Revenue Operations Analyst, CX

Revenue Operations Analyst, CX

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 are hiring a Revenue Operations Analyst, CX to support and scale our Customer Experience organization through systems ownership, data integrity, and operational excellence. This role sits at the intersection of Customer Success, Support, and Revenue Operations and plays a critical part in ensuring our post-sales teams have the tools, insights, and processes they need to drive customer value, retention, and growth.

As a Revenue Operations Analyst, CX, you will own and administer the core Customer Success technology stack, partner closely with CX leaders and frontline teams, and translate real-world workflows into scalable, reliable systems. If you enjoy digging into systems, improving processes, and enabling teams through clean data and smart automation, 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

• Own and administer the core Customer Success technology stack, primarily Gainsight and Salesforce, ensuring data accuracy, reliability, and usability.
• Partner closely with Customer Success leadership, CSMs, and Support to understand workflows and translate them into scalable system processes.
• Configure and maintain Gainsight functionality, including health scores, CTAs, success plans, and reporting.
• Support Customer Success operations across key lifecycle moments such as onboarding, adoption, renewals, and churn.
• Build and maintain dashboards and reports that provide actionable insights into CX performance and customer health.
• Identify opportunities to improve data quality, reduce manual work, and streamline post-sales processes.
• Serve as a trusted operational partner for CX teams, helping them work more efficiently and effectively.

What We’re Looking For

• 1–2+ years of hands-on experience administering or supporting Salesforce (post-sales or Customer Success use cases preferred)
• 1-2+ years of experience with Gainsight, including health scores, CTAs, success plans, and reporting
• Strong understanding of Customer Success metrics and workflows, including onboarding, adoption, renewals, and churn
• Ability to translate business needs into system requirements and scalable solutions
• Strong analytical and problem-solving skills with attention to detail

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Bonus Points If You Have

• Experience working closely with Support or Revenue Operations teams
• Familiarity with SaaS retention metrics such as NRR, GRR, and churn analysis
• Experience documenting processes or creating enablement materials for CX teams
• Exposure to additional CX or RevOps tools beyond Salesforce and Gainsight

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.