Full-Time

Senior Business Systems Manager

Canopy

Canopy

201-500 employees

Cloud-based practice management for CPAs

No salary listed

South Jordan, UT, USA

Hybrid

In-office three days per week (Mon, Wed, Fri) in South Jordan, UT.

Category
IT & Security (1)
Required Skills
SQL
Salesforce
Asana
Requirements
  • Bachelor’s degree in Business Administration, Information Systems, or a related field.
  • 5+ years of experience in program management, product ownership, business systems, or operations roles in a SaaS environment.
  • Demonstrated ability to personally produce technical artifacts (ERDs, flow diagrams, business requirements docs), and not just manage others who do.
  • Hands-on experience with SQL and data modeling; you're comfortable querying systems directly to diagnose data integrity issues.
  • Proven, deep familiarity with internal G&A domains (Finance, BI, RevOps, etc.).
  • Experience with Zuora.
  • 2+ years of people management experience.
  • Proven experience with Salesforce, Pendo, Rippling, and Stripe is a plus.
  • Track record of leading cross-functional initiatives from idea to execution.
  • Clear, confident communicator able to translate technical constraints into business language and vice versa for audiences of all levels.
Responsibilities
  • Own day-to-day administration and overall architecture for cross-functional platforms, including Zuora, Stripe, Asana, Pendo, and more.
  • Own the integration layer between core platforms, ensuring data flows between systems are reliable, documented, and governed.
  • Design data models, system specs, and process flows from scratch based on stakeholder input.
  • Translate business requirements into clear, actionable system features, integrations, and enhancements.
  • Evaluate build vs. buy tradeoffs with enough technical depth to defend your recommendation.
  • Manage vendor governance, including consolidated procurement, license management, and renewal tracking across all platforms.
  • Own the internal systems roadmap and serve as the single intake point for system changes, new tool evaluations, and cross-functional automation requests.
  • Create technical documentation, decision logs, and retrospectives that individual contributors can act on without a follow-up meeting.
  • Manage large, cross-functional initiatives by establishing clear timelines, ownership, and outcomes.
  • Lead program cadences such as standups, roadmap reviews, retrospectives, and stakeholder updates.
  • Partner closely with Finance, RevOps, and BI to understand their roadmaps, identify pain points, and proactively propose solutions.
  • Reinforce internal data integrity by helping to define systems of record, enforcing data hygiene, and resolving conflicting definitions.
  • Communicate project statuses and solutions to leadership both in-person and asynchronously via rigorous documentation.
  • Build and maintain dashboards and reporting tools to track system health and performance metrics.
Desired Qualifications
  • Proven experience with Salesforce, Pendo, Rippling, and Stripe is a plus.

Canopy provides cloud-based practice management software for CPAs and tax professionals. The platform includes tools for document management, client communication, and automation, all accessible via mobile apps. It uses AI features to streamline workflows and enable remote work, and is sold on a subscription model with multiple pricing tiers and optional premium services. Canopy targets small to mid-sized accounting firms seeking to optimize operations and strengthen client relationships. The key differentiators are its industry-focused design for accounting firms, integrated suite of tools (including AI capabilities) in a single cloud platform, and flexible pricing aligned to feature access and user count. The company’s goal is to help firms run more efficiently and deliver better service to clients.

Company Size

201-500

Company Stage

Series C

Total Funding

$252.5M

Headquarters

Eagle Mountain, Utah

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Viking Global led $70M Series C funding accelerates AI enhancements and acquisitions.
  • Canopy Bookkeeping launched February 11, 2026, enables real-time ledger visibility.
  • Canopy University certification boosts user adoption since May 7, 2025 launch.

What critics are saying

  • Karbon erodes market share with superior automation in 12-24 months.
  • Practice Ignition undercuts modular pricing, forcing switches in 6-12 months.
  • Intuit ProConnect captures tax users with integrated AI in 18-36 months.

What makes Canopy unique

  • Canopy Coworker executes multi-step workflows autonomously for accounting firms.
  • Canopy Notetaker integrates AI meeting transcripts directly into client records.
  • Canopy offers IRS transcript integration and tax resolution tools natively.

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People at Canopy who can refer or advise you

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Supplemental Benefits

Flexible Paid Time Off

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Utah Business
Jul 25th, 2025
Canopy Secures $70M for AI Innovation

Pelion Venture Partners invested in Canopy to disrupt the $145 billion accounting software market dominated by outdated legacy providers. Canopy's cloud-based platform simplifies tax practice management with intuitive workflows and AI-powered features, enhancing efficiency for accounting professionals. A recent $70 million funding round led by Viking Global validates Canopy's growth, with Pelion excited about its future potential to revolutionize accounting firm operations.

Pequenas Empresas & Grandes Negócios
Jul 18th, 2025
Last day of registrations for 100 STW; NG.CASH raises R$ 150 million: the highlights of the week in the ecosystem.

Among the highlights of this week's newsletter are the fundraisings by NG.CASH, a fintech focused on teenagers and young adults that raised R$ 150 million, and by Canopy, which secured US$ 100 million to acquire software companies.

Wow Partners, Inc.
Jun 24th, 2025
Canopy Secures Seed Funding from SNUIF

Canopy, a real-time payroll service, announced it has secured seed funding from Seoul National University Holdings. The investment amount is undisclosed. Previously, Canopy received pre-seed funding from Hanwha Hotels & Resorts. The investment reflects confidence in Canopy's payroll technology and financial service expansion. Canopy plans to enhance its technology and expand into domestic and international markets, including Southeast Asia, where financial accessibility is low.

Canopy
May 7th, 2025
Improve Your Accounting Practice with Canopy Certifications

May 7, 2025 - SALT LAKE CITY - Canopy, the leading practice management platform for accounting firms, today announced the launch of Canopy University, a new certification and training program designed to help customers use the Canopy platform with greater confidence and skill.

Finance Director Europe
Apr 30th, 2025
Canopy raises $70m to expand AI accounting platform for mid-sized firms

Canopy, a software provider focused on transforming accounting firm operations through artificial intelligence (AI), has raised $70m in a Series C funding round led by Viking Global Investors.