--- title: 'Solutions Specialist at Canopy' canonical: 'https://feeny.ai/job/solutions-specialist-canopy-draper-3vqwr8bthyat' type: 'job' last_seen: '2026-09-09' --- # Solutions Specialist at Canopy - **Company:** Canopy - **Location:** Draper, UT - **Work type:** hybrid - **Posted:** 2026-08-10 - **Last confirmed live:** 2026-09-09 - **Apply:** https://job-boards.greenhouse.io/canopytax/jobs/4362542009 ## Job description Solutions 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. 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 Solutions Specialist, you will be a dedicated resource for our customers to assist in building out custom reports using our Insights tool, powered by Thoughtspot, in their Canopy system. You will collaborate with clients and product specialists to get all the information necessary to build out a successful Insights report. You will also collaborate with our Product teams to provide feedback on how to make Canopy Insights even better. This is a hybrid position in Draper, Utah (M, W, F in-office). What You’ll Do: - Partner with Canopy customers to design, build, and maintain custom reports - Communicate with customers to gather necessary information for Insights reporting and guide them on Insights functionality - Analyze data sets and provide recommendations for structuring reports and dashboards - Provide regular updates to customers on the status of their configuration. - Work closely with the Implementation and Customer Success teams to ensure successful delivery of configuration projects - Create and update documentation related to Insights - Collaborate with internal teams (Product, Implementation, Customer Success) to ensure high-quality solutions and advocate for feature enhancements - Stay updated with the latest Canopy product updates. - Develop rapport with customers to understand their business needs and provide guidance. - Ensure accuracy, quality, and timeliness in deliverables to customers. The skills you’ll need: - 1-3 years of experience in data analytics or reporting, BI tool configuration, or client facing implementation - Strong analytical and problem-solving skills with the ability to translate business needs into data requirements - Familiarity with SaaS platforms - Strong attention to detail and accuracy. - Excellent organizational and time-management skills. - Strong written and verbal communication skills. - Ability to work independently and as part of a team. - Understanding of workflow and work-in-progress (WIP) concepts. - Ability to handle sensitive information with confidentiality. - Problem-solving skills and a proactive approach to tasks. - Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must. Preferred Skills: - Familiarity with API configuration, payload formats and architecture - Experience with ThoughtSpot or other modern search-based BI platforms - Familiarity with SQL for querying or validating data - Exposure to accounting workflows or financial reporting use cases 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 - 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. 💡 ERG Committees - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement. ☕ 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](https://www.getcanopy.com/company#our-team). Interviewing @ Canopy: We know application processes can be a little stressful. Here’s are the stages of a typical interview process: - 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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