Canoe Intelligence

Data Analyst

• Support Document Processing Workflows: Assist in the intake, review, and processing of LP documents (Capital Account Statements, PCAPs, Call/Distribution Notices), ensuring they move through the pipeline accurately and on time
• Monitor & Triage Exceptions: Review automated outputs, identify processing exceptions or anomalies, and escalate or resolve issues in coordination with senior operations staff
• Reconcile extraction data against source documents, manage conflicting data points, and maintain high standards across all client deliverables
• Be a Subject Matter Expert (SME) for private market data points
• Champion best practices, perform quality checks, and drive consistency across the team to foster a culture of excellence
• Perform analysis on data trends to inform our product and service offering
• Identify technology and process improvements to efficiently and effectively process data
• Help capture and organize process notes, workflow rules, and exception-handling procedures
• Work closely with Data, Product, and Engineering teams to communicate operational needs and contribute to product roadmap discussions
• Support delivery through onshore and offshore team structures, ensuring work is executed accurately and on schedule.

Data Analyst, Private Markets

Operations

• Own GP Relationships: Serve as the primary entry point for all documents and data into Canoe, processing a high daily volume of incoming files across shared inboxes and portals with speed and precision.
• Build and maintain relationships with GPs and LPs to facilitate seamless data integration and document reporting.
• Master the Ecosystem: Build deep institutional knowledge of investor portals—understanding exactly when they report and how they report.
• Drive Automation: Partner directly with our technology and product teams to bring forward ideas for automation, actively helping us transition from manual operations to fully automated solutions.
• Optimize Operations: Continuously identify bottlenecks and drive process improvements to create massive efficiencies in your day-to-day workflow.
• Reconcile & Troubleshoot: Investigate and resolve missing documents by comparing expected reporting dates against client expected deliverables to ensure zero gaps in data.

Data Operations Analyst

• Own the day-to-day execution of the asset data team and hold the quality bar at every level
• Develop analysts through hands-on coaching, markup reviews, and direct feedback on domain knowledge gaps
• Set standards and enforce them — you are accountable for every data point your team produces
• Build and maintain GP-level and asset-class-specific playbooks that enable consistent, scalable processing across the team
• Design comprehensive extraction rules for complex asset-level documents: portfolio company financials, operating metric reports, valuation statements, MOIC/IRR calculations, and multi-asset-class structures
• Codify financial concepts — valuation methodology nuances, cost basis adjustments, operating KPI definitions — into systematic rules that Product and Engineering can implement
• Serve as the final escalation point for asset data integrity

Data Operations Manager

• Build Canoe’s data operations organization across our Canoe Intelligence and Asset Data Operations businesses — define the team structure, hire the talent, and establish the operating model that scales with the business
• Own end-to-end outcomes: data extraction, validation, and delivery — you are accountable for accuracy, completeness, and timeliness at every step
• Recruit, develop, and retain a high-performing team with a mix of operations, data, and private markets expertise
• Optimize the balance between offshore, onshore, and automated processing capacity — with a clear view of improving agentic data operations quickly
• Define and own the operational metrics that matter: SLA performance, extraction accuracy, completeness rates, exception volumes, and cost per unit — and build the reporting infrastructure that makes them visible
• Design processes built for automation — every workflow you create should assume that AI handles more of it next week than it does today
• Drive measurable improvement in cost, quality, and cycle time quarter over quarter — and hold yourself to the same standard you set for the team
• Develop and enforce extraction standards across investor reporting, fund-level data, and underlying asset data document types
• Serve as the connective tissue between human expertise and AI — your team’s judgment directly informs how our models learn, and your operational design determines how far automation can reliably reach
• Build and maintain GP-level playbooks and extraction logic that can scale across every client invested in a fund, enabling the Canoe data standard
• Collaborate with Product, Engineering, and Client Experience to align core workflows with platform capabilities and client outcomes
• Partner with Client Operations as the operational authority — you will be in the room with clients when the conversation is about data quality, processing, and delivery

Director, Data Operations

Marketing

• Develop and oversee the overarching roadmap that positions Canoe as a thought leader in the alternative investment space.
• 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.
• Architect a strategy for capturing and promoting high-impact client and partner stories.
• Guide our media strategy by managing two PR agencies (US and London).
• Act as the final authority for brand applications across the website, sales collateral, and digital channels to ensure visual and verbal consistency.
• Manage Canoe’s corporate social presence and lead our internal advocacy program to empower employees as brand ambassadors.
• Optimize third-party vendor profiles (e.g., G2, industry directories) to ensure our market-facing data is accurate and compelling.
• 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.
• Consistently leverage AI tools to scale content production, sentiment analysis, and brand monitoring to increase operational efficiency.
• Manage a specialized roster of external talent, including PR agencies, graphic design consultants, and freelance content writers.

Director of Corporate Marketing

Account Manager

• 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

Support Account Manager

• Support client marketing content development, from idea generation through delivery across Canoe’s audience segments and buying stages (e.g., announcements, blogs, webinars, article placements, podcasts, and videos).
• Support the development of customer advocacy content (case studies, testimonials, webinars, event activations, speaker engagements).
• Help shape customer marketing narratives, demonstrating our Client-First value by simplifying clients' experiences and crafting stories that deliver value to all stakeholders.
• Coordinate with internal teams and clients to schedule interviews, prepare discussion guides, and move stories from initial conversation through final approval.
• Support partner marketing efforts for the Canoe Partner Program, including ecosystem storytelling, messaging, and co-branded assets.
• Develop partner-ready messaging kits, solution briefs, decks, demo narratives, and customer-facing content.
• Build strong working relationships across partner organizations.
• Serve as a key marketing point of contact for clients, partners, and internal client-facing teams.
• Contribute to the development of client and partner marketing playbooks with clear, structured execution standards.
• Collaborate with Implementation and Relationship Management teams to prioritize marketing campaigns for the right clients at the right time.
• Support Growth Marketing, Business Development, and Sales in cross-selling, referral pipeline goals, and ABM campaign development.
• Collaborate across the Commercial organization to identify, recruit, and nurture client champions, and guide internal teams on how to leverage the client story library.
• Track social proof activity and flag trends, make data-driven adjustments, and use insights to optimize strategies.

Client/Partner Marketing Associate

Product Manager

• Backlog Management: Own, prioritize and refine the product backlog for multiple teams
• Detailed Story Writing: Write exceptionally clear, concise, and detailed epic specs user stories and acceptance criteria for complex features
• Technical Alignment: Work closely with technical leads and architects to understand technical constraints
• Acceptance and Quality: Be the sole decision maker for accepting or rejecting product level enhancements
• Agile Team Facilitation: Partner with engineers to define clear, achievable goals
• Product Partnership: Work closely with Product Managers to understand strategy and bring enhancements to life from the ground up

Senior Product Owner

Account Executive

• Identify and target potential Nordic-based Institutional clients, including (but not limited to) Pension Funds, Asset Managers, Fund of Funds, Secondary Funds, Insurance companies etc
• 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

Account Executive, Institutions

• 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

Account Executive, Wealth Management

Data Engineer

• 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.

Full-stack Engineer

• 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

Senior Software Engineer, Full Stack

• 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

Financial Planning and Analysis

• Support and continuously improve the annual planning, quarterly forecasting, and long-range forecasting processes
• Build, maintain, and refine dynamic financial models
• Perform variance analysis versus plan, forecast, and prior periods; surface key trends, risks, and drivers for leadership review
• Assist with Board Presentation creation
• Produce monthly management and executive reporting packages, including KPI dashboards and concise written insights
• Track, analyze, and explain core SaaS metrics
• Partner closely with Accounting to ensure accurate actuals, clean close alignment, and consistent reporting inputs
• Analyze unit economics and cost drivers across customers, products, and teams to support pricing, resourcing, and investment decisions
• Support headcount planning and hiring forecasts in partnership with People and department leaders as the company scales
• Act as a finance partner to GTM, Product, and Operations teams to support performance tracking and decision-making
• Help department leaders manage budgets through spend analysis, forecast updates, and ROI evaluation
• Deliver ad hoc analyses and scenario models to support strategic decisions and leadership requests

FP&A Analyst

• Serve as the Designated Relationship Manager for a large volume of clients
• Proactively encourage client participation in webinars and community events
• Partner with the Implementations team for smooth transitions
• Conduct ad-hoc virtual meetings for client inquiries
• Act as a bridge between clients and Canoe Support and Product teams
• Identify opportunities for expansion and manage renewals