Client Project Manager
Posted on 3/28/2023
New York, NY, USA
Experience Level
Desired Skills
  • Familiarity and experience with Alternative Investments and the Investment Management Industry
  • Significant experience leading enterprise 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 with management consulting, business process outsourcing, or technology related professional services
  • New York Metro Area. Remote working acceptable with commensurate experience
  • 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
Canoe Intelligence

51-200 employees

AI investment data management
Company Overview
Canoe Intelligence's mission is 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.