Customer Success Onboarding Specialist - Agency

Canopy Connect is building the infrastructure that powers best-in-class insurance experiences. We empower consumers to gain value and convenience from their own data, and we enable businesses to securely and quickly support their customers.

We're growing quickly and are scaling up. As an Onboarding Specialist, you'll ensure that Canopy Connect’s agency customers are successful with our product. This is a consultative position in which you will help our clients grow their businesses by selling more premium with less effort.

This is an opportunity to get in early with a well-capitalized startup. 

• 2 years of experience implementing sales enablement software in professional service companies (e.g. insurance, wealth planning, accounting etc).
• Demonstrated ability to work with clients from a variety of technical backgrounds.
• Experience delivering software demos and training in a high volume environment.
• Experience delivering online training to groups of up to 50 people.
• Ability to learn different platforms quickly (e.g. CRM, AMS, Raters). 
• Bonus: Background in selling insurance software (e.g. raters, AMS, CRM) 

• Be Worthy of Trust | We are building critical infrastructure that processes sensitive data. We earn trust every day by being transparent, honest and clear to all stakeholders.
• Find a Way | We seize opportunities and iterate quickly. We refuse to get blocked. We are relentlessly optimistic about possibilities. Tenacious and creative, we find a way.
• Own It | We are owners of the product and the company, and we own our successes as well as our failures. We value people who embody extreme ownership.
• Think “We” Not “I” | We prioritize the success of the team over individual contributions. The best decisions are made through triangulating the opinions of the team. Productive disagreement leads to good decisions. We don’t tolerate brilliant jerks.
• Raise the Bar | Our standard is to be the best in the world at what we do. We redefine excellence each day.

To protect the interests of all parties, Canopy Connect will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to Canopy Connect will be considered Canopy Connect property. Canopy Connect will not pay a fee for any placement resulting from the receipt of an unsolicited resume. Canopy Connect will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.