Marketing Operations Director, Canoe
$140-165k
+ Bonus
AI platform for alternative investments
Be an early applicant
AI platform for alternative investments
101-200 employees
Be an early applicant
$140-165k
+ Bonus
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
- 7+ years of marketing operations experience, with a proven track record of successfully implementing and managing marketing technology ecosystems, preferably in a B2B SaaS or fintech environment
- Deep expertise in marketing automation platforms (preferably HubSpot), CRM systems (preferably Salesforce), Oktopost (social media management), BrandLive (webinars and virtual events) and other marketing analytics tools
- Strong technical acumen with experience in owning the lifecycle of campaigns, including automation, lead routing, scoring models, and workflow design to optimize the marketing-to-sales handoff process
- Advanced knowledge of data management and hygiene practices, with the ability to establish and maintain data governance standards across marketing systems
- Experience in implementing and managing marketing attribution models, with the ability to create comprehensive reporting frameworks that demonstrate marketing ROI and campaign effectiveness
- Proven ability to document, standardize, and optimize marketing processes, creating scalable solutions that support rapid growth
- Experience in vendor evaluation, selection, and management for marketing technology solutions
- Strong analytical skills with the ability to translate complex data into actionable insights and recommendations for marketing strategy optimization
- Excellent project management capabilities, with experience in managing multiple concurrent initiatives while maintaining strong attention to detail
- Strategic mindset with the ability to balance immediate operational needs with long-term scalability requirements
- Strong collaborative skills with the ability to work effectively with both technical and non-technical stakeholders
- Experience utilizing sales enablement/automation tools (such as Apollo and HighSpot) is a plus
- Certification in relevant marketing automation platforms and demonstrated commitment to staying current with marketing technology trends and best practices
What the job involves
- As Marketing Operations Director at Canoe, your mission is to architect and optimize our marketing technology infrastructure, streamline campaign execution processes, and establish frameworks that enable our marketing teams to deliver maximum impact
- You will be the technical backbone of our marketing organization, responsible for implementing and managing marketing automation systems, standardizing workflows, and ensuring data-driven decision-making across all marketing initiatives
- This position will have a direct impact on marketing efficiency and effectiveness across all segments, requiring close collaboration with Corporate Marketing, Growth Marketing, Product Marketing, Revenue Operations, Sales, Business Development, and Channel Partnership teams to ensure seamless integration of marketing systems with our broader technology stack
- Optimize Marketing Technology Systems: Oversee the implementation, integration, and maintenance of Canoe’s marketing technology stack, ensuring alignment with the broader organizational tech ecosystem
- Streamline Campaign Processes: Develop and refine workflows to improve campaign execution efficiency, including automation, lead scoring, routing, and the marketing-to-sales handoff process
- Establish Data Governance: Implement and enforce best practices for data management and hygiene to ensure accuracy, consistency, and reliability across all marketing platforms
- Build Attribution and Reporting Models: Design comprehensive frameworks to measure campaign performance, marketing ROI, and support data-driven decision-making
- Standardize and Scale Operations: Create and document scalable processes that enhance operational efficiency and support Canoe’s rapid growth trajectory
- Collaborate Across Teams: Partner with cross-functional teams, including Sales, Revenue Operations, and Marketing, to align marketing operations with business objectives
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
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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