Full-Time

Product Manager

Internal Platforms & Systems

Posted on 9/4/2025

Canopy

Canopy

201-500 employees

Cloud-based practice management for CPAs

No salary listed

South Jordan, UT, USA

Hybrid

Hybrid position requiring in-office presence on M, W, F.

Category
Product (1)
Required Skills
Agile
Salesforce
SCRUM
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.
  • Proven experience with Zuora, Salesforce, Rippling, and Stripe is a plus.
  • Proven, deep familiarity with internal G&A domains (Finance, BI, RevOps, etc.)
  • Strong systems thinker with an ability to connect the dots across data, processes, and people.
  • Track record of leading cross-functional initiatives from idea to execution.
  • Clear, confident communicator able to influence stakeholders at all levels.
  • PMP, Scrum/Agile, or Product Owner certifications are a plus.
Responsibilities
  • Own the product roadmap for internal G&A systems and tools
  • Translate business requirements into clear, actionable product features and enhancements.
  • Prioritize initiatives based on business value, feasibility, and stakeholder needs.
  • Serve as the liaison between business stakeholders and technical teams.
  • Manage large, cross-functional initiatives by establishing clear timelines, ownership, and outcomes.
  • Lead program cadences such as standups, roadmap reviews, retrospectives, and stakeholder updates.
  • Identify risks and dependencies, and drive timely resolution.
  • Ensure project documentation, decision logs, and retrospectives are well maintained.
  • Partner closely with Finance, RevOps, and BI to understand their roadmaps, identify pain points, and proactively propose solutions.
  • Bring structure and rigor to ambiguous business challenges.
  • Build and maintain dashboards and reporting tools to track key initiative progress and performance metrics.
Desired Qualifications
  • Proven experience with Zuora, Salesforce, Rippling, and Stripe is a plus.
  • PMP, Scrum/Agile, or Product Owner certifications are 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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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