Position Summary:

As a Forms Builder you will work directly with our dealership clients to create customized computer forms, coordinating all questions and changes. You will be able to demonstrate your administrative expertise as the vital link between Lightspeed and the dealership's Finance & Insurance (F&I) department. You will work directly with Lightspeed Technical associates regarding product change requests and application defects. The Forms Builder is responsible for facilitating the coding, testing and delivery of Forms to our existing and new client base.

*This is a hybrid/remote position that works most often in the MST time zone with occasional meetings onsite.

What you’ll do:

• Responsibilities include but are not limited to:
• Assembles, organizes and maintains forms library by generating, changing or deleting forms. Supports internal and external clients and their forms needs.
• Maintains records of workload, client status with regards to problem resolution and ensures billing is processed in a timely manner.
• You will work directly with Lightspeed Technical associates regarding product change requests and application defects.

What you should have:

Qualifications:

• A successful candidate must have excellent computer skills (MS Office)
• Previous experience creating forms is desired
• Must be able to work periodic weekends and expanded work hours
• Must possess excellent customer service skills, ability to prioritize, manage multiple projects, problem-solving skills, and the initiative to learn how to build new F&I forms and make corrections to existing forms
• Having a strong attention to detail is a requirement to be successful in this role.
• Superb time management skills and completion of tasks to a definite deadline are required.
• Powersports, RV or Marine dealership experience, with an understanding of the purpose of the F&I Department. Banking, customer service or help desk experience is also helpful

Position Summary

As a Supervisor, IT Help Desk, you will lead and mentor the IT Help Desk team, serving as the escalation point for complex technical issues and ensuring the delivery of high-quality support services to internal employees. You will be responsible for team performance, staffing, process improvement, and cross-functional collaboration with Systems Administrators and IT leadership. This role is ideal for an experienced IT professional who is passionate about people management, operational excellence, and creating a service-first support culture.

What You’ll Do

Team Leadership & Management

• Supervise, coach, and mentor a team of Tier I and II IT Support Technicians, fostering a collaborative and high-performance culture.
• Conduct regular one-on-ones, performance reviews, and development conversations with team members.
• Manage scheduling and staffing to ensure adequate coverage and support for business operations.
• Onboard and train new help desk technicians, ensuring alignment with established procedures and quality standards.
• Identify skills gaps and coordinate training opportunities to support team growth and career development.

Escalation & Technical Support

• Serve as the primary escalation point for complex or high-priority issues that exceed Tier I and II scope.
• Collaborate with Systems Administrators and IT leadership to resolve escalated tickets in a timely manner.
• Maintain hands-on technical proficiency in areas including Microsoft 365, Entra ID (Azure AD), endpoint management, and network troubleshooting.
• Step in to provide direct end-user support during peak demand or staffing gaps as needed.

Ticket & Queue Management

• Monitor the ticketing queue to ensure tickets are correctly prioritized, assigned, and resolved within SLA targets.
• Analyze ticket trends and recurring issues to identify opportunities for proactive resolution or process improvement.
• Generate and review weekly/monthly reports on team performance, ticket volume, SLA compliance, and customer satisfaction.
• Define and enforce ticketing standards, ensuring complete and accurate documentation of all support interactions.

Process Improvement & Documentation

• Develop and maintain IT procedures, runbooks, and knowledge base articles to improve team efficiency and consistency.
• Identify opportunities to automate or streamline repetitive support tasks.
• Establish and refine escalation paths, workflows, and service delivery standards.
• Ensure the team knowledge base is current, accurate, and consistently used across the team.

Cross-Functional Collaboration

• Partner with Systems Administrators and IT management on projects, infrastructure changes, and planned maintenance.
• Communicate upcoming changes, outages, or IT initiatives to end users with appropriate advance notice.
• Represent the help desk in IT team meetings and contribute to strategic planning discussions.
• Gather and relay user feedback to drive continuous improvement in IT services.

Equipment & Asset Management

• Oversee the team’s management of hardware inventory, equipment deployments, and onboarding/offboarding processes.
• Ensure accurate tracking of IT assets and enforce asset management policies and procedures.
• Coordinate equipment procurement requests and work with vendors or procurement teams as needed.

What You Should Have

Qualifications

• 4+ years of experience in IT support or help desk roles, with at least 1–2 years in a lead or supervisory capacity.
• Solid working knowledge of Windows operating systems, Microsoft 365 (Outlook, Teams, SharePoint, OneDrive), and Entra ID (Azure AD).
• Demonstrated experience managing or mentoring a team in a technical support environment.
• Strong understanding of ITSM principles, including ticketing, SLA management, and escalation workflows.
• Excellent interpersonal and communication skills – able to engage effectively with both technical staff and non-technical end users.
• Ability to analyze support data and metrics to drive decision-making and continuous improvement.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Customer-focused mindset with a commitment to service quality and user satisfaction.

Preferred Qualifications

• CompTIA A+ or Network+ certification
• Microsoft 365 Certified: Administrator Expert or similar Microsoft certification
• ITIL Foundation certification
• Experience with enterprise ticketing platforms (ServiceNow, Jira Service Desk, Zendesk, etc.)
• Familiarity with endpoint management tools (Microsoft Intune, SCCM, or similar)
• Experience developing or delivering IT training for end users or junior staff
• Associate’s or Bachelor’s degree in Information Technology, Computer Science, or a related field

Customer Support Specialist - Tier 1

Canopy, Utah

About Us

Canopy is a fast-growing SaaS company in Draper, 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 member of the Customer Support team, you will provide top-tier service and support primarily to users of our software via email, in-app chat, and phone channels. 

Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest desire to learn and progress, you will build upon this reputation. This is not a role in which you simply answer phones and read from a script. You will think critically to help to create new pathways for our customers, outline solutions, and form the foundation of a rapidly-growing company and team.

What You'll Do 

• Anticipate and resolve customer issues in a professional and timely manner
• Provide superior customer service and remote troubleshooting assistance
• Take ownership of customer issues and advocate for their needs, adjusting urgency and escalation based on customer context and issue severity
• Develop sound understanding of Canopy’s current and upcoming features
• Identify opportunities to answer questions, even before they are asked
• Explain step-by-step instructions and assist users in navigation through software
• Drive value to customers by informing them of new resources and products that will make an impact on their businesses 
• Maintain a positive and patient attitude with all customers
• Coordinate within the organization for technical and account level issues
• Help improve and perfect processes across the support organization

What we’re Looking For

• A self-starter with desire to take ownership of the role and above responsibilities
• Tech-savvy with the ability to learn software and new tools quickly
• Organizational skills, creativity, and a solution-oriented focus
• Willingness to learn about tax resolution industry and IRS forms as they relate to the software and its functions
• Excellent written and verbal communication skills in the English language
• Ability to pivot with a growing company and accept new challenges
• Be able to type at 50 wpm or faster
• Excitement about implementing and utilizing AI in day to day work flows 

Essential Functions

• Work a consistent and reliable full-time schedule, including adherence to assigned shifts, breaks, and attendance expectations.
• Schedule: Typically 40 hours per week, Monday through Friday. In-office, MWF. Individual schedules may vary slightly based on team needs and role responsibilities. May require evening or weekend coverage depending on team rotation and seasonality.
• Ability to sit or stand at a desk for extended periods of time, while using a computer for extended periods.
• Ability to operate a computer throughout the day.
• Ability to communicate clearly and professionally in writing and verbally, with external customers and internal employees, via phone and computer systems (with or without reasonable accommodations).
• Ability to use sales tools such as Salesforce, Intercom, Google Suite, Slack.

• Maintain focus and professionalism in high-pressure situations.

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 support ticketing systems
• Previous customer service and support experience
• 2-3 years experience in a call center environment
• Experience in the accounting & tax software space

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.

🚀 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.

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.

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft 

We are seeking an experienced and self-driven Senior Enablement Manager to lead the development and delivery of high-impact learning programs for our Sales and Customer Success teams globally. 

This role will focus primarily, though not exclusively, on leading our New Hire Onboarding program, designed to help our Sales and Customer Success teams across all regions accelerate their ramp time. 

This role will also deliver segment-specific enablement programs supporting our global Customer Success teams. 

Responsibilities:

• Own the design, development, and delivery of New Hire Onboarding programs and learning experiences for our Sales and Customer Success teams, ensuring a consistent, high-impact experience across roles, regions, and segments.
• Serve as the primary developer and facilitator of several live onboarding sessions, modeling best-in-class facilitation, learner engagement, and instructional quality.
• Develop scalable onboarding curricula, learning assets, eCourses, and facilitator guides that support both live and asynchronous delivery at a global scale.
• Partner closely with Sales, Customer Success, RevOps, Product Marketing, Professional Services, Deal Desk, Legal, and other internal partners to ensure onboarding content is tightly aligned to GTM motions, strategy, and evolving business priorities.
• Continuously evolve onboarding programs based on performance data, participant feedback, and changing organizational needs.
• Monitor and report on the effectiveness of the onboarding program including rep ramp time, performance against KPI targets, and other readiness indicators.
• Ensure operational excellence in onboarding execution, including coordination within the Enablement team, overseeing the learner experience, monitoring rep progress through the program, and running feedback loops with reps and leaders. 
• Facilitate pre-planned workshops for CS teams in region across EMEA, APAC, NOCO, and SOJO in partnership with the Global Content Team.
• Deliver targeted programs tailored to the needs and requirements of the Customer Success team. 
• Execute hands-on application sessions that translate global content into practical, role-specific skills.
• Adapt global enablement content to reflect regional nuances, competitive landscapes, and customer personas.
• Facilitate select New Hire program components to reinforce early readiness and accelerate CSM ramp time.
• Coach CSMs immediately following initial onboarding to bridge learning to real-world application.
• Partner closely with the Global Content Team to provide field-based insights that inform content development.
• Report on CS workshop effectiveness, coaching outcomes, and regional trends.
• Serve as the voice of the field to ensure enablement programs remain practical, relevant, and impactful for CS.

Requirements

• Bachelor’s degree in Business, Marketing, or equivalent years’ experience in related fields.
• 5+ years of experience in Sales, Sales Enablement, and/or Customer Success roles, or a combination thereof within a SaaS environment.
• Deep understanding of Lucid’s product suite, solution offerings, and GTM strategy.
• Proven track record of developing and implementing successful enablement programs supporting revenue-generating teams. 
• Strong understanding of B2B sales processes, methodologies, and best practices. 
• Excellent communication, presentation, and interpersonal skills. 
• Exceptional facilitation skills, with proven ability to energize and connect with learners across all GTM segments.
• Experience developing a range of enablement assets and collateral including self-paced eLearning, live workshops, and webinars. 
• Comfortable working cross-functionally and operating with a high degree of autonomy.
• Proven track record of a strong internal motor to brainstorm innovative learning solutions, juggle multiple priorities, and meet deliverables in a timely manner.
• Passion for continuous learning and improving the learner experience.
• Takes initiative; demonstrates a strong internal drive to meet deliverables in a timely manner. 

Preferred Qualifications

• Prior experience in a customer-facing role at Lucid (e.g., Sales, CSM) strongly preferred.

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