Director of Account Management 

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. And we just secured $70M in Series C funding to help us fulfill that mission.

Click here to see why our clients (and investors) 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 are hiring a Director of Account Management to build and lead the next evolution of our customer-facing organization. You’ll have the opportunity to continue to build the Account Management function, define processes, shape the customer journey, and scale a growing team of high-performing Account Managers.

Account Management plays a critical role in helping our customers unlock the full value of our Practice Management Suite. In this role, you’ll be responsible for retention, expansion, customer health, and delivering exceptional client experiences. We’re looking for someone who is strategic, scrappy, and energized by building new programs, systems, and teams. You should be deeply familiar with B2B SaaS, passionate about customer success outcomes, and excited to leverage AI-driven workflows to increase team efficiency, predict customer needs, and elevate account performance.

This is a hybrid position in South Jordan, Utah (M, W, F in-office). 

What You’ll Do

• Build, lead, mentor, and scale the Account Management team from the ground up.
• Establish the Account Management strategy, including customer segmentation, engagement models, renewal & expansion motions, and success metrics.
• Own customer retention and expansion outcomes, partnering with Sales, Product, Support, and Marketing to deliver a seamless customer experience.
• Develop data-driven processes to monitor account health, anticipate risks, and identify growth opportunities.
• Implement and optimize AI-driven workflows to improve forecasting, customer insights, team efficiency, and communication quality.
• Meet regularly with strategic accounts to understand goals, deepen relationships, and drive continued product adoption.
• Collaborate cross-functionally to advocate for customer needs and inform product roadmap priorities.
• Work with RevOps to build reporting, dashboards, and forecasting models to track team performance and KPIs.
• Create training, playbooks, and onboarding programs to support AM team growth and quality.
• Establish a culture of accountability, continuous improvement, and excellent customer stewardship.

What We’re Looking For

• 8+ years of experience in Account Management or Sales in a B2B SaaS environment.
• 5+ years of experience leading Account Management or Sales teams; experience building a team from scratch strongly preferred.
• Strong understanding of SaaS customer lifecycles, renewal and expansion motions, and account health measurement.
• Proven experience owning retention, churn mitigation, and expansion targets.
• Ability to leverage AI tools (e.g., for forecasting, insights, automation, and communication augmentation) to enhance team performance.
• Excellent leadership, coaching, and people development skills.
• Strong strategic thinking, operational rigor, and a bias toward action.
• Exceptional communication and relationship-building abilities.
• Bachelor’s degree or equivalent experience.

Bonus Points If You Have

• Experience working with accounting, fintech, or workflow automation products.
• Experience leading teams through rapid scale or high-growth environments.

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.

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.

Director of Customer Support

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

We are seeking an experienced Director of Customer Support to lead and grow our Technical Support Specialists and Tier I and Tier II support teams. As a growing organization, we need someone with experience in scaling customer support operations in a dynamic software environment. You'll be responsible for driving excellent customer experiences, ensuring our support teams deliver timely and effective solutions, and continuously improving processes to support our expanding customer base.

This is a hybrid position based in South Jordan, Utah (M, W, F in-office).

What You’ll Do:

• Lead, mentor, and manage a team of Tier I and Tier II support agents, ensuring they deliver high-quality customer service across multiple channels (email, chat, phone).
• Develop and implement scalable processes and best practices to improve team efficiency and customer satisfaction.
• Identify and implement opportunities to leverage AI for process enhancement.
• Monitor key performance indicators (KPIs) such as response times, resolution rates, and customer satisfaction scores, and report on these metrics regularly.
• Collaborate with other departments (Product, Engineering, Sales) to ensure the support team is equipped with the necessary knowledge and tools.
• Manage escalation processes to ensure timely resolution of complex or high-priority issues.
• Identify trends in support cases to proactively address common customer challenges and suggest product improvements.
• Maintain and enhance customer support platforms and tools, ensuring they are optimized for a growing team.
• Ensure proper documentation of support workflows, troubleshooting guides, and internal processes.
• Oversee training and development programs for the support team to continuously improve their technical knowledge and customer service skills.
• Advocate for customer needs within the organization and help align support efforts with broader company goals.

What We’re Looking For:

• 6+ years of experience managing customer support teams, ideally in a SaaS or software-focused environment.
• Proven track record of scaling support teams and improving operational efficiencies in a fast-paced, high-growth setting.
• Experience with AI tools to better Customer Support.
• Strong leadership and coaching skills, with the ability to foster a collaborative, results-driven team culture.
• Experience working with customer support platforms
• Excellent problem-solving and analytical skills, with the ability to derive insights from data and apply them to improve support performance.
• Strong communication skills, both verbal and written, with the ability to interact effectively across teams and with customers.
• Ability to adapt and thrive in a constantly evolving software environment.
• Bachelor’s degree in a related field preferred.

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.

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.

Senior Full Stack Engineer

Canopy, South Jordan, UT

About Us

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, powerful software for accounting firms. We're on a mission to help accountants build an autonomous firm — giving them back the time and tools they need to focus on what matters most: their clients.

We believe the accounting industry deserves world-class software, and we're building exactly that. Our Practice Management Suite is purpose-built for firms that want to work smarter, grow faster, and deliver more value to the people they serve. 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 (and investors) 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

Canopy is a fast-growing SaaS startup 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. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.

We're hiring a Senior Full Stack Engineer to help make our world-class practice management platform for accounting professionals even better. You'll work on a highly collaborative squad alongside other engineers, a product manager, UX designer, and QA engineer, with the autonomy to research, hypothesize, build, test, and iterate on the best solutions for our customers. Our microservices backend and micro-frontend architecture support independent deployments, letting our teams ship to production multiple times a day. If you want to have a meaningful impact at a company that means "agile" when we say it, we'd love to hear from you.

What You’ll Do

• Partner with your PM, UX designer, fellow engineers, QA, and customers to define and validate new features end-to-end
• Build user-facing experiences in JavaScript/TypeScript and React that delight our customers
• Design and implement REST API endpoints and microservices using Python with FastAPI or Java with Vert.x, backed by PostgreSQL
• Write unit tests, participate in code reviews, and help maintain quality across the codebase
• Own builds and deployments to staging and production using Docker, GitLab, and Kubernetes
• Identify, prioritize, and resolve bugs and technical debt across the stack
• Share what you learn through mentoring, trainings, and interviewing future teammates
• Contribute to effective AI driven engineering tooling that improves quality and efficiency for every engineer

What We’re Looking For

• 5+ years of professional software development experience, with meaningful exposure to both frontend and backend work (we don't expect equal depth in both)
• Strong proficiency in JavaScript, with experience in React or a similar modern framework
• Strong proficiency in at least one of the following backend languages (Python, Java, or Kotlin) and comfort with SQL and RESTful API design
• Familiarity with modern tooling: TypeScript, Git, and testing frameworks for both front end and back end code
• Hands-on experience with AI coding assistants like Claude Code or Cursor, an eagerness to adopt the latest advancements and best practices, and the judgment to steer AI toward high-quality code you fully understand and can stand behind
• Bachelor's degree in Computer Science or a related field, or equivalent practical experience
• Strong communication skills and the ability to collaborate well with both technical and non-technical teammates
• A passion for building scalable solutions that have real customer impact

Bonus Points 

• Proficiency with microservices architecture or micro-frontend infrastructure
• Experience with observability tooling (logging, metrics, tracing)
• Hands-on experience building features that integrate LLMs or AI capabilities into a product

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.

SMB Implementation Specialist

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!

What  you’ll do:

• Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts.
• Provide world-class onboarding and training experiences in the form of feature-specific training calls, screen shares, and email communications that help customers achieve value from our software right out of the gate.
• Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients.
• Proactively reach out to users during implementation to encourage adoption of the software by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM’s).
• Provide a comprehensive introduction to a customer’s assigned CSM (when applicable) and facilitate a hand-off post-implementation to ensure the client feels supported moving on from the onboarding experience.
• Be a product & industry expert at all times by staying on top of product development, competition, and industry benchmarks & happenings. 
• Work with other teams within Canopy to ensure data/file migration success.
• Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live & engaged on your calls.
• Thoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc. from the onboarding POC.
• Project-manage your action and advocacy items to completion, share ideas for operational improvements, and use seasonal ‘downtime’ to execute on said initiatives or hone and develop your technical support skills.
• Go above and beyond to serve our customers and your team, provide a world-class customer experience, and be a shining, standard-setting example of what it means to be a “Canopian.” 

The skills you’ll need:

• 1-2+ years of Implementation experience
• 1-2+ years of SaaS industry experience
• Ownership. Craving responsibility and accountability to the role's above description
• Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must
• Be a self-starter with the ability to drive your own productivity
• Keep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environment
• Excellent written and verbal communication skills in the English language

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: 

• Amazing MS Excel skills

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.

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.

Implementation Specialist, 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!

What  you’ll do:

• Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts
• Provide world-class onboarding and training experiences in the form of feature-specific training calls, screen shares, and email communications that help customers achieve value from our software right out of the gate
• Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients
• Proactively reach out to users during implementation to encourage adoption of the software by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM’s)
• Provide a comprehensive introduction to a customer’s assigned CSM (when applicable) and facilitate a hand-off post-implementation to ensure the client feels supported moving on from the onboarding experience.
• Be a product & industry expert at all times by staying on top of product development, competition, and industry benchmarks & happenings 
• Work with other teams within Canopy to ensure data/file migration success
• Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live & engaged on your calls
• Thoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc. from the onboarding POC
• Project-manage your action and advocacy items to completion, share ideas for operational improvements, and use seasonal ‘downtime’ to execute on said initiatives or hone and develop your technical support skills
• Go above and beyond to serve our customers and your team, provide a world-class customer experience, and be a shining, standard-setting example of what it means to be a “Canopian” 

The skills you’ll need:

• 1-2+ years of Implementation experience
• 1-2+ years of SaaS industry experience
• Ownership. Craving responsibility and accountability to the role's above description
• Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must
• Be a self-starter with the ability to drive your own productivity
• Keep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environment
• Excellent written and verbal communication skills in the English language

Bonus Points If You Have: 

• Amazing MS Excel skills

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.

💡 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.

Strategic Partnerships Director (Private Equity)

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. And we just secured $70M in Series C funding to help us fulfill that mission.

Click here to see why our clients (and investors) 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 are hiring a Strategic Partnership Director to own and grow Canopy's relationships with private equity firms that acquire and operate accounting firm portfolios. This is a net-new, high-impact role at the intersection of enterprise sales, channel strategy, and the rapidly evolving PE-backed accounting landscape.

Private equity has fundamentally reshaped the accounting industry — over 250 of the top 750 CPA firms in the U.S. now operate under a PE platform, and deal activity is accelerating into 2026. Canopy is uniquely positioned to become the practice management standard across these consolidated portfolios. This role exists to make that happen.

You'll build relationships at the PE firm level, with operating partners, portfolio operations teams, and deal professionals to drive standardized Canopy adoption across every firm in their portfolio. When a PE group acquires a new accounting firm, your job is to make sure Canopy is the first software decision they make.

Travel Requirements: This individual will travel at least once per month.

This is a hybrid position in South Jordan, Utah (M, W, F in-office) or fully remote for the right candidate.

What You’ll Do

• Build and manage a pipeline of PE firms actively acquiring or operating accounting firm portfolios, targeting firms across all tiers from large platforms to regional roll-ups.
• Develop and close enterprise partnership agreements that establish Canopy as the preferred or mandated practice management platform across a PE group's accounting portfolio.
• Own the full partnership lifecycle from initial outreach and relationship-building with operating partners, to deal structuring, onboarding coordination, and ongoing expansion.
• Collaborate with Canopy's sales, customer success, and product teams to build a repeatable PE partnership motion: playbooks, onboarding materials, co-sell resources, and portfolio deployment frameworks.
• Serve as the internal voice of the PE channel, bringing market intelligence on portfolio firm needs, competitive dynamics, and technology consolidation trends back to the product and go-to-market teams.
• Track and report on partnership pipeline, ARR influenced, portfolio penetration rates, and expansion metrics.
• Report on metrics to the executive team on how the partnership program is progressing.

What We’re Looking For

• 5+ years of experience in enterprise sales, strategic partnerships, or business development in a SaaS or professional services technology company.
• Demonstrated experience selling into or partnering with Private Equity or Venture Capital firms, accounting firms, or professional services organizations.
• Proven ability to navigate complex, multi-stakeholder deals. Comfortable working with operating partners, C-suite executives, and portfolio firm leadership simultaneously.
• Strong commercial instincts: you can structure a deal, negotiate terms, and close.
• Exceptional communication and executive presence; you represent Canopy credibly in boardrooms and partner conversations.
• Self-directed and entrepreneurial, this is a greenfield motion and you'll be building the playbook, not inheriting one.

Bonus Points If You Have

• Direct experience working at or closely with a PE-backed accounting firm or professional services roll-up.
• An existing network within the PE firms actively acquiring accounting practices
• Familiarity with practice management software.
• Experience structuring portfolio-wide or enterprise license agreements with volume-based or per-firm pricing.

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, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, 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. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diverse perspectives and are dedicated to creating an environment that is respectful and inclusive for everyone.

Our Product Engineering team is seeking a Technical Project Manager to act as a strategic driver for our most complex, cross-functional initiatives. You aren't just a coordinator; you are the "engine" that ensures our technical vision translates into high-quality, delivered reality.

As a Sr. TPM, you will bridge the gap between product strategy and engineering execution. You will navigate technical complexities, manage intricate dependencies across multiple teams, and foster an environment of predictable, high-velocity delivery. You will serve as a Scrum Master and your primary impact will be in optimizing the systems and processes that allow our engineers to do their best work.

Responsibilities:

• Drive the end-to-end execution of large-scale engineering projects, from initial technical discovery through to global deployment and post-launch monitoring.
• Beyond facilitating Scrum ceremonies, you will analyze our development lifecycle to identify systemic bottlenecks and implement process improvements that increase team predictable velocity.
• Proactively map and manage complex dependencies across multiple engineering squads. Identify "red flags" early and develop creative mitigation strategies before they impact the critical path.
• Partner deeply with Engineering Managers and Architects to understand technical constraints and trade-offs, ensuring project plans are realistic and technically sound.
• Develop and maintain sophisticated dashboards (using Jira and other tools) to track health, focusing on lead times, cycle times, and throughput to provide a transparent view of engineering health to leadership.
• Act as the primary point of communication for executive stakeholders, providing clarity on progress, risks, and resource allocation.
• Evangelize Agile/Lean best practices across the organization and mentor mid-level PMs or Scrum Masters on advanced project management techniques.

Requirements:

• 5+ years of experience in technical project management or program management, specifically within high-growth SaaS engineering organizations.
• Functional understanding of the software development lifecycle (SDLC) to effectively translate technical requirements into actionable plans.
• Deep expertise in various Agile frameworks (Scrum, Kanban, XP) and the ability to adapt them to the unique needs of different teams rather than following a rigid playbook.
• Proficiency in Jira (including JQL, automation, etc) and documentation tools like Confluence.
• Thrive in ambiguity and can create structure out of chaos.
• Certified Scrum Master (CSM)

Preferred Qualifications:

• Project management qualification (PMP) or equivalent
  
  

#LI-DA1

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, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, 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. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diverse perspectives and are dedicated to creating an environment that is respectful and inclusive for everyone.

Our Product Engineering team is seeking a Technical Project Manager to act as a strategic driver for our most complex, cross-functional initiatives. You aren't just a coordinator; you are the "engine" that ensures our technical vision translates into high-quality, delivered reality.

As a Sr. TPM, you will bridge the gap between product strategy and engineering execution. You will navigate technical complexities, manage intricate dependencies across multiple teams, and foster an environment of predictable, high-velocity delivery. You will serve as a Scrum Master and your primary impact will be in optimizing the systems and processes that allow our engineers to do their best work.

Responsibilities:

• Drive the end-to-end execution of large-scale engineering projects, from initial technical discovery through to global deployment and post-launch monitoring.
• Beyond facilitating Scrum ceremonies, you will analyze our development lifecycle to identify systemic bottlenecks and implement process improvements that increase team predictable velocity.
• Proactively map and manage complex dependencies across multiple engineering squads. Identify "red flags" early and develop creative mitigation strategies before they impact the critical path.
• Partner deeply with Engineering Managers and Architects to understand technical constraints and trade-offs, ensuring project plans are realistic and technically sound.
• Develop and maintain sophisticated dashboards (using Jira and other tools) to track health, focusing on lead times, cycle times, and throughput to provide a transparent view of engineering health to leadership.
• Act as the primary point of communication for executive stakeholders, providing clarity on progress, risks, and resource allocation.
• Evangelize Agile/Lean best practices across the organization and mentor mid-level PMs or Scrum Masters on advanced project management techniques.

Requirements:

• 5+ years of experience in technical project management or program management, specifically within high-growth SaaS engineering organizations.
• Functional understanding of the software development lifecycle (SDLC) to effectively translate technical requirements into actionable plans.
• Deep expertise in various Agile frameworks (Scrum, Kanban, XP) and the ability to adapt them to the unique needs of different teams rather than following a rigid playbook.
• Proficiency in Jira (including JQL, automation, etc) and documentation tools like Confluence.
• Thrive in ambiguity and can create structure out of chaos.
• Certified Scrum Master (CSM)

Preferred Qualifications:

• Project management qualification (PMP) or equivalent
  
  

#LI-DA1

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.

#LI-KC1

• Account Management: Develop strong long-lasting relationships as the main point of contact. You are responsible for key restaurant partners' engagement and satisfaction.
• Growth: You are responsible for driving business growth and setting the growth strategies of accounts and improving on their commercial and operational performance.
• Analysis: Analyze data on accounts performance and quantify your actions. All decisions should be backed up by data to improve performance of key accounts.
• Performance Meetings: You will complete merchant performance reviews monthly and draw out next month’s plans based on what was discussed.
• Partner with internal teams: Work closely with internal stakeholders and supply, partner and customer domains to ensure meeting growth objectives.

• A minimum of 0 to 3 years of experience in Account Management, Marketing, Sales, or Business Development roles
• Excellent attention to detail, people skills and organization skills
• Ability to create and maintain relationships
• Strong problem solving skills and data analysis
• Demonstrate experience using Microsoft Office tools and related project/program management applications to drive best practice
• You must be a self-starter as we’ll look for you to manage your own time and priorities

What we’ll provide you

We offer colleagues the opportunity to drive impact in the region while they learn and grow. As a full time Careem colleague, you will be able to:

• Work and learn from great minds by joining a community of inspiring colleagues.
• Put your passion to work in a purposeful organisation dedicated to creating impact in a region with a lot of untapped potential.
• Explore new opportunities to learn and grow every day.
• Work 4 days a week in office & 1 day from home, and remotely from any country in the world for 30 days a year with unlimited vacation days per year. (If you are in an individual contributor role in tech, you will have 2 office days a week and 3 to work from home.)
• Access to healthcare benefits and fitness reimbursements for health activities including gym, health club, and training classes.

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas or take over sponsorship at this time. #BI-Hybrid    #LI-Hybrid

About the role:

As a Customer Service Supervisor, your primary responsibility is to oversee the day to day functions of a team of call center representatives. You will teach, train, and mentor representatives in a fast-paced environment to ensure success and a quality customer experience. You will also ensure the team is aiming for maximum efficiency and overall effectiveness. This role will report to the Department Manager.

Responsibilities:

• Manage metrics, performance criteria, policies and procedures to continuously improve representative's productivity
• Review quality assurance reports, customer survey responses and error reports and provide coaching to representatives to ensure they are creating the expected customer experience
• Conduct one-on-one meetings, weekly meetings, coaching sessions, and performance reviews in a timely manner
• Identify trends and recommend appropriate solutions to improve performance and drive engagement
• Assist with new hire interviews, hiring decisions and manage the onboarding process for all new hires within your function

Requirements:

• 3 years of leadership experience in related capacity
• Experience within the financial industry and/or loan operations
• Excellent written and verbal communication skills
• Ability to coach, train, and motivate employees and evaluate their performance
• Capable of remaining calm under pressure and navigating tense situations, especially during busy hours

Compensation:

This position includes various levels within our career ladder. The actual annual salary will be determined based on qualifications, skills, experience, and level assessed during the hiring process and may fall outside of the ranges shown.

Budgeted annual salary ranges:

• Supervisor II: $51,000 to $57,000
• Supervisor III: $60,000 to $71,600

Additional compensation for this role may include a bonus. All full-time employees are eligible to participate in Company benefits, described in more detail here.