User Experience Researcher

Canopy, South Jordan, UT

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.

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

The Opportunity:

At Canopy, we’re building a platform that transforms the way accounting firms operate—and to do that, we need to deeply understand how they work.

We’re looking for a strategic, systems-oriented User Researcher to lead discovery across the accounting firm landscape. In this role, you’ll explore, document, and synthesize the workflows, roles, tools, and behaviors that define modern tax and accounting practices. Your insights will directly inform product direction, shape the customer experience, and identify high-impact opportunities across the firm lifecycle.

This is a hands-on, high-impact role where you'll partner closely with Product Managers, Designers, Engineers, and our Go-to-Market teams to ensure we’re building smart, scalable, and deeply useful solutions for the professionals who rely on us.

What You’ll Do:

Lead qualitative and quantitative research across firm types, roles (e.g., firm owners, preparers, admins), and services (tax, bookkeeping, payroll, advisory).
Create detailed workflow maps and process documentation that capture how firms operate today—from client intake to billing and everything in between.
Identify user needs, behavioral patterns, tool usage, and change triggers across segments.
Translate research findings into actionable insights that inform product strategy, roadmap prioritization, and feature design.
Conduct discovery interviews, field studies, surveys, usability testing, and concept validation.
Develop clear research artifacts (e.g., journey maps, personas, opportunity briefs) that are easily shared and understood by cross-functional teams.
Partner with analytics to correlate behavioral research with usage data for a more complete picture of the customer journey.
Champion a culture of customer empathy across the company by regularly sharing findings and facilitating team alignment.

What We’re Looking For:

4+ years of experience in user research, UX research, or a related field.
Strong command of qualitative research methods and familiarity with quantitative approaches.
Proven track record of delivering high-impact research that shapes product and business decisions.
Experience mapping complex workflows in B2B or professional services environments.
Excellent communicator and storyteller—able to distill complex behavior into meaningful insights.
Comfortable navigating ambiguity and working independently on end-to-end research.
Strong cross-functional collaboration skills and ability to influence decisions across teams.
A sense of humor, empathy, confidence, and humility.
Hybrid schedule: M,W,F in office and T,Th optional remote

Bonus Points If You Have:

Experience in the B2B fintech space and/or an accounting background.
Bachelor’s Degree in Business, Computer Science, Accounting, or a related field.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

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.

🌟 Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!

🥳 Company Events - including monthly company-wide meetings, summer parties, and more.

💡 ERG Committees - to 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:

We approach our work every day with a few things in mind:

🔑 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.

To learn more about us & our values, click here.

Interviewing @ Canopy:

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

Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit!
20-minute phone call with the People Team
45-60-minute video or in-person interview with the Hiring Manager
1-3 rounds of interviews, depending on the role
Final Interview

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!

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.