Jobs Companies Canopy Connect Customer Success Onboarding Specialist - Agency

À propos de ce poste Customer Success Onboarding Specialist - Agency chez Canopy Connect

Canopy Connect · Télétravail · Remote (USA & Canada)

Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. We empower consumers to gain value and convenience from their own data, and we enable businesses to securely and quickly support their customers.

We're growing quickly and are scaling up. As an Onboarding Specialist, you'll ensure that Canopy Connect’s agency customers are successful with our product. This is a consultative position in which you will help our clients grow their businesses by selling more premium with less effort.

This is an opportunity to get in early with a well-capitalized startup. 

About you

  • 2 years of experience implementing sales enablement software in professional service companies (e.g. insurance, wealth planning, accounting etc).
  • Demonstrated ability to work with clients from a variety of technical backgrounds.
  • Experience delivering software demos and training in a high volume environment.
  • Experience delivering online training to groups of up to 50 people.
  • Ability to learn different platforms quickly (e.g. CRM, AMS, Raters). 
  • Bonus: Background in selling insurance software (e.g. raters, AMS, CRM) 

Bonus: Deep insurance industry knowledge.

Please note that we are only accepting candidates who are authorized to work in the United States or Canada.

The expected salary range for this position is: $65,366 - $77,979 depending on experience and skills. 


Our Benefits

  • Healthcare: We offer company-sponsored health, dental and vision insurance for employees and dependents.
  • Equity: We are a team of owners and we provide our team with generous equity grants.
  • Time to Recharge: We offer unlimited paid time off. Unplug, recharge, and come back refreshed.
  • Remote Friendly: We are a fully distributed team. We all work remotely. We offer a $1,000 stipend to equip you with a home office that is comfortable and personalized to your needs.
  • Friday Reimbursed Lunch: Order lunch on Fridays, and we'll cover it!
  • 401K: We offer a 3.5% match. 

Our Core Values

  • Be Worthy of Trust | We are building critical infrastructure that processes sensitive data. We earn trust every day by being transparent, honest and clear to all stakeholders.
  • Find a Way | We seize opportunities and iterate quickly. We refuse to get blocked. We are relentlessly optimistic about possibilities. Tenacious and creative, we find a way.
  • Own It | We are owners of the product and the company, and we own our successes as well as our failures. We value people who embody extreme ownership.
  • Think “We” Not “I” | We prioritize the success of the team over individual contributions. The best decisions are made through triangulating the opinions of the team. Productive disagreement leads to good decisions. We don’t tolerate brilliant jerks.
  • Raise the Bar | Our standard is to be the best in the world at what we do. We redefine excellence each day.

To protect the interests of all parties, Canopy Connect will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to Canopy Connect will be considered Canopy Connect property. Canopy Connect will not pay a fee for any placement resulting from the receipt of an unsolicited resume. Canopy Connect will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.

 

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À propos de Canopy Connect

We are building the infrastructure that powers best-in-class insurance experiences.

We are in an era of expanding consumer data rights around the world. Regulations like GDPR in the EU, CCPA in California, LGPD in Brazil, APPI in Japan, and others are giving consumers fundamental data rights, such as the right to request and receive a copy of the data a company has about them, or to wipe their information.

While banking, healthcare, and other industries have implemented these regulations through players like Plaid, Truelayer and Noyo, the insurance space has not yet caught up. Consumers aren’t well-equipped to access their data, and data is often shared through insecure channels. For carriers, getting the data they need to help a consumer get the right coverage is hard, and fraught with errors.

It should be easy for consumers to exercise basic control of their own data. Sharing data should be instant, secure, and driven by consumer consent. When consumers share their data with a business, they should receive value and convenience in return. When they want their data to be revoked, they should be able to do so at the flip of a switch.

For consumers, this means frictionless, personalized and modern insurance experiences. It means things like instantly closing on a mortgage because you were able to prove your active insurance at the click of a button, or getting to drive the new car you just bought because you were able to have it covered with a single click. It means having fine-grained control of who gets to receive a copy of your data, and being able to revoke it if you feel like it.

Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. We empower consumers to gain value and convenience from their own data, and we enable businesses to securely and quickly support their customers. We recently closed a seed round from world class investors who deeply understand the space.

We are a product-oriented, distributed engineering team seeking exceptional engineers to drive our mission forward.


Our Culture

Benefits

  • Healthcare  |  We offer company-sponsored health, dental and vision insurance for employees and dependents.
  • Equity  |  We are a team of owners and we provide our team with generous equity grants.
  • Time to Recharge  |  We offer unlimited paid time off. Unplug, recharge, and come back refreshed.
  • Remote Friendly  |  We are a fully distributed team. We all work remotely. We offer a $1,000 stipend to equip you with a home office that is comfortable and personalized to your needs.
  • Friday Reimbursed Lunch  |  Order lunch on Fridays, and we'll cover it!
  • 401k: We match 3.5%

Core Values

  • Be Worthy of Trust  |  We are building critical infrastructure that processes sensitive data. We earn trust every day by being transparent, honest and clear to all stakeholders.
  • Find a Way  |  We seize opportunities and iterate quickly. We refuse to get blocked. We are relentlessly optimistic about possibilities. Tenacious and creative, we find a way.
  • Own It  |  We are owners of the product and the company, and we own our successes as well as our failures. We value people who embody extreme ownership.
  • Think "We" Not "I"  |  We prioritize the success of the team over individual contributions. The best decisions are made through triangulating the opinions of the team. Productive disagreement leads to good decisions. We don’t tolerate brilliant jerks.
  • Raise the Bar  |  Our standard is to be the best in the world at what we do. We redefine excellence each day.

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