Director of Implementation Management, Canoe
$160-180k
+ Bonus
More information about location
AI platform for alternative investments
Be an early applicant
AI platform for alternative investments
101-200 employees
Be an early applicant
$160-180k
+ Bonus
More information about location
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
- The ideal candidate for this role is a seasoned leader with extensive experience leading software delivery projects for enterprise level financial institutions as well as defined repeatable SaaS onboarding projects
- 10+ years of professional experience leading an Implementation, Professional Service, Customer Success or Technical Account Management team within a fast-paced environment, startup, or SaaS organization
- Bachelor's degree in Business Administration, Project Management, or related field
- Strong leadership skills, with demonstrated experience in managing and developing high-performing teams
- A data-driven approach to developing, tracking and optimizing performance metrics
- Experience managing a large portfolio of projects at both an enterprise level (>$1M) and smaller repeatable projects (<$100k)
- Experience writing and negotiating Statements of Work
- Excellent communication, negotiation, and stakeholder management skills, with the ability to build and maintain strong relationships with clients and internal teams
- Analytical mindset, problem-solving skills, and the ability to navigate complex challenges and drive solutions in a dynamic, fast-paced environment
What the job involves
- As the Director of Implementation Management, you will manage a global team responsible for leading customers through the onboarding process for Canoe products
- The onboarding process is a critical part of the customer journey and is the first step in achieving value from the Canoe solution
- You will mentor and grow the team to meet and exceed key performance metrics in the areas of customer experience, time to value, product adoption, and team productivity
- Leadership: Lead a team of Leaders, Project Managers, and Implementation Consultants in the planning, executing, and delivering implementation projects on time and within budget, ensuring adherence to project scope and objectives
- Client Engagement: Act as an executive sponsor on projects and collaborate closely with clients, Relationship Managers, sales teams, and internal stakeholders to understand client requirements, define project deliverables, and manage expectations throughout the project lifecycle
- Team Management: Mentor, coach, and develop the team providing guidance on project methodologies, best practices, and client relationship management
- Resource Allocation: Manage resource allocation, workload balancing, and capacity planning for the team to optimize project delivery efficiency and effectiveness
- Risk Management: Identify and mitigate project risks, escalate issues as needed, and proactively address challenges to ensure successful project outcomes and client satisfaction
- Process Improvement: Continuously assess and improve project management processes, tools, and methodologies to enhance efficiency, scalability, and quality of project delivery
- Stakeholder Communication: Facilitate effective communication and collaboration among cross-functional teams, senior leadership, and clients to drive alignment, transparency, and project success
- Performance Monitoring: Monitor project performance metrics, KPIs, and SLAs, provide regular status updates and reports to stakeholders, and drive accountability for project milestones and deliverables
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. Off of 2024's Series C funding, the company is further optimising and developing its product offerings.
Freddie
Company Specialist at Welcome to the Jungle
Insights
48% employee growth in 12 months
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 HQ
Canal Street, New York, NY
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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