.)
- Experience with Zuora
- 2+ years of people management experience
- Proven experience with Salesforce, Pendo, Rippling, and Stripe is a plus.
- Track record of leading cross-functional initiatives from idea to execution.
- Clear, confident communicator able to translate technical constraints into business language and vice versa for audiences of all levels.
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 - you’re actually encouraged to use, plus 10 company holidays!
❤️🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match.
💰 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.
💡 ERG Committees - 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.
Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.
To learn more about us & our values, click here.
Interviewing @ Canopy
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 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.
Ready to apply?
Apply to Canopy
Deal Desk Manager
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.
We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a 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
We’re looking for a strategic and collaborative Deal Desk Manager, to build and scale our deal desk operations from the ground up. Reporting to the Controller, you’ll be a key player in driving efficient deal execution while ensuring strong financial outcomes. This is a high-impact role that partners closely with Sales, Finance, and Legal to guide deal structure, pricing strategy, and contract processes.
If you’re energized by building systems, aligning cross-functional teams, and helping deals move faster and smarter, this is your opportunity to lead the charge.
This is a hybrid position in South Jordan, Utah (M, W, F in-office).
What You’ll Do
- Design the Deal Desk Function: Build out deal desk strategy, frameworks, and workflows—including approval policies, escalation paths, and discounting guidelines.
- Lead Day-to-Day Operations: Manage the review and approval of inbound deal requests, ensuring accuracy, compliance, and timely support to Sales teams.
- Serve as a Strategic Advisor: Partner closely with Account Executives and Sales leadership to structure competitive, scalable, and financially sound deals.
- Support Financial Analysis: Collaborate with the Controller and FP&A team to assess deal profitability, ARR impact, and revenue recognition considerations.
- Drive Process Improvement: Identify bottlenecks and implement improvements to reduce deal cycle time, improve accuracy, and enhance visibility.
- Ensure Cross-Functional Alignment: Liaise between Finance, Sales, RevOps, and Legal to align on pricing strategies and contract requirements.
- Develop Reporting & Insights: Track key deal metrics (e.g., approval turnaround, discounting trends, margin impact) and present findings to leadership.
- Lay the Foundation for Scale: Document deal desk playbooks, approval policies, and training resources to support company growth.
What We’re Looking For
- Experience: 5+ years of experience in deal desk—preferably in SaaS or recurring-revenue businesses.
- Leadership: Experience building or leading a deal desk function or similar cross-functional initiative.
- Technical & Financial Acumen: Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.
- Tools Knowledge: Proficient in Salesforce and Excel/Google Sheets; experience with CPQ tools or contract lifecycle management (CLM) systems a plus.
- Strong Communicator: Ability to synthesize complex information and influence stakeholders across departments.
- Operational Mindset: Detail-oriented with a drive to streamline, standardize, and scale business processes.
- Education: Bachelor’s degree in Finance, Business, Accounting, or a related field required; MBA or advanced degree is a plus.
Bonus Points If You:
- Have supported or built a deal desk function at a growth-stage SaaS company
- Can translate between Sales speak and Finance speak without missing a beat
- Thrive in environments where you can build, iterate, and optimize from scratch
- Bring a collaborative, low-ego approach to cross-functional problem solving
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 - you’re actually encouraged to use, plus 10 company holidays!
❤️🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match.
💰 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.
💡 ERG Committees - 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.
🚀 Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.
To learn more about us & our values, click here.
Interviewing @ Canopy
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 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.
Ready to apply?
Apply to Canopy