---
title: 'Customer Support Specialist - Tier I at Canopy'
canonical: 'https://feeny.ai/job/customer-support-specialist-tier-i-canopy-draper-ykrqsyhke3dd'
type: 'job'
last_seen: '2026-09-09'
---

# Customer Support Specialist - Tier I at Canopy

- **Company:** Canopy
- **Location:** Draper, UT
- **Work type:** hybrid
- **Posted:** 2026-08-24
- **Last confirmed live:** 2026-09-09
- **Apply:** https://job-boards.greenhouse.io/canopytax/jobs/4380517009

## Job description

Customer Support Specialist - Tier 1

Canopy, Draper, UT

## About Us

Canopy is a fast-growing SaaS company in Draper, 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](https://www.getcanopy.com/why-canopy) to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog [here](https://www.getcanopy.com/blog) where you can find great information on our product features, industry news, practice management, and more!

The Opportunity

As a member of the Customer Support team, you will provide top-tier service and support primarily to users of our software via email, in-app chat, and phone channels.

Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest desire to learn and progress, you will build upon this reputation. This is not a role in which you simply answer phones and read from a script. You will think critically to help to create new pathways for our customers, outline solutions, and form the foundation of a rapidly-growing company and team.

## What You'll Do

- Anticipate and resolve customer issues in a professional and timely manner
- Provide superior customer service and remote troubleshooting assistance
- Take ownership of customer issues and advocate for their needs, adjusting urgency and escalation based on customer context and issue severity
- Develop sound understanding of Canopy’s current and upcoming features
- Identify opportunities to answer questions, even before they are asked
- Explain step-by-step instructions and assist users in navigation through software
- Drive value to customers by informing them of new resources and products that will make an impact on their businesses
- Maintain a positive and patient attitude with all customers
- Coordinate within the organization for technical and account level issues
- Help improve and perfect processes across the support organization

## What we’re Looking For

- A self-starter with desire to take ownership of the role and above responsibilities
- Tech-savvy with the ability to learn software and new tools quickly
- Organizational skills, creativity, and a solution-oriented focus
- Willingness to learn about tax resolution industry and IRS forms as they relate to the software and its functions
- Excellent written and verbal communication skills in the English language
- Ability to pivot with a growing company and accept new challenges
- Be able to type at 50 wpm or faster
- Excitement about implementing and utilizing AI in day to day work flows

Essential Functions

- Work a consistent and reliable full-time schedule, including adherence to assigned shifts, breaks, and attendance expectations.
- Schedule: Typically 40 hours per week, Monday through Friday. In-office, MWF. Individual schedules may vary slightly based on team needs and role responsibilities. May require evening or weekend coverage depending on team rotation and seasonality.
- Ability to sit or stand at a desk for extended periods of time, while using a computer for extended periods.
- Ability to operate a computer throughout the day.
- Ability to communicate clearly and professionally in writing and verbally, with external customers and internal employees, via phone and computer systems (with or without reasonable accommodations).
- Ability to use sales tools such as Salesforce, Intercom, Google Suite, Slack.
- Maintain focus and professionalism in high-pressure situations.

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 in support ticketing systems
- Previous customer service and support experience
- 2-3 years experience in a call center environment
- Experience in the accounting & tax software space

Why You Want to Work Here:

🌴 Flexible Paid Time Off - that you’re actually encouraged to use plus 10 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.

💡 DEIB Committee - 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.

🚀 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](https://www.getcanopy.com/company#our-team).

Interviewing @ Canopy:

We know 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.

## About Canopy

## Company Overview
- **One-liner**: Canopy provides an all-in-one practice management platform that helps U.S. accounting, tax, and bookkeeping firms automate workflows and build an autonomous firm.
- **Entity Type**: Private (venture-backed, $258M total funding across 12 rounds)
- **Headquarters**: South Jordan, Utah, United States
- **Founded**: 2014
- **Founders**: Not publicly listed (Davis Bell is CEO)

## Core Business
- **Primary industry**: Accounting practice management software, tax resolution software
- **Target customers**: B2B — U.S. accounting, CPA, tax, and bookkeeping firms of all sizes
- **Mission/purpose**: “Help accountants build an autonomous firm” by replacing disconnected tools with one unified, AI-enhanced platform

## Products & Services
- **Canopy Practice Management Suite**: Cloud-native, all-in-one platform combining client management, CRM, document management, workflow, time & billing, engagements, proposals, and more. AI features are embedded across modules.
- **Canopy Tax Resolution**: Automates the completion and filing of IRS and state tax forms, reducing manual data entry for firms handling client tax issues.
- **Canopy Coworker**: An “Everywhere AI” assistant that automates busywork, workflows, and repetitive tasks to free up accountants for higher-value work.

## Market Standing
- **Valuation**: Not disclosed (private company)
- **Key Metrics**:
  - Annual Revenue: $45M (LinkedIn estimate)
  - Total Funding: $258M (12 rounds)
  - Headcount: 239 employees (+20.9% YoY)
  - Customers: 15,000+ firms using the platform
- **Notable Investors/Partners**: Not specified in available sources (multiple funding rounds raised)
- **Growth Signals**: Headcount grew 20.9% year-over-year; won awards including Inc. Power Partner Award, G2 Category Leader for Accounting Practice Management, Utah Business Fast 50, and “Easiest to do Business with” (G2 Best Software Awards). International presence in Philippines, Mexico, and Malaysia.

## Competitive Advantages
- **All-in-one platform** eliminates the need for multiple separate tools (documents, billing, workflow, client communication), reducing context switching.
- **Top-rated on G2** for both Accounting Practice Management and Tax Practice Management Software.
- **AI everywhere** — Canopy Coworker automates tasks across the entire suite, saving hours of manual work.
- **Deep focus on U.S. tax and accounting compliance**, with dedicated tax resolution product.

## Strategic Focus
- Continue building toward an “autonomous firm” by expanding AI capabilities and automating more workflows.
- Grow customer base beyond the current 15,000+ firms, especially through integrations and partner channels.
- Scale international support teams and enhance product features based on customer feedback.

## Why Work Here
- **Culture & values**: “Act startup fast,” “Do good,” “Win the customer election,” “Embrace curiosity & candor,” “Own.” Emphasis on empathy, integrity, and belonging.
- **Work model**: Hybrid in-office/remote model; fully remote employees receive a generous WFH stipend. Some roles (e.g., Tax Form Data Specialist) are fully remote with flexible schedules.
- **Perks & benefits**: Flexible PTO, competitive pay, medical/dental/vision, life & disability insurance, stock options for full-time employees, paid parental leave, employee activity budget, snacks and ping pong in office.
- **Employee Resource Groups**: Women of Canopy, LGBTQIA+, Neurodiversity.
- **Employee ratings**: 4.7/5 on LinkedIn (248 reviews) — Work-Life 4.6, Compensation 4.3, Culture 4.7, Career 4.4.
- **Application process**: Structured, friendly — apply online, screening call with recruiter, evaluation with hiring manager and 1–4 additional interviews, then offer. 61% of hires come from online applications, 21% from employee referrals.

## Sources
1. [getcanopy.com/careers](https://www.getcanopy.com/careers/)
2. [getcanopy.com/company](https://www.getcanopy.com/company/)
3. [getcanopy.com](https://www.getcanopy.com/)
4. [linkedin.com/company/canopy-inc](https://www.linkedin.com/company/canopy-inc)
5. [job-boards.greenhouse.io/canopytax/jobs/4260139009](https://job-boards.greenhouse.io/canopytax/jobs/4260139009)

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