Senior Client Project Manager, Canoe
$85-125k
+Bonus
More information about location
1-3 days a week in office
AI platform for alternative investments
Open for applications
AI platform for alternative investments
101-200 employees
Open for applications
$85-125k
+Bonus
More information about location
1-3 days a week in office
101-200 employees
Company mission
To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.
Role
Who you are
- If you love working directly with clients to ensure they get the most value out of your product, and you have a learn-it-all mentality and a curiosity to explore cutting-edge machine learning technology … we’re looking for you
- Significant experience leading client onboarding and/or facilitating customer success through project management
- Fintech experience
- Track record of executing professional services workflows for a SaaS-based software product company (preferably B2B)
- Analytical, data-driven, detail oriented, and resourceful
- Natural inclination to be proactive across a portfolio of deliverables and relationships
- Client-centric; a genuine interest to deliver results for customers
- Enjoys working in a collaborative environment, sharing best practices, and supporting teammates
- Communicative with an appetite for continual improvement
- Prior experience working in a high growth organization
- Prior experience diving into technical details of projects
- Familiarity and experience with Alternative Investments and the Investment Management Industry preferred
- Prior experience with management consulting, business process outsourcing, or technology related professional services preferred
- Bachelor's Degree and PMI ACP, DASM, CAPM or PMP certification preferred
What the job involves
- As a Sr. Client Project Manager, you’ll collaborate as a member of our Client Success team to oversee product implementation and training of the Canoe platform. Your goal is to demonstrate Canoe’s value and guide clients to receive maximum value realization
- This will include creating, executing, and managing implementation-focused project plans while also providing Clients with foundational knowledge to drive their successful adoption of Canoe's technology
- In this role, you’ll have the unique opportunity to share Canoe’s breakthrough technology with the market, work with mission-driven colleagues, and contribute directly to business outcomes
- Create and maintain detailed project plans, timelines, and resource allocation strategies to ensure successful implementations
- Engage with stakeholders to gather requirements, manage expectations, and ensure alignment with project scope and goals
- Identify potential risks and develop mitigation strategies to minimize impact on project delivery
- Define and track key performance indicators (KPIs) to measure project success and identify areas for improvement
- Lead cross-functional teams, fostering collaboration and accountability to drive project success
- Become an expert at using and helping others use Canoe's technology offering
- Lead clients through their Canoe implementation including technology configuration, upstream data connectivity, downstream data integrations, and initial training
- Organize and conduct client kick-off and weekly project management calls
- Execute client workflow analysis, design solutions, and aid client integration with Canoe's platform
- Maintain a dialogue with Canoe's Relationship Management team throughout the implementation process
- Regularly report project health and expected completion dates of each of your client's implementation
- Travel may be required, up to 25%
Our take
The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.
Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.
It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. The company is currently focused on accelerating expansion into European markets, growing its team, and further optimisation and development of its product offerings.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (2 rounds)
Jul 2024
$36m
SERIES C
Feb 2023
$25m
SERIES B
Total funding: $61m
Company benefits
- Intracompany committees
- Team based strategic planning
- Group brainstorming sessions
- Health/Dental/Vision Benefits
- Life Insurance
- Wellness Programs
- Commuter Benefits
- Company Outings
- Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!
- Education reimbursement
- Onsite and virtual training courses
- Attendance at job related conferences and seminars
- Monthly Lunch and Learns
- Cross functional training encouraged
- Promote from within
- Customized development tracks
- 401(K)
- Company Equity
- Performance Bonus
- Unlimited PTO
- Paid Holidays
Company values
- Client First - Listen, and deliver client-centric solutions
- Be An Owner - Take initiative, improve situations, drive positive outcomes
- Excellence - Always set the highest standard for yourself and others
- Win Together - 1 + 1 = 3
Company HQ
Canal Street, New York, NY
Articles
Leadership
Jason Eiswerth
(CEO)Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.
Salary benchmarks
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