Pay Range
Annually:
$70,000 - $90,000
No equity
Description
What You'll Do:
- 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
- Create and maintain project plans for each implementation
- 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 on the stage, status, and expected completion date of each of your client's implementation
- Travel may be required, up to 25%
What We're Looking For:
- Significant experience leading client onboarding and/or facilitating customer success through project management
- 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
- Must be able to work East Coast Hours
- 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
- CAPM or PMP certification preferred
What You'll Get:
- Medical, dental, vision benefits
- Flexible PTO
- 401(k)
- Flexible work from home policy
- Home office stipend + wifi reimbursement
- Employee Assistance Program
- Gym reimbursement
- Education assistance
- Parental Leave
- Commuter benefits
