Data & Professional Services Specialist

Data and Professional Services Specialist

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

As a Data and Professional Services Specialist, you will be a dedicated resource for our customers to assist in building out custom workflows and WIP items in their Canopy system. You will collaborate with our Sales Engineers and product specialists to get all the information necessary to build out a successful Workflow. You will also collaborate with our Product teams to provide feedback on how to make Canopy Workflows even better.

Remote in Mexico

What You’ll Do:

• Accurately enter customer workflows and WIP items into the company’s system.
• Verify data accuracy and ensure consistency across different platforms.
• Communicate with customers to gather necessary information for workflow and WIP entry.
• Provide regular updates to customers on the status of their data migration.
• Work closely with the implementation and R&D teams to ensure smooth data migration.
• Assist in troubleshooting data entry issues and provide solutions.
• Conduct regular checks and audits to ensure data integrity.
• Report any discrepancies or issues to the relevant teams promptly.
• Maintain comprehensive records of all data entry activities.
• Create and update documentation related to data entry processes and customer workflows.
• Suggest improvements to data entry processes and tools.

What We’re Looking For:

• 1-2 years of experience in data entry, customer service, or related field.
• Proficiency in using data entry software and Microsoft Office Suite (Excel, Word, Outlook).
• Familiarity with SaaS platforms and basic knowledge of database management.
• Strong attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Understanding of workflow and work-in-progress (WIP) concepts.
• Ability to handle sensitive information with confidentiality.
• Problem-solving skills and a proactive approach to tasks.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

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 minute video 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!