Payments Operations Project Manager

Payments Operations Project Manager

Canopy, South Jordan, UT

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. 

We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. 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.

Click here to see why our clients (and investors) 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

We’re seeking a Payment Operations Project Manager to lead the operational coordination of our embedded payments business. This role will drive cross-functional planning, tracking, and execution for initiatives across Payment Operations, including POS rollouts and payment facilitation escalations, ensuring seamless collaboration  between Finance, R&D, and GTM teams. 

In this role, you will be the connective tissue that keeps projects aligned, efficient, and on track, reporting directly to our Head of Payments. Your work will help deliver a smooth payments experience for our users and strengthen the systems that power our platform. 

If this sounds like you, we’d love to hear from you.

This is a hybrid position in South Jordan, Utah (M, W, F in-office). 

What You’ll Do

Project Management & Planning

• Lead the smooth, on-time delivery of payment-related projects with clear ownership and accountability.
• Develop and maintain detailed project plans for cross-functional initiatives across the payments ecosystem.
• Define timelines, deliverables, and milestones across internal teams and external partners.
• Define success metrics upfront and conduct post-launch reviews to measure adoption, operational impact, and revenue performance.
• Project manage internal and vendor meetings, including meeting facilitation, agenda ownership, action item tracking and follow up. 
• Drive clear communication across teams through regular status updates, documentation, and stakeholder reporting.
• Identify and mitigate project risks before they impact timelines or deliverables.
• Establish governance frameworks including executive reporting and KPI dashboards for cross-functional initiatives.

Payments Operations & Execution

• Manage escalations, dependencies, and blockers with payment providers, acquirers, and other vendors.
• Drive operational readiness (internal & external) for new payment products, features, or market launches.
• Create and maintain process documentation, SOPs, and timelines for payment operations and project delivery.
• Work with Support and Customer Success teams to resolve payments-related customer issues that require cross-functional coordination.
• Analyze project outcomes to identify process bottlenecks and propose improvements to operational efficiency.

What We’re Looking For

• 3+ years of project management experience, preferably in SaaS, fintech, or payments.
• Proven ability to manage complex, cross-functional projects with GTM, R&D, and Finance teams.
• Strong proficiency in project management tools (Asana, Jira, Monday.com, etc.) and familiarity with agile methodologies.
• Demonstrated ability to leverage AI tools (e.g., ChatGPT, Gemini, Notion AI, etc.) to enhance productivity, improve documentation quality, synthesize complex information, and streamline project workflows.
• Exceptional organizational, communication, and stakeholder management skills.
• Analytical mindset with the ability to identify risks, navigate ambiguity, and drive resolution across teams.

Bonus Points If You Have

• Experience working with payment processors (e.g., Stripe, Adyen, Worldpay, or similar).
• Familiarity with SaaS business models.
• PMP or Agile certification is a plus.

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 - you’re actually encouraged to use, plus 10 company holidays! 

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. 

💰 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 - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

☕ 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.

To learn more about us & our values, click here.

Interviewing @ Canopy

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• 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
• 45-60-minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews, depending on the role
• Final Interview

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! 

Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.