Canopy Connect

Customer Success Manager

• Lead end-to-end API onboarding and implementation for new customers, guiding technical teams through setup, testing, and go-live.
• Serve as primary post-sale contact for strategic enterprise accounts, managing cross-functional relationships across product, engineering, and executive teams.
• Develop a scalable customer success framework, including playbooks, onboarding workflows, and support processes.
• Act as an internal advocate for customer needs, providing structured feedback to product and engineering to inform roadmap priorities.
• Analyze usage data to identify expansion opportunities and ensure customers realize measurable value from Canopy Connect’s platform.
• Support contract renewals and growth initiatives in partnership with Sales, Engineering and Leadership.

API Implementation Customer Success

Performance Marketing

• Drive revenue through website signups, demo requests, and through sales teams.
• Manage Google search advertising, social media advertising, and evaluate sponsorships.
• Track data and activities in Hubspot and manage reporting dashboards.
• Nurture leads through impactful email campaigns.
• Work closely with the sales and product teams to agree on priorities and processes.
• Forecast, measure, analyze, and report on the impact of demand creation activities.
• Drive continuous performance improvement and learning from tactics and campaigns.
• Recommend, manage, and adhere to a budget for growth needs.
• Contribute across the company as needed as part of a small team.

Demand Generation Marketing Manager

Customer Support

• Provide chat, email and zoom support to Canopy Connect’s agency product customers to ensure they receive timely help.
• Support customers in using Canopy Connect's insurance data infrastructure products.
• Collaborate with internal teams to resolve customer issues and escalate when necessary.
• Use chat, shared inboxes, and video to interact with customers.
• Learn and maintain knowledge of the platform and product updates.

API Implementation Customer Success

Demand Generation Marketing Manager

Support Specialist