Canopy Tax

Account Development Manager Location: South Jordan, UT Job Description: Canopy, Canopy HQ 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 Account Development Managers (ADMs) are responsible for generating sales opportunities through inbound and outbound efforts including, but not limited to, customer requests, marketing-generated leads, cold calls, cold emails, social media, etc. ADMs will qualify prospective customers by identifying key decision-makers and helping them understand how they can improve their practice. ADMs will also be traveling 1 to 2 times per year to trade show events to meet face-to-face with our target market. You will learn about their businesses and discuss ways to differentiate their firms to beat out the competition and level up their processes. This position is a hybrid role in South Jordan, (M, W, F in-office). What You’ll Do: - Generate opportunities and demand through significant inbound or outbound efforts (demo requests, warm leads, cold calls, cold emails, social media, etc) - Find and qualify prospects through calls, emails, and other outbound efforts - Set proper expectations for a demonstration of Canopy - Occasionally travel to Trade Shows to promote Canopy and generate leads - Be consultative and uncover problems within a prospect’s business. What We’re Looking For: - 1+ years of demand generation, call center, or customer service experience - Driven and goal-oriented - Excellent written and verbal communication skills - You love to beat your own PRs - You're witty or funny, or not, but you connect with people quickly - You like to experiment and work smart - Highly motivated and enthusiastic about the role Why You Want to Work Here: Flexible Paid Time Off - that you’re actually encouraged to use plus 11 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’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 - 30-minute video or in-person interview with the Hiring Manager and a small panel of peers - 1-3 rounds of interviews depending on the role - Final Interview with department head 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!

Support data migration during customer onboarding, assist in preparing and validating data, collaborate with teams to resolve issues, and ensure data integrity through checks and quality assurance reviews.

Manager of People Operations Canopy, South Jordan, UT Location: South Jordan, UT Job Description: 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. And we just secured $70M in Series C funding to help us fulfill that mission. The Opportunity We are hiring a Manager of People Operations to lead our People Operations function, including Payroll, Benefits, HR Systems, and Compliance. This is a critical leadership role designed to ensure our internal engines run smoothly and efficiently as we scale. This is a hybrid position in South Jordan, Utah. What You’ll Do - Own People Operations function and manage outcomes with accuracy and timeliness. - Manage and provide final approvals for payroll - Oversee benefits administration, annual renewals, broker relationships, and employee inquiries. - Optimize system workflows and serve as a "center of excellence" support for our People Business Partners. - Support Leave Management for the company. - Own and support compliance, such as reviews, filings (e.g., 5500s, CAA RX), and state law monitoring. - Support administration of our 401 (k) Plan, including yearly non-discrimination testing, participant accuracy, & auditing. - Proactively utilize AI and automation to improve the efficiency and accuracy of People Ops processes. - Provide strategic input on current systems and prepare the organization for the annual compensation process. What We’re Looking For - 6+ years of experience in an HR role, with extensive depth in Payroll, Benefits, and Compliance. - Highly skilled with HR systems and a proven track record of technical proficiency. - Experience with AI and automation tools to streamline workflows. - Adaptable and curious learner with high attention to detail. - Exercise the highest degree of confidentiality and discretion. - Excellent follow-through and a commitment to operational excellence. - Experience with tools such as Rippling, UKG, ChatGPT, Claude, Gemini, Nectar, Lattice, Greenhouse, and Radford. Bonus Points - Experience working in the Tech/SaaS industry. - Experience managing 401Ks plans. 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 - We trust you to take the time you need. Health Benefits - Medical with HSA and FSA options, dental, and vision. 401(k) - We offer a traditional and Roth 401(k) with a company match. Mental Health Support - Access to professional coaching and therapy. Paid Parental Leave - We support our growing Canopy families. Supplemental Insurance - Critical illness, accident, and hospital indemnity. Nectar - Recognition platform to reward your teammates. Company Events - From lagoon days to holiday parties. Employee Resource Groups - Join or start a group that matters to you. Fully Stocked Kitchen - Drinks, snacks, and great coffee. Our Values People First - We believe that when we take care of our people, they take care of our customers. Design Matters - We believe that great design is a competitive advantage. 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.