Implementation Team Lead, Mid Market

Canopy, South Jordan

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 the Implementation Team Lead, you are the bridge between high-level strategy and front-line excellence. You won’t just be watching from the sidelines; you’ll be the "player-coach" driving a team of Mid-Market Implementation Specialists to deliver world-class onboarding experiences.

This is a pivotal role where you will refine our post-sales engine. You’ll partner closely with the Implementation Manager to translate metrics into action, mentor your team through complex data migrations, and ensure that every new firm joining Canopy feels supported, empowered, and ready to thrive. If you love building high-performing teams and obsession over the "Time-to-Value" metric, this is your next big move.

What  you’ll do:

• Provide daily guidance, coaching, and professional development for a team of Implementation Specialists.
• Partner with the Implementation Manager to track KPIs, analyze team capacity, and report on onboarding health metrics.
• Iterate on existing onboarding playbooks and frameworks to reduce friction and accelerate customer time-to-value.
• Act as the primary point of contact for complex technical hurdles or sensitive client escalations, ensuring a path to resolution.
• Collaborate with Sales to refine handoffs, and with Product/Engineering to voice customer feedback regarding the implementation experience.

The skills you’ll need:

• 3+ years of experience in B2B SaaS, with at least 1+ years in a leadership or senior/mentor capacity within Implementation or Success.
• Deep expertise in the SaaS implementation lifecycle.
• Proficiency in using data (Salesforce, Looker, etc.) to drive team accountability and identify trends.
• The ability to translate technical concepts for non-technical users and provide constructive, growth-oriented feedback to your team.
• Expert-level organization skills; you can manage your team's bandwidth while keeping high-priority projects on track.
• "Start-up" soul who thrives in evolving environments and can pivot from strategic planning to hands-on troubleshooting in a heartbeat.

We 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: 

• Experience in the accounting or financial services SaaS space
• Familiarity with tools like Salesforce, Asana, or onboarding-specific platforms

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.

💡 ERG Committees - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.

☕ 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:

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 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.