Payments Operations Project Manager

Canopy•South Jordan, UT

2d•Hybrid

About The Position

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. And we just secured $70M in Series C funding to help us fulfill that mission. Click here to see why our clients (and investors) love Canopy. Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more! The Opportunity We’re seeking a Payment Operations Project Manager to lead the operational coordination of our embedded payments business. This role will drive cross-functional planning, tracking, and execution for initiatives across Payment Operations, including POS rollouts and payment facilitation escalations, ensuring seamless collaboration between Finance, R&D, and GTM teams. In this role, you will be the connective tissue that keeps projects aligned, efficient, and on track, reporting directly to our Head of Payments. Your work will help deliver a smooth payments experience for our users and strengthen the systems that power our platform. If this sounds like you, we’d love to hear from you. This is a hybrid position in South Jordan, Utah (M, W, F in-office).

Requirements

3+ years of project management experience, preferably in SaaS, fintech, or payments.
Proven ability to manage complex, cross-functional projects with GTM, R&D, and Finance teams.
Strong proficiency in project management tools (Asana, Jira, Monday.com, etc.) and familiarity with agile methodologies.
Demonstrated ability to leverage AI tools (e.g., ChatGPT, Gemini, Notion AI, etc.) to enhance productivity, improve documentation quality, synthesize complex information, and streamline project workflows.
Exceptional organizational, communication, and stakeholder management skills.
Analytical mindset with the ability to identify risks, navigate ambiguity, and drive resolution across teams.

Nice To Haves

Experience working with payment processors (e.g., Stripe, Adyen, Worldpay, or similar).
Familiarity with SaaS business models.
PMP or Agile certification is a plus.

Responsibilities

Lead the smooth, on-time delivery of payment-related projects with clear ownership and accountability.
Develop and maintain detailed project plans for cross-functional initiatives across the payments ecosystem.
Define timelines, deliverables, and milestones across internal teams and external partners.
Define success metrics upfront and conduct post-launch reviews to measure adoption, operational impact, and revenue performance.
Project manage internal and vendor meetings, including meeting facilitation, agenda ownership, action item tracking and follow up.
Drive clear communication across teams through regular status updates, documentation, and stakeholder reporting.
Identify and mitigate project risks before they impact timelines or deliverables.
Establish governance frameworks including executive reporting and KPI dashboards for cross-functional initiatives.
Manage escalations, dependencies, and blockers with payment providers, acquirers, and other vendors.
Drive operational readiness (internal & external) for new payment products, features, or market launches.
Create and maintain process documentation, SOPs, and timelines for payment operations and project delivery.
Work with Support and Customer Success teams to resolve payments-related customer issues that require cross-functional coordination.
Analyze project outcomes to identify process bottlenecks and propose improvements to operational efficiency.

Benefits

Flexible Paid Time Off - you’re actually encouraged to use, plus 10 company holidays!
Health Benefits - including Medical, Dental, and Vision and an HSA Match.
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.
ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.