Implementation Team Lead, Mid Market

Canopy•South Jordan, UT

3d•Hybrid

About The Position

As the Implementation Team Lead, you are the bridge between high-level strategy and front-line excellence. You won’t just be watching from the sides; you’ll be the "player-coach" driving a team of Mid-Market Implementation Specialists to deliver world-class onboarding experiences. This is a pivotal role where you will refine our post-sales engine. You’ll partner closely with the Implementation Manager to translate metrics into action, mentor your team through complex data migrations, and ensure that every new firm joining Canopy feels supported, empowered, and ready to thrive. If you love building high-performing teams and obsession over the "Time-to-Value" metric, this is your next big move.

Requirements

3+ years of experience in B2B SaaS, with at least 1+ years in a leadership or senior/mentor capacity within Implementation or Success.
Deep expertise in the SaaS implementation lifecycle.
Proficiency in using data (Salesforce, Looker, etc.) to drive team accountability and identify trends.
The ability to translate technical concepts for non-technical users and provide constructive, growth-oriented feedback to your team.
Expert-level organization skills; you can manage your team's bandwidth while keeping high-priority projects on track.
"Start-up" soul who thrives in evolving environments and can pivot from strategic planning to hands-on troubleshooting in a heartbeat.

Nice To Haves

Experience in the accounting or financial services SaaS space
Familiarity with tools like Salesforce, Asana, or onboarding-specific platforms

Responsibilities

Provide daily guidance, coaching, and professional development for a team of Implementation Specialists.
Partner with the Implementation Manager to track KPIs, analyze team capacity, and report on onboarding health metrics.
Iterate on existing onboarding playbooks and frameworks to reduce friction and accelerate customer time-to-value.
Act as the primary point of contact for complex technical hurdles or sensitive client escalations, ensuring a path to resolution.
Collaborate with Sales to refine handoffs, and with Product/Engineering to voice customer feedback regarding the implementation experience.

Benefits

Flexible Paid Time Off
10 company holidays
Health Benefits - including Medical, Dental, and Vision
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
Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
Nectar - our peer-to-peer recognition program
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