Teams at Canopy

Provide fast, friendly Tier 1 support for a SaaS practice management product via email, chat, and phone. Troubleshoot issues, escalate appropriately, document solutions, advocate for customers, learn product features and IRS-related workflows, and help improve support processes while using tools like Salesforce and Intercom.

Manage expansion sales for strategic corporate SaaS accounts: drive adoption, negotiate renewals and upsells, forecast pipeline, coordinate cross-functionally, and build the expansion org and processes while championing AI product value.

Own and evolve the GTM tech stack and integration architecture across Marketing, Sales, and Customer Experience. Administer Salesforce and related platforms, build and govern CRM data models and context layers, evaluate and implement AI-powered tooling, lead vendor POCs and rollouts, translate business requirements into scalable automations, and maintain thorough system documentation.