Revenue Operations Analyst, CX

Canopy•South Jordan, UT

2d•Hybrid

About The Position

Revenue Operations Analyst, CX Canopy, South Jordan, UT About Us 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 are hiring a Revenue Operations Analyst, CX to support and scale our Customer Experience organization through systems ownership, data integrity, and operational excellence. This role sits at the intersection of Customer Success, Support, and Revenue Operations and plays a critical part in ensuring our post-sales teams have the tools, insights, and processes they need to drive customer value, retention, and growth. As a Revenue Operations Analyst, CX, you will own and administer the core Customer Success technology stack, partner closely with CX leaders and frontline teams, and translate real-world workflows into scalable, reliable systems. If you enjoy digging into systems, improving processes, and enabling teams through clean data and smart automation, we’d love to hear from you . This is a hybrid position in South Jordan, Utah (M, W, F in-office).

Requirements

1–2+ years of hands-on experience administering or supporting Salesforce (post-sales or Customer Success use cases preferred)
1-2+ years of experience with Gainsight, including health scores, CTAs, success plans, and reporting
Strong understanding of Customer Success metrics and workflows, including onboarding, adoption, renewals, and churn
Ability to translate business needs into system requirements and scalable solutions
Strong analytical and problem-solving skills with attention to detail

Nice To Haves

Experience working closely with Support or Revenue Operations teams
Familiarity with SaaS retention metrics such as NRR, GRR, and churn analysis
Experience documenting processes or creating enablement materials for CX teams
Exposure to additional CX or RevOps tools beyond Salesforce and Gainsight

Responsibilities

Own and administer the core Customer Success technology stack, primarily Gainsight and Salesforce, ensuring data accuracy, reliability, and usability.
Partner closely with Customer Success leadership, CSMs, and Support to understand workflows and translate them into scalable system processes.
Configure and maintain Gainsight functionality, including health scores, CTAs, success plans, and reporting.
Support Customer Success operations across key lifecycle moments such as onboarding, adoption, renewals, and churn.
Build and maintain dashboards and reports that provide actionable insights into CX performance and customer health.
Identify opportunities to improve data quality, reduce manual work, and streamline post-sales processes.
Serve as a trusted operational partner for CX teams, helping them work more efficiently and effectively.

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.