Client Support Analyst, Canoe

$60-76k

Salary applicable to candidates based in NY

Salesforce
JIRA
Confluence
Entry and Junior level
New York
Canoe

AI platform for alternative investments

Job no longer available

Canoe

AI platform for alternative investments

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

Job no longer available

$60-76k

Salary applicable to candidates based in NY

Salesforce
JIRA
Confluence
Entry and Junior level
New York

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

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

  • Client-centric; a genuine interest to deliver results for customers
  • Enjoys working in a collaborative environment, sharing best practices, and supporting teammates
  • Analytical, data-driven self-starter that is detail-oriented and resourceful
  • Problem-solver who thrives in diving into details when required

Desirable

  • 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

What the job involves

  • As a Support Analyst, you’ll be working alongside the Client Support team to manage client inquiries and act as a point of contact for client requests.
  • In this role, you’ll have the unique opportunity to act as a subject matter expert, educate clients on our breakthrough technology, and build Canoe’s business alongside our growing team
  • Become 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 production customer base, answering cases related to how-to’s, troubleshooting, and training
  • 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

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. The company is currently focused on accelerating expansion into European markets, growing its team, and further optimisation and development of its product offerings.

Freddie headshot

Freddie

Company Specialist

Insights

Top investors

Few candidates hear
back within 2 weeks

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 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

Leadership

Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.

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