API Implementation Customer Success

October 30

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Canopy Connect

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Insurance • SaaS • API

Canopy Connect is a company that provides a data intake platform specifically designed for insurance verification and monitoring. The company's platform helps insurance agencies collect verified and detailed insurance information quickly and efficiently, improving the quote-building process. Canopy Connect offers an API that provides access to fully structured insurance data, enabling integration with various software systems such as raters, CRMs, and AMS. The platform is widely used by insurance agencies, networks, insurtechs, and other organizations in the insurance ecosystem to streamline operations and enhance the customer experience. The company emphasizes security and compliance, with end-to-end encryption and SOC II Type 2 Certification.

11 - 50 employees

☁️ SaaS

🔌 API

💰 Seed Round on 2020-06

📋 Description

• 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.

🎯 Requirements

• 3-5 years of experience implementing APIs/User interfaces in professional service companies (e.g. insurance, wealth planning, accounting etc) especially with companies like Plaid, Finicity, Yodlee and MX. • Proven success managing large or strategic enterprise accounts with complex integration needs. • Demonstrated ability to design and operationalize customer success processes in early-stage or scaling organizations. • Strong technical acumen and ability to troubleshoot issues related to APIs, data integrations, and authentication workflows. • Excellent communication skills with the ability to translate technical concepts for non-technical stakeholders. • Experience collaborating closely with engineering and product teams to deliver customer-driven solutions. • Understanding of UX principles, workflow optimization, and data security protocols • Bonus: Full-stack JavaScript experience • Bonus: Deep understanding of the insurance or fintech ecosystem.

🏖️ Benefits

• Healthcare: We offer company-sponsored health, dental and vision insurance for employees and dependents. • Equity: We provide our team with generous equity grants. • Time to Recharge: We offer unlimited paid time off. Unplug, recharge, and come back refreshed. • Remote Friendly: We offer a $1,000 stipend to equip you with a home office that is comfortable and personalized to your needs. • Friday Reimbursed Lunch: Order lunch on Fridays, and we'll cover it! • 401K: We offer a 3.5% match.