Responsibilities

We are hiring a Technical Support Engineer focused on Insights, who will own data accuracy in our customers' hands and bring the technical judgment required to resolve our most complex escalations. Accounting firms run their practices on the data Canopy surfaces, and you will become the go-to expert on both that data and the workflows behind it.
This role will take the hardest Insights, Reporting, and Workflow escalations from our Technical Support and fellow Go-to-Market teams, including issues that currently go to our QA teams, and resolve them closer to the source. You will be embedded in the Engineering squads that own these areas, coach the team so fewer issues escalate, and help customers understand what their data is telling them.
Partnership is critical. This role blends deep technical investigation with consultative communication, and it sits at the intersection of Support, Engineering, Product, and Customer Success. We’re looking for someone who is curious, confident with data, and comfortable being the person both customers and engineers turn to. The success of this role will depend on the strength of cross-functional relationships combined with strong technical aptitude, and the ability to carry context in both directions so customers get answers sooner and every team works collaboratively.
This is a hybrid position in Draper, Utah (M, W, F in-office).
Serve as the primary technical partner to QA engineers, investigating, reproducing and resolving the Insights, Reporting and Workflows issues currently escalated from Technical Support to QA.
Embed in the Engineering squads that own Insights, Reporting and Workflows, participating in standups, planning and refinement to stay aligned on priorities and upcoming releases.
Take ownership of cases from triage to final resolution.
Collaborate with Product, Engineering, and Technical Support to prioritize fixes, and communicate status updates to the TSE team, account teams and customers.
Perform in-depth troubleshooting using SQL, logs, APIs and internal tools to determine root cause and distinguish true defects from data, configuration or usage issues.
Trace reported figures back to their source to validate the accuracy of Insights and Reporting data.
Diagnose Workflow and automation issues, including templates, triggers and recurring workflows.
Produce clear, detailed bug reports and root-cause analyses, with reproduction steps, expected versus actual behavior alongside customer impact so Engineers can act quickly.

Qualification

Hands-on SQL experienceComfort with logsExperience troubleshooting workflowExperience with accountingWhy You Want to Work Here

Required

4+ years of experience in a Technical Support, Support Engineering, Data Analytics, or Solutions Engineering role, with significant experience owning escalations in a B2B SaaS environment.
Proven ability to investigate and resolve complex, escalated issues independently.
Hands-on SQL experience, using joins and aggregations to investigate data discrepancies and trace a number in the product back to the database.
Comfort with logs, browser dev tools, REST APIs and JSON, and diagnostic tools such as Datadog or Sentry.
Experience as the subject matter expert for a product area, ideally reporting, analytics or workflows, trusted by both internal teams and customers.
Experience troubleshooting workflow, automation or report configuration, and separating configuration problems from true bugs.
Experience working directly with QA and Engineering teams, with a track record of writing clear bug reports that include reproduction steps, expected vs actual behavior, customer impact and steps to verify the fix.
Skilled at explaining data to non-technical audiences: not just that the number is right, but why it looks how it does and why that matters.
Excellent written and verbal communication skills, a strong analytical mindset and a bias toward ownership and follow-through.
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Preferred

Experience with BI or reporting tools (such as Looker, Tableau, PowerBI or Metabase), data modeling or data validation.
Experience with accounting, tax, FinTech or practice-management software, or with accounting firms as customers.
Experience with agile Engineering practices (sprint planning, standups, backlog refinement) and Engineering operations such as release cycles and incident response.
Understanding of security fundamentals such as SSO/SAML, authentication vs. authorization, and SSL/TLS.
Experience coaching or mentoring other team members
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.

Technical Support Engineer, Insights at Canopytax · LumiJobs

Technical Support Engineer, Insights

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Canopytax

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