Director of Professional Services

Canopy is a fast-growing, well-capitalized SaaS startup building the leading cloud-based practice management platform for accounting firms. We build modern, user-friendly software that helps accounting firms efficiently manage their practice, and seamlessly engage with their clients. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.

We are searching for a Director of Professional Services who will manage the implementation process and build out other functions as professional service needs evolve. This leader should be a highly motivated, strategic thinker who can guide, inspire, and mentor our Professional Services team. This person is capable of and willing to get deeply involved in day-to-day operational tasks required to build and run a services organization. While focusing on immediate needs, such as revamping the segmented onboarding approach at Canopy, they will execute a long-term vision and strategy to improve and grow the organization and add value to our customer journey.

What you'll do:

• Oversee the planning, execution, and management of customer implementation, professional services, and customer training
• Collaborate cross-functionally in the management of overall resource allocation, capacity planning, training, and change management projects
• Identify business opportunities and success criteria and clearly articulate milestones and execution plans
• Support pre-sales initiatives to create customer trust that will increase the deal velocity and size
• Support new and existing customers with services to drive adoption during the onboarding, upsell and customer save process
• Collaborate with engineering to create and update data migration processes to support customer implementations
• Manage and develop a team that is driven to meet KPIs
• Drive continuous innovation and optimization of processes and systems to realize efficiencies of scale and decrease COGS
• Create a process to deliver appropriate training to customers to drive adoption at key milestones of the customer journey

Skills you'll need:

• 5+ years experience in Customer Success/Professional Services/Implementation with at least 2-3 years in leadership
• Excellent written and verbal communications skills
• Ability to move quickly and iterate
• Ability to support delivery models that align with customer segments, deliver value, and scale with growth projections
• Proven ability to effectively and productively drive cross-functional initiatives

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

Benefits and Perks:

• Flexible PTO you’re actually encouraged to use
• Great medical, dental, and vision benefits
• 100% 401(k) match up to 3%
• Stock options
• Paid New Parent Leave
• Life insurance, long and short-term disability coverage
• Fully-stocked kitchen (Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered) 

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.