Implementation Manager

Canopy New York , NY 11251

Posted 2 months ago

Canopy is a remote-first Series A startup that adds a keystone technology to the BaaS stack. Canopys low-code solution helps fintechs, banks, credit unions, and brands to launch and sustain new financial products. We support installment lending programs, revolving lending programs (credit cards, charge cards, lines of credit), and even more unique customizable programs (such as hybrid Credit Card and Installment programs) that make sense for your team's business model. Check out our documentation at

Joining Canopy will give you a chance to work for an amazing SaaS organization that lives on the cutting edge of technology, offering a fast-paced start-up environment with exposure to some very exciting technologies and a combination of experienced Financial Service Companies and cutting-edge Fintechs. Specifically, this role is purposed to lead implementations and give an amazing client experience in onboarding and setting up Canopy for success.


  • Support the implementation of Canopy for customers and be their primary point of contact throughout the implementation phase of the project
  • Lead, document, coordinate and align client and internal resources to get Clients Live and using Canopy as fast as possible
  • Leverage software solutions in G-Suite, Team Gantt, and other project management tools such as Salesforce, Basecamp and others to gather key requirements, ensure the completion of client test cases for software success and be able to share that information quickly
  • Provide weekly status updates and align with Engineering and Product Counterparts
  • Have a great understanding of API driven software and software development and help clients understand how they can use Canopy APIs to self service
  • Can understand basic database and sequel architectures and articulate to both Engineering and non Engineering audiences regarding requirements
  • Ability to identify and clearly communicate pragmatic solutions to complex integration problems
  • Continuous desire to improve technical acumen
  • Can speak with clients about lending products and use industry knowledge about Unsecured Lending products such as credit cards, installment loans and lines of credit
  • Leverage great communication to keep C-Level Executives informed and influenced to stay within scope or to agree to new timelines
  • Proven ability to quickly learn new technologies and understand complex systems (APIs, databases, SDK's, etc.)
  • Demonstrate excellent written and verbal communication skills
  • Work side by side with developers to release high quality features with extensive regression testing
  • Coordinate the introduction of new capabilities & products to our customers
  • Partner closely with Engineering, Product, Marketing, Professional Services, Technical Support, Customer Success, and Sales
  • Build and streamline the processes to drive adoption of new functionality at scale


Space and support to grow

Comp package in the 90th percentile of startups our size

Flexible Vacation

Parental Leave Policy

401k matching

Monthly stipend for mental/physical wellness

Excellent health, vision, and dental package

Home office set-up package

Yearly team offsite somewhere fun

Donation (give-back) budget

We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but feel your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

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Implementation Manager