Enterprise Implementation Consultant

Posted 8 Hours Ago
Be an Early Applicant
Hiring Remotely in Canada
Remote
147K-174K Annually
Entry level
Insurance
The Role
Lead end-to-end API onboarding and implementation for enterprise customers, guiding technical teams through setup, testing, and launch. Serve as the primary post-sale contact for strategic accounts, coordinate with product, engineering, sales, and executives, advocate for customer needs, analyze usage data for expansion opportunities, and support renewals. The role requires technical troubleshooting, strong communication, customer success process development, and knowledge of insurance verification workflows.
Summary Generated by Built In

Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. We empower consumers to gain value and convenience from their own data, and we enable businesses to securely and quickly support their customers.

We're growing quickly and are scaling up. As Enterprise Implementation Consultant, you'll ensure that Canopy Connect’s enterprise customers launch with our product quickly and successfully. This position requires strong technical and communication skills. You will work with companies that range from small startups to large technology unicorns. 

Responsibilities

  • Deeply understand how insurance verification is done in our key verticals.
  • Lead end-to-end API onboarding and implementation for new customers, guiding technical teams through setup, testing, and go-live.
  • Serve as primary post-sale contact for strategic enterprise accounts, managing cross-functional relationships across product, engineering, and executive teams.
  • Act as an internal advocate for customer needs, providing structured feedback to product and engineering to inform roadmap priorities.
  • Analyze usage data to identify expansion opportunities and ensure customers realize measurable value from Canopy Connect’s platform.
  • Support contract renewals and growth initiatives in partnership with Sales, Engineering and Leadership.

About you

  • Management consulting experience in insurance, automotive or real estate
  • Proven success managing large or strategic enterprise accounts with complex integration needs 
  • Demonstrated ability to design and operationalize customer success processes in early-stage or scaling organizations.
  • Strong technical acumen and ability to troubleshoot issues related to APIs, data integrations, and authentication workflows.
  • Excellent communication skills with the ability to translate technical concepts for non-technical stakeholders.
  • Experience collaborating closely with engineering and product teams to deliver customer-driven solutions.
  • Understanding of UX principles, workflow optimization, and data security protocols
  • Willing to travel 25-50% of the time

Please note that we are only accepting candidates who are authorized to work in the United States or Canada.

The expected base salary range for this position is: $147k-174k depending on experience and skills. We may go above this range commensurate with experience.

Our Benefits

  • Healthcare: We offer company-sponsored health, dental and vision insurance for employees and dependents.
  • Equity: We are a team of owners and we provide our team with generous equity grants.
  • Time to Recharge: We offer unlimited paid time off. Unplug, recharge, and come back refreshed.
  • Remote Friendly: We are a fully distributed team. We all work remotely. We offer a $1,000 stipend to equip you with a home office that is comfortable and personalized to your needs.
  • Friday Reimbursed Lunch: Order lunch on Fridays, and we'll cover it!
  • 401K: We offer a 3.5% match. 

Our Core Values

  • Be Worthy of Trust | We are building critical infrastructure that processes sensitive data. We earn trust every day by being transparent, honest and clear to all stakeholders.
  • Find a Way | We seize opportunities and iterate quickly. We refuse to get blocked. We are relentlessly optimistic about possibilities. Tenacious and creative, we find a way.
  • Own It | We are owners of the product and the company, and we own our successes as well as our failures. We value people who embody extreme ownership.
  • Think “We” Not “I” | We prioritize the success of the team over individual contributions. The best decisions are made through triangulating the opinions of the team. Productive disagreement leads to good decisions. We don’t tolerate brilliant jerks.
  • Raise the Bar | Our standard is to be the best in the world at what we do. We redefine excellence each day.

To protect the interests of all parties, Canopy Connect will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to Canopy Connect will be considered Canopy Connect property. Canopy Connect will not pay a fee for any placement resulting from the receipt of an unsolicited resume. Canopy Connect will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.


Skills Required

  • Management consulting experience in insurance, automotive, or real estate
  • Experience managing large or strategic enterprise accounts with complex integration needs
  • Experience designing and operationalizing customer success processes in early-stage or scaling organizations
  • Strong technical acumen and ability to troubleshoot APIs, data integrations, and authentication workflows
  • Excellent communication skills and ability to translate technical concepts for non-technical stakeholders
  • Experience collaborating closely with engineering and product teams to deliver customer-driven solutions
  • Understanding of UX principles, workflow optimization, and data security protocols
  • Willingness to travel 25% to 50% of the time
  • Authorization to work in the United States or Canada
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The Company
HQ: San Francisco, CA
24 Employees

What We Do

Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. We empower consumers to gain value and convenience from their own data, and we enable businesses to securely and quickly support their customers. No more long online forms or tedious back and forth over phone calls and emails to collect the insurance information you need from prospects. Our 1-click solution enables you to instantly receive Dec Pages and insurance information from your prospects. It's delightfully simple to use. You can embed Canopy Connect anywhere. Access the data via our dashboard or use our open API to populate insurance information directly into your rater, CRM, AMS or your own backend. We even have a Zapier app you can use to connect to tools you already use. If your business collects insurance information from prospects, let's talk!

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