2 Canopy Service Partners Jobs Hiring in Chicago, IL

Job Summary:
Canopy Service Partners is an integrated tree care service company focused on building a leading tree care platform in North America. The CRM Manager will be responsible for managing Canopy's core CRM and Field Service Management platforms, ensuring effective use and continuous improvement to support the company's rapid expansion.
Responsibilities:
• Serve as the business owner and day-to-day manager of Canopy’s core CRM and FSM platforms, including ArboStar, ArborGold, and related systems.
• Develop, document, and maintain standard operating procedures (SOPs) for CRM and FSM platforms, ensuring alignment with company policies and operational standards.
• Establish and enforce system standards, workflows, stage definitions, tagging conventions, and required data fields.
• Ensure data integrity, reporting accuracy, and operational consistency across all partner brands.
• Audit partner offices for compliance with system standards and escalate non-adoption or process deviations as needed.
• Manage platform administration activities, including user setup, permissions, configuration governance, and support triage.
• Design and deliver structured training programs for office teams, regional leadership, and new users.
• Create and maintain training guides, playbooks, process documentation, and knowledge-base resources.
• Support onboarding and system transitions for newly acquired partner companies, ensuring smooth data migration and process adoption.
• Coordinate with CRM/FSM vendors on support issues, enhancement requests, and system improvements.
• Collect and synthesize end-user feedback to inform process improvements and feature requests.
• Lead cross-functional teams to set process standards and drive system-driven process improvements.
• Monitor platform performance and identify opportunities to improve usability, adoption, and data quality.
• Communicate system updates, workflow changes, and new feature rollouts to stakeholders.
• Travel up to 15% as required to support partner brands and system rollouts.
Qualifications:
Required:
• 3–5+ years of experience in CRM administration, CRM/FSM management, or operational systems management, preferably in a multi-location, private-equity backed, or home services environment.
• Expertise in ArboStar, ArborGold, or comparable Field Service Management systems.
• Proven experience developing SOPs, training programs, and scalable system documentation.
• Strong understanding of data integrity, reporting structures, and workflow design.
• Demonstrated ability to enforce standards while maintaining strong cross-functional relationships.
• Highly organized, process-driven, and comfortable leading cross-functional training, documentation, and governance efforts.
• Excellent communication skills with the ability to translate technical system functionality into practical operational guidance.
• Ability to travel up to 15% as required.
Preferred:
• Experience supporting system onboarding, transitions, or multi-brand standardization.
Company:
Canopy is redefining what it means to be a partnership in the world of tree care. Founded in 2023, the company is headquartered in Chicago, US, , with a team of 11-50 employees. The company is currently Early Stage.