--- title: 'Data Migration Specialist at Canopy' canonical: 'https://feeny.ai/job/data-migration-specialist-canopy-draper-tcy6vbpatde9' type: 'job' last_seen: '2026-09-09' --- # Data Migration Specialist at Canopy - **Company:** Canopy - **Location:** Draper, UT - **Work type:** hybrid - **Posted:** 2026-09-08 - **Last confirmed live:** 2026-09-09 - **Apply:** https://job-boards.greenhouse.io/canopytax/jobs/4398585009 ## Job description Data Migration Specialist 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. 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](https://www.getcanopy.com/why-canopy) to see why our clients (and investors) 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 We are hiring Data Migration Specialists to help support our Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as our customers transition to Canopy’s Practice Management Suite. This is a hybrid position in Draper, Utah (M, W, F in-office). ## What You’ll Do - Support the data migration team during customer implementations to ensure projects stay on schedule. - Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI. - Collaborate with implementation, R&D, and other migration team members to resolve data-related blockers. - Provide hands-on support during critical cutover and go-live periods. - Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results. - Run and document test migrations, verifying accuracy and completeness of migrated data. - Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity. - Quickly and clearly escalate issues or discrepancies to the appropriate team members. - Document processes, data mappings, and lessons learned to support continuous improvement. - Maintain strict confidentiality and integrity of client data. - Take initiative to identify potential issues early and proactively suggest or implement solutions. ## What We’re Looking For - 1–3 years of experience in data or file migration, data analysis, or a similar technical role. - Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation. - Strong attention to detail and ability to maintain accuracy across large datasets. - Excellent communication and problem-solving skills. - Ability to work independently and collaboratively in a fast-paced environment. - A strong sense of ownership, accountability, and follow-through. - Ability to use AI to work more efficiently and collaboratively. Bonus Points If You Have - Experience with SQL (writing or optimizing queries/scripts for data validation or troubleshooting). - Familiarity with SaaS environments or data migration tools. - Background working with accounting or financial data. - Prior experience supporting software implementations or client onboarding. 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. 🚀 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 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. 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