Sr. Manager, Implementations

COMPANY: Canoe Intelligence

WEBSITE :

TITLE: Sr. Manager, Implementations

LOCATION: Hybrid in New York City, NY, or Jacksonville, FL.

SALARY : $140,000 - $165,000 base salary, + bonus and stock options (based on NYC, will be adjusted for geo)

The Role:

As we scale, we are seeking a Sr. Manager of Implementations. This role will lead a team of Project Managers that onboard new clients onto the Canoe Intelligence platform. This role is pivotal in ensuring a high quality onboarding experience as well as help drive customer value realization.

In this role, you will be responsible for the performance, development, and success of your team. Your leadership will be key in driving both client satisfaction and team effectiveness. You will guide your team to execute standard, repeatable processes that adhere to the high quality delivery of the Canoe platform.

What You’ll Do:
This role has two key components:
1) Drive Team Success

• Lead and Develop Your Team : Manage, mentor, and inspire a team, providing guidance, support, and opportunities for professional growth.
  
• Team Accountability: Maintain awareness across your team portfolio to ensure all projects are adhering to timeline, scope, and risk mitigation standards per our internal SOP and client SOW.
  
• Foster a Collaborative Environment: Promote a culture of continuous improvement by encouraging knowledge sharing, best practices, and collaboration within the team.
  
• Monitor and Enhance Team Performance: Regularly audit team interactions, project statuses, and client communications, providing constructive feedback and coaching to elevate team performance.
  
• Engage in Strategic Client Interactions: Join strategic and enterprise-level client calls to provide additional support and reinforce Canoe’s commitment to client success.

2) Drive Client Results

• Client Implementation Leadership: Oversee and guide your team in leading clients through their Canoe implementations, including technology configuration, data connectivity, and integration processes.
  
• Be a hands-on Leader: Act as the lead on strategic projects and Executive Sponsor on others.
  
• Expertise in Technology: Develop deep expertise in Canoe's technology offering, ensuring both you and your team can effectively drive client value through successful implementations.
  
• Project Management Excellence : Ensure that your team maintains high standards in project planning and execution, including regular communication with clients and internal stakeholders, and meticulous tracking of project progress.
  
• Client Relationship Management: Support your team in maintaining ongoing dialogue with Canoe's Relationship Management team, ensuring a seamless client experience from onboarding through to long-term adoption.

What We’re Looking For:

• 5+ years of experience in SaaS implementations, with a preference for complex, enterprise clients.
• 3+ years of people management experience, including managing team members, handling escalations, and designing process structures that drive team success.
• Experience in Fintech, Alts, back-office environments
• Strong leadership and mentorship skills, with a proven track record of developing high-performing teams.
• Technical aptitude, with the ability to understand and explain complex technology solutions to both team members and clients.
• Excellent communication skills, both verbal and written, with the ability to influence and inspire.
• Expertise in project management, change management, and expectation management.
• Analytical, data-driven, and detail-oriented, with a proactive approach to solving problems and driving results.
• Client-centric mindset, with a genuine passion for delivering exceptional value to customers.
• A collaborative spirit, with a desire to work in a team-oriented environment that values continuous improvement.
• Comfortable with some occasional travel to client sites (up to 25%)

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.