Solutions Specialist

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.

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 all the information necessary to build successful Insights reports. You will also collaborate with our Product teams to provide feedback on how to make Canopy Insights even better.

Hybrid MWF in South Jordan, UT.

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
• Provide regular updates to customers on the status of their configuration
• Work closely with the Implementation and Customer Success teams to ensure successful delivery of configuration projects
• 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 skills
• Organizational skills, creativity, curiosity, and a solution-oriented focus

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 - 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 & our Employee Assistance Program (EAP)
• Paid New Parent Leave & Birthing Parent Leave
• 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 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

• 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