Customer Support Specialist - Tier I

CanopySouth Jordan, UT
Hybrid

About The Position

As a member of the Customer Support team, you will provide top-tier service and support primarily to users of our software via email, in-app chat, and phone channels. Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest desire to learn and progress, you will build upon this reputation. This is not a role in which you simply answer phones and read from a script. You will think critically to help to create new pathways for our customers, outline solutions, and form the foundation of a rapidly-growing company and team.

Requirements

  • A self-starter with desire to take ownership of the role and above responsibilities
  • Tech-savvy with the ability to learn software and new tools quickly
  • Organizational skills, creativity, and a solution-oriented focus
  • Willingness to learn about tax resolution industry and IRS forms as they relate to the software and its functions
  • Excellent written and verbal communication skills in the English language
  • Ability to pivot with a growing company and accept new challenges
  • Be able to type at 50 wpm or faster
  • Excitement about implementing and utilizing AI in day to day work flows
  • Work a consistent and reliable full-time schedule, including adherence to assigned shifts, breaks, and attendance expectations.
  • Schedule: Typically 40 hours per week, Monday through Friday. In-office, MWF. Individual schedules may vary slightly based on team needs and role responsibilities. May require evening or weekend coverage depending on team rotation and seasonality.
  • Ability to sit or stand at a desk for extended periods of time, while using a computer for extended periods.
  • Ability to operate a computer throughout the day.
  • Ability to communicate clearly and professionally in writing and verbally, with external customers and internal employees, via phone and computer systems (with or without reasonable accommodations).
  • Ability to use sales tools such as Salesforce, Intercom, Google Suite, Slack.
  • Maintain focus and professionalism in high-pressure situations.

Nice To Haves

  • Experience in support ticketing systems
  • Previous customer service and support experience
  • 2-3 years experience in a call center environment
  • Experience in the accounting & tax software space

Responsibilities

  • Anticipate and resolve customer issues in a professional and timely manner
  • Provide superior customer service and remote troubleshooting assistance
  • Take ownership of customer issues and advocate for their needs, adjusting urgency and escalation based on customer context and issue severity
  • Develop sound understanding of Canopy’s current and upcoming features
  • Identify opportunities to answer questions, even before they are asked
  • Explain step-by-step instructions and assist users in navigation through software
  • Drive value to customers by informing them of new resources and products that will make an impact on their businesses
  • Maintain a positive and patient attitude with all customers
  • Coordinate within the organization for technical and account level issues
  • Help improve and perfect processes across the support organization

Benefits

  • 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.
  • DEIB Committee - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
  • Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.
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