Implementation Specialist

Canoe Intelligence

Implementation Specialist onboarding clients to Canoe Connect's technology for alternative investment workflows. Engage with clients and assist in optimizing authorization processes and document collection.

Posted 5/8/2026full-timeJacksonville • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Assist in the setup and configuration of authorization workflows, streamlining document collection, approval, and signature processes for clients.
Partner with the Implementation and Project Management teams to address technical challenges and make adjustments to ensure successful client implementation.
Assist clients in optimizing their document authorization workflows, including integration with platforms like DocuSign.
Serve as an SME on authorization workflows, integrating tools like Snowflake, JIRA, and Excel, and assist implementation team members with technical troubleshooting and optimization.
Continuously assess authorization workflows and propose improvements for better document handling, compliance processes, and integration within the Canoe Connect product offering.
Collaborate with other members of the implementation team to understand client requirements and configure authorization workflows that meet their needs.
Support the implementation team in developing training materials and resources for clients to facilitate smooth onboarding.

Requirements

What you’ll need

2-3 years in a client-facing implementation or specialist role, ideally within a SaaS or technology-driven environment.
Experience with authorization workflows and integrating document management systems, such as DocuSign, or other eSignature platforms (preferred but not required).
Familiarity with integrating tools like Salesforce, JIRA, Excel, and Snowflake into SaaS platforms.
Basic understanding of workflow automation, document management, and data integration.
Ability to identify inefficiencies in workflows and collaborate with internal team members to implement solutions.
Strong communication skills, with the ability to explain technical concepts to both internal teams and clients.
Bachelor's degree or equivalent experience.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

authorization workflowsworkflow automationdocument managementdata integration

Soft Skills

communication skillscollaborationproblem-solving

Certifications

Bachelor's degree