Canoe Intelligence

COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Commercial Enablement Director LOCATION: New York City (hybrid) SALARY: $140,000 - $155,000 + Bonus & Equity The Role: As the founding senior hire for Commercial Enablement, you will design and lead the overarching strategy and execution for Learning and Development across Canoe's Go-To-Market (GTM) organization. This is a high-impact leadership role focused on institutionalizing alternative investment domain expertise and driving measurable revenue growth through sophisticated process enablement. You won't just be managing a Learning Management system; you will be building a world-class engine that empowers our Sales and Client Success teams to excel in their roles. What You'll Do: - Strategic Enablement Roadmap: Move beyond tactical module creation to design a long-term enablement strategy that aligns with Canoe's rapid scaling organization and revenue targets. - Enablement Content Development & Execution: Own all programming and execution required to successfully build and launch enablement initiatives. - LMS Management: Finalize launch of our Learning Management System (LMS), establishing a rigorous formal certification framework to verify that every team member is a subject matter expert. - Advanced Sales & CS Playbooks: Create high-level playbooks for objection handling, market positioning, and competitive differentiators specifically tailored by client segment, region, and size. - Cross-Functional Leadership: Partner with Product, Sales Engineering, Marketing, and other functional leaders to build robust enablement programming. - Data-Driven Optimization: Establish KPIs to measure the direct impact of enablement programs on sales cycle compression, win rates, and client retention. - Onboarding Ownership: revamp onboarding process within our Learning Management System and uplevel existing onboarding to reduce ramp time amongst Commercial hires. What We're Looking For: - Deep Industry Expertise: Extensive knowledge of the alternative investments industry is required. You must understand the pain points of investment firms in managing their alternative investments. - Senior Leadership Experience: Proven track record of building enablement or instructional design programs from the ground up in a high-growth environment. - Instructional Design Mastery: Expert-level skills in creating sophisticated, engaging training content for a highly technical audience. - Executive Presence: Exceptional communication skills, with the ability to influence senior stakeholders and build strong cross-functional relationships. - Ownership Mindset: A proactive problem solver who thrives in "0 to 1" situations and sets the highest standard for excellence. - Tech Stack Proficiency: Experience with enterprise-grade LMS platforms (specifically Highspot) and CRM tools What You'll Get: - Medical, dental, vision benefits - Unlimited PTO - 401(k) - Flexible work from home policy - Home office stipend + wifi reimbursement - Employee Assistance Program - Gym reimbursement - Education assistance - Parental Leave - Commuter benefits What's The Process? - Our candidate discovery process generally constitutes the following key milestones: A Phone Interview and three rounds of video interviews. We also complete background checks and references prior to employment. Our 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 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Data Engineer LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $110,000 - $140,000 (based on NYC, will be adjusted for geo) The Role: We are seeking a Data Engineer to join our Data Engineering team. This team is building the data foundations of Canoe's industry-leading Alts Data Platform, and will play a critical role in its growth and expansion of offerings over the coming years. You will play a key role in designing and building scalable, reliable, and maintainable data systems, contributing to the architecture and development of our data platform, and helping define the Data Engineering team's future direction. What You'll Do: - Contribute to the design and development of our Data platform. - Work closely with AI / ML Engineers to build intelligence and automation into all Canoe systems. - Design and implement data models, data pipelines, and data architectures in support of new Canoe product offerings. - Participate in cross-functional teams as Data Engineering's representative. - Build observable systems and be an organization leader in operational excellence. What We're Looking For: - Minimum 5 years of experience in software development, with at least two in a Data Engineering role - Experience with SQL Databases and relational data modeling. - Experience working with data at scale. - A strong sense of ownership and accountability. - Curiosity and a willingness to learn new technologies. - Great communication skills. - A history of working well with technical and non-technical stakeholders. - Bachelor's degree in Computer Science, Engineering, or a related field (or equivalent experience). - Experience with our core technologies: Kafka(preferred), PostgreSQL or similar relational database, AWS or similar cloud service, Snowflake or redshift , Dbt (preferred), Airflow or similar orchestration tool. What You'll Get: - Medical, dental, vision benefits - Flexible PTO - 401(k) - Flexible work from home policy - Home office stipend - Employee Assistance Program - Gym/Wifi reimbursement - Education assistance - Parental Leave - Our 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 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Director of Corporate Marketing LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $145,000 - $175,000 The Role: As the Director of Corporate Marketing at Canoe Intelligence, you are the architect of our global brand identity and the lead strategist for our voice in the market. Reporting directly to the VP of Marketing, you will elevate Canoe's presence by overseeing our content ecosystem, global media relations, and brand integrity. This is a high-impact leadership role for a strategist who excels at execution. You will define our global narrative and ensure that every LinkedIn post, press release, and website update meets our standard of excellence. Serving as the primary steward for the Canoe brand, you will ensure a unified experience for our clients and prospects across all marketing and sales touchpoints. What You'll Do: - Global Narrative & Content Strategy: Develop and oversee the overarching roadmap that positions Canoe as a thought leader in the alternative investment space. - Revenue Team Alignment: Partner closely with Sales, Relationship Management (RM), and Business Development to extract market insights and "front-line" feedback to ensure our content strategy addresses real-world client pain points. - Ecosystem Storytelling: Architect a strategy for capturing and promoting high-impact client and partner stories. Collaborate with the Relationship Management and Partnerships teams to transform successful implementations and joint ventures into compelling case studies, webinars, and co-branded content. - Media & PR Management: Guide our media strategy by managing two PR agencies (US and London). You will be the primary point of contact for external communications and global press opportunities. - Brand Stewardship: Act as the final authority for brand applications across the website, sales collateral, and digital channels to ensure visual and verbal consistency. - Social Media & Advocacy: Manage Canoe's corporate social presence and lead our internal advocacy program to empower employees as brand ambassadors. - External Profile Management: Optimize third-party vendor profiles (e.g., G2, industry directories) to ensure our market-facing data is accurate and compelling. - Cross-Functional Partnership: Collaborate with the Directors of GTM, Product Marketing, and EMEA Marketing to provide the high-quality content and creative direction required to drive global pipeline. - AI-Enabled Execution: Consistently leverage AI tools to scale content production, sentiment analysis, and brand monitoring to increase operational efficiency. - Vendor Leadership: Manage a specialized roster of external talent, including PR agencies, graphic design consultants, and freelance content writers. What We're Looking For: - Industry Expertise: A minimum of 8+ years of marketing experience within Alternative Investments, FinTech, or Financial Services is required. You must understand the complexity of the private markets and the nuances of our audience. - Strategic Execution: A proven track record of moving from high-level brand strategy to tactical delivery without the need for a large internal team. - Sales & RM Fluency: Experience collaborating with revenue-facing teams to translate technical product value into compelling, high-impact stories, with a proven ability to interview clients and partners to extract and articulate value-driven narratives. - Media Savvy: Experience managing external agencies and a strong understanding of how to build relationships with financial and tech trade publications. - Brand Authority: A keen eye for design and a mastery of copywriting and editing. You should have a high bar for what constitutes "excellent" work. - AI Literacy: Practical experience using AI to work smarter-whether for research, content drafting, or workflow automation. - Collaborative Leadership: The ability to influence and partner with peer Directors to ensure global brand alignment. What You'll Get: - Medical, dental, vision benefits - Flexible PTO - 401(k) - Flexible work from home policy - Home office stipend - Employee Assistance Program - Gym/Wifi reimbursement - Education assistance - Parental Leave Our 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 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Support Account Manager LOCATION: Jacksonville/New York/Remote The Role: If you love client interaction and supporting customer needs on a day to day basis, we’re looking for you. As a Support Account Manager, you’ll be working alongside the Client Support team to manage some of Canoe’s premier client inquiries, act as a point of contact, and manage client’s expectations. In this role, you’ll have the unique opportunity to act as a subject matter expert, educate premier clients on our breakthrough technology, and build Canoe’s business alongside our growing team. This role will require strong organizational, problem solving, and client management skills. This role reports into the Sr. Manager of Client Support. What You’ll Do: - Be a Canoe product expert and understand how Canoe’s proprietary machine learning technology adds value to our clients workflows - Be first line of contact for Canoe’s premier customers, answering cases related to how-to’s, troubleshooting, and training - Schedule and attend recurring meetings with premier clients to discuss open support cases, product releases and other client concerns - Attend quarterly client management review meetings to discuss overall Support matters specific to the client - Infrequent ad-hoc requests that may involve coordinating Support outside of normal business hours - Track and manage client specific metrics, reviewing for key trends - Manage client effectively by setting client expectations when required - Act as an internal and client advocate for sensitive issues raised by premier clients - Work cross-functionally with Canoe teams to solve client inquiries (i.e. the case) - Respond to client inquiries in a consistent, concise and timely manner - Collaborate with Canoe’s Product team to relay ideas/feedback and track the resolution of reported bugs - Coordinate with Canoe’s Data Operations Team to absorb client feedback into Canoe’s technology to positively impact future systematic collection of data - Facilitate enhanced client experience by contributing videos and articles to Canoe’s Knowledge Base - Conduct client trainings focused on foundational functionality and best practices What We’re Looking For: Required: - Client-centric; a genuine interest to deliver results for customers - Enjoys working in a collaborative environment, sharing best practices, and supporting teammates - Ability to handle multiple client cases simultaneously, easily shifting to address critical issues - Analytical, data-driven self-starter that is detailed-oriented and resourceful - Problem-solver who thrives in diving into details when required - Client management and organizational skills - Prior experience working in a client services environment, managing premier or enterprise clients - Experience (including internships) with Client Support tooling & reporting, such as Salesforce CRM, Helpjuice, Jira, Confluence - Knowledge of alternative investments - Prior experience (including internships) with management consulting, business process outsourcing, or technology related professional services - Someone that enjoys leaning in on new initiatives; specifically AI initiatives that will propel the Canoe Support team into the future Preferred: - Jacksonville or New York Metro Area. Remote working acceptable with commensurate experience What You’ll Get: - Access to benefits, including medical, dental, vision, & commuter benefits - 401K - Employee Assistance Program - Flexible PTO - Gym/wifi reimbursement - Education reimbursement What’s The Process? - Our candidate discovery process generally constitutes the following key milestones: Phone Interview(s), Video Interview(s), Review of Work Product, and Small Project/Case Study/Presentation. Our 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 Who We Are: Canoe is redefining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

• Identify and target potential DACH based Institutional and Wealth clients • Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities • Conduct thorough research to understand the needs, pain points, and priorities of prospective clients • Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions • Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process • Negotiate contract terms and pricing agreements to drive successful deal closures • Provide accurate sales forecasts and reports to the sales management team • Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector

• Contribute to the design and development of our Data platform. • Work closely with AI / ML Engineers to build intelligence and automation into all Canoe systems. • Design and implement data models, data pipelines, and data architectures in support of new Canoe product offerings. • Participate in cross-functional teams as Data Engineering’s representative. • Build observable systems and be an organization leader in operational excellence.

COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Senior Product Owner LOCATION: Hybrid in New York or Jacksonville, or remote within the US SALARY: $120,000 - $155,000 (based on NYC, will be adjusted for geo) The Role: We're looking for a highly skilled and experienced Senior Product Owner to serve as the execution leader for critical projects, product level enhancements, and defect remediation. This role demands mastery of Agile practices, exceptional backlog management, and the ability to drive multiple dedicated development teams toward timely, high-quality delivery. You will be the tactical powerhouse ensuring our product vision is translated into working software. The Senior Product Owner is the definitive authority on the day-to-day execution of the development process. You will focus intensely on maximizing the flow of value delivered by the development teams, managing cross-team dependencies, and ensuring technical details and acceptance criteria are flawless. What You'll Do: - Backlog Management - Own, prioritize and refine the product backlog for multiple teams, ensuring items are clearly defined, detailed, and ordered to maximize business value. - Detailed Story Writing - Write exceptionally clear, concise, and detailed epic specs user stories and acceptance criteria for complex features, leaving no ambiguity for the development teams. - Technical Alignment - Work closely with technical leads and architects to understand technical constraints, resource requirements, and prioritization of features against technical debt. - Acceptance and Quality - Be the sole decision maker for accepting or rejecting product level enhancements, holding the team accountable for meeting the definition of done and high-quality standard before any release. - Agile Team Facilitation - Partner with engineers to define clear, achievable goals and lead all key ceremonies to maintain team focus, momentum, and alignment. - Monitor key metrics and work with team to continuously identify and remove execution impediments and bottlenecks. - Product Partnership - Work closely with Product Managers to understand strategy and bring enhancements to life from the ground up. What We're Looking For: - 6-10 years of dedicated experience as a Product Owner in a fast-paced, high-execution environment, specifically managing complex software products. - Master-level understanding and practical application of Agile/Scrum principles; proven ability to drive a team's day-to-day execution effectively. - Exceptional attention to detail in writing User Stories and Acceptance Criteria; a demonstrated obsession with quality and clear documentation. - Strong background or foundational knowledge in software development processes, system integrations, and data flows to effectively guide technical decision-making. - Proven ability to communicate technical details and complex trade-offs clearly and precisely to engineering teams. - Certified Scrum Product Owner (CSPO) or Professional Scrum Product Owner (PSPO) certification is highly preferred. What You'll Get: - Medical, dental, vision benefits - Flexible PTO - 401(k) - Flexible work from home policy - Home office stipend - Employee Assistance Program - Gym/Wifi reimbursement - Education assistance - Parental Leave Our 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 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

• Identify and target potential clients • Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities • Conduct thorough research to understand the needs, pain points, and priorities of prospective clients • Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions • Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process • Negotiate contract terms and pricing agreements to drive successful deal closures • Provide accurate sales forecasts and reports to the sales management team • Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector

• Design and develop high quality code • Participate in cross functional and project leadership • Ship mission-critical products and features • Develop and support high quality and modern software using Vue, Typescript, Kafka, PHP, Laravel, MySQL and PostgreSQL • Own features end-to-end from technical design through deployment and production support • Translate business requirements into technical designs • Seamlessly integrate new solutions into Canoe’s distributed architecture • Review and provide constructive feedback on technical designs and code • Lead and support project teams responsible for delivering high quality products