Jake Stanford
Meet your CSM
Your Customer Success Manager (CSM) is your go-to resource for all things Canopy. As your main point of contact, your CSM is here to ensure that you get the most out of your Canopy experience.
With a background in tax accounting, Jake likes to create spreadsheets and over-analyze any product he considers purchasing. Jake is passionate about soccer and deeply values his family, who mean the world to him.
Get efficient with roles! Roles enable you to create and manage task assignments within your workflow. Instead of changing assignments one by one, you can assign team members in bulk on the client level, simplifying the process.
Your CSM will help you get the most out of Canopy!
GET THE MOST OUT OF CANOPY
What Your CSM Can Do
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Strategic Consultant: Your CSM will work to understand your business goals and help you leverage Canopy’s tools to achieve them.
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Product Education: Need help navigating Canopy’s features? Your CSM is a dedicated resource for personalized product education.
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Maximize Your Value: Whether it’s optimizing workflows, discovering new features, or finding ways to save time, your CSM will help you get the maximum value from Canopy.
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Subscription Assistance: Considering an upgrade or need to adjust your plan? Your CSM can guide you through updates to your subscription, ensuring you always have the right tools for your needs.
Additional Canopy Resources
We’ve got all kinds of resources & support.
Canopy Partners
Our recommended consulting partners can help with everything—from optimizing your internal processes to running a more profitable firm to upskilling your employees, and everything in between.
Interested? Talk to your implementation specialist and/or CSM for a list of recommended partners. They’ll make introductions to get you started.
Professional Services
We offer a convenient catalog of professional services that can be added on at any time. It’s like illuminating the Bat signal up in the sky, but for the Canopy customer experience team instead of a weird costumed billionaire vigilante. Our team is on standby—whether it’s when you acquire new clients, merge firms, train seasonal staff, or whatever else.
Resources & Support
Self-training video tutorials
In-app chat with our customer service experts
Weekly Live Webinar Training Series
Email support@getcanopy.com
Call 855-558-8407 (ext #2)