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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.
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 to see why our clients 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!
We are hiring a Senior Revenue Operations Analyst, Sales to support and scale our Sales organization through systems ownership, data integrity, and operational excellence. As part of a centralized Revenue Operations team, this role plays a critical part in ensuring our sales teams have the tools, insights, and processes they need to drive pipeline, conversion, and revenue growth.
As a Senior Revenue Operations Analyst, Sales, you will own and administer the core sales technology stack, partner closely with sales leaders and frontline reps, and translate real-world sales workflows into scalable, reliable systems. You will also play a key role in evaluating and implementing AI-powered tools that enhance seller productivity and accelerate the sales cycle. If you enjoy digging into systems, improving processes, and enabling teams through clean data, smart automation, and cutting-edge technology, we'd love to hear from you.
Own the administration, configuration, and optimization of CRM and GTM systems, including user management, data integrity, workflow automation, and system integrations, ensuring a reliable and scalable revenue tech stack.
Evaluate, implement, and manage AI-powered tools that enhance sales team productivity, including AI-assisted prospecting, forecasting, conversation intelligence, and workflow automation.
Develop and maintain dashboards and reports that deliver real-time visibility into pipeline health, forecast accuracy, and conversion rates, leveraging AI-driven analytics where applicable.
Ensure the accuracy and integrity of revenue-related data across all systems, establishing governance standards that support both human workflows and AI model reliability.
Track performance metrics for sales processes identifying areas for improvement.
Report on pipeline health, forecast accuracy, and conversion rates, providing insights to leadership on opportunities for optimization.
Train and support team members on system processes, new tools, and AI features, driving adoption and helping the revenue org get maximum value from its stack.
5+ years sales ops experience in a B2B GTM motion.
1-2 years experience administering or supporting Salesforce in a sales or revenue operations role.
Strong understanding of core sales metrics and processes, including pipeline management, forecasting, lead routing, and conversion tracking, with the ability to translate that knowledge into scalable system configurations and actionable reporting.
Demonstrated aptitude for evaluating and implementing AI tools in a sales context, with hands-on experience leveraging AI to automate workflows, surface insights, and improve rep productivity across the sales cycle.
Familiarity with modern sales tools and platforms such as Outreach, Chili Piper, and Gong, with a willingness to evaluate and adopt new technologies as the stack evolves.
Strong analytical skills, with proficiency in Excel and/or data visualization tools (e.g. Looker Studio, Tableau, etc.)
Excellent communication and collaboration skills with the ability to work cross-functionally.
Strong organizational skills with an ability to manage multiple projects simultaneously.
Proactive and self-motivated with a focus on continuous improvement.
Experience in SaaS or technology industry.
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
🌴 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.
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.
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.
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Canopy (legal name: Canopy Tax, Inc.) is a SaaS company based in South Jordan, Utah that provides cloud-based practice management software for accounting and tax firms. Its platform includes CRM, document management, workflow automation, time & billing, payments, and IRS transcripts.
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