Full-Time

Product Strategy Analyst

Posted on 9/13/2025

Canopy

Canopy

201-500 employees

Cloud-based practice management for CPAs

No salary listed

South Jordan, UT, USA

Hybrid

Hybrid schedule: in-office M, W, F; T–Th optional remote.

Category
Business & Strategy (2)
,
Required Skills
Market Research
Product Management
Business Strategy
Data Analysis
Requirements
  • 4+ years of experience in product strategy, product analysis, business strategy, or a related role
  • Proven track record of delivering high-impact research that shapes product and business decisions
  • Strong analytical skills with experience using data to build compelling business cases and recommendations
  • Excellent communication and presentation skills, able to turn complex findings into crisp, executive-ready insights
  • Familiarity with SaaS business models and the ability to connect research to product and business outcomes
  • Comfortable navigating ambiguity and working independently on end-to-end research
  • Strong cross-functional collaboration skills and ability to influence decisions across teams
  • Hybrid schedule: M,W,F in office and T,Th optional remote
Responsibilities
  • Conduct market and competitive research to uncover trends, gaps, and opportunities that inform Canopy’s future direction
  • Develop data-backed business cases and proposals, including market sizing, ROI modeling, and adoption forecasts, to support executive decision-making
  • Translate research into high-level requirements (product, security, compliance) that enable successful execution of new initiatives
  • Evaluate potential partnerships and integrations, creating clear assessments of value, risks, and business impact
  • Collaborate with Product Managers and UX researchers to validate assumptions with customers and turn insights into actionable requirements
  • Communicate insights and recommendations through clear narratives and presentations, enabling executives and cross-functional teams to align quickly and take action
  • Define and track success metrics post-launch to measure the impact of strategic initiatives and ensure business value is realized
Desired Qualifications
  • Bachelor’s Degree in Business, Computer Science, Accounting, or a related field
  • Experience in the B2B fintech space and/or an accounting background
  • Background in consulting, corporate strategy, or product analysis
  • We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

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.

Help us improve and share your feedback! Did you find this helpful?

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.

INACTIVE