Solutions Specialist

About the role

Canopy is a fast-growing SaaS company in South Jordan, Utah, building simple, efficient software for accounting firms. We are seeking a Solutions Specialist to revolutionize the accounting space with modern, user-friendly software for a neglected industry.

The Opportunity

As a Solutions Specialist, you will be a dedicated resource for our customers to assist in building out custom reports using our Insights tool, powered by Thoughtspot, in their Canopy system. You will collaborate with clients and product specialists to gather necessary information for Insights reporting and guide them on Insights functionality. You will also collaborate with our Product teams to provide feedback on how to make Canopy Insights even better.

Responsibilities

• Partner with Canopy customers to design, build, and maintain custom reports
• Communicate with customers to gather necessary information for Insights reporting and guide them on Insights functionality
• Analyze data sets and provide recommendations for structuring reports and dashboards
• Create and update documentation related to Insights
• Collaborate with internal teams (Product, Implementation, Customer Success) to ensure high-quality solutions and advocate for feature enhancements
• Stay updated with the latest Canopy product updates
• Develop rapport with customers to understand their business needs and provide guidance
• Ensure accuracy, quality, and timeliness in deliverables to customers

Requirements

• 1-3 years of experience in data analytics or reporting, BI tool configuration, or client facing implementation
• Strong analytical and problem-solving skills with the ability to translate business needs into data requirements
• Familiarity with SaaS platforms
• 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
• Project management
• Organizational skills, creativity, curiosity, and a solution-oriented focus are a must

Preferred Skills

• Familiarity with API configuration, payload formats and architecture
• Experience with ThoughtSpot or other modern search-based BI platforms
• Familiarity with SQL for querying or validating data
• Exposure to accounting workflows or financial reporting use cases

Benefits

• Flexible Paid Time Off
• Health Benefits (Medical, Dental, Vision)
• HSA Match
• 401(k) matching up to 3%
• Mental Health benefits
• Paid New Parent Leave & Birthing Parent Leave
• Supplemental Benefits (Basic Life & AD&D insurance, long & short-term disability coverage)
• Nectar - peer-to-peer recognition program
• Company events (monthly company-wide meetings, summer parties, etc.)
• ERG Committees (education, community outreach, recruiting, onboarding)
• Fully-stocked kitchen

Pay

Salary range: $70,000 - $90,000 annually

Schedule

Hybrid MWF in South Jordan, UT