Data Migration Specialist

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.

The Opportunity

We are hiring Data Migration Specialists to help support our Customer Experience team during client implementations. These individuals will play a key role in ensuring successful and accurate data and file migrations as our clients transition to Canopy's Practice Management Suite.

This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You'll Do

• Support the data migration team during client implementations to ensure projects stay on schedule.
• Assist with preparing, formatting, and validating client data for migration using Excel and other tools.
• Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results.
• Run and document test migrations, verifying accuracy and completeness of migrated data.
• Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.
• Quickly and clearly elevate issues or discrepancies to the appropriate team members.
• Collaborate with implementation, R&D, and migration teams to resolve data-related blockers.
• Provide hands-on support during critical cutover and go-live periods.
• Document processes, data mappings, and lessons learned to support continuous improvement.
• Maintain strict confidentiality and integrity of client data.
• Take initiative to identify potential issues early and proactively suggest or implement solutions.

What We're Looking For

Bonus Points If You Have

Why You Want to Work Here

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.

Our peer-to-peer recognition program helps our employees recognize the amazing work being done by other Canopians.

Company events – monthly company-wide meetings, summer parties, and more.

ERG committees – plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

Fully-stocked kitchen – keto, vegan, flexitarian, Mandalorian – we've got you covered.

Our Values

Own – we own this place! We focus on outcomes, holding ourselves & each other accountable.

Win – we win by delighting our customers with the very best products and services.

Do Good – we work hard to be good people!

Embrace Curiosity & Candor – we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

Interviewing @ Canopy

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy :

Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call.

Remember : This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end!

Equal-Opportunity Employment Statement

Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.

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