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About the Role

Canoe Intelligence is redefining how institutional investors manage alternative investment data and is scaling fast. This role owns the systems, processes, and programs for commercial teams to operate efficiently, leveraging AI. It is a high-impact, high-visibility position reporting to the CRO, focusing on strategy and execution. The role involves architecting future solutions, from forecasting to onboarding and competitive intelligence, ensuring all sales, marketing, and client success motions are instrumented, repeatable, and scalable. This position leads a team of 3+ operations and enablement professionals.

Responsibilities

Translate revenue strategy into executable operating plans with defined milestones, owners, and success metrics.
Lead product launches and cross-functional initiatives across Sales, Marketing, Product Management, and Client Success.
Build closed-loop measurement systems for GTM investment tracking.
Serve as an analytical thought partner to the CRO, identifying risks, surfacing insights, and synthesizing data for decisions.
Design and own the commercial tech stack, including CRM governance, data hygiene standards, and tooling strategy.
Refine forecasting infrastructure for real-time visibility into pipeline health, coverage ratios, and revenue predictability.
Define and instrument leading and lagging KPIs for pipeline generation, conversion rates, deal velocity, and retention.
Drive territory design, quota setting, and capacity planning with Finance and Sales leadership.
Own the weekly operating cadence, including pipeline reviews, forecast calls, and QBR infrastructure.
Refine and run a world-class onboarding program for new AEs to achieve first deal in under 60 days.
Develop and maintain sales playbooks, talk tracks, competitive battle cards, and objection handling frameworks.
Own content and tools supporting every stage of the deal cycle.
Partner with Marketing to ensure sales has appropriate assets and clear feedback loops.
Measure ROI of readiness programs and iterate based on rep performance.

Requirements

8+ years of progressive RevOps and Sales Readiness experience at a high-growth B2B SaaS or fintech company.
Track record of building processes, programs, and systems that demonstrably improved commercial performance.
Experience in financial services, alternatives, or fintech is a meaningful plus.

Skills

Deep Claude and CRM expertise, including advanced reporting, pipeline architecture, and systems integration.
Strong analytical capabilities to build forecast models and QBR decks.
Excellent cross-functional capabilities to align Finance, Marketing, Product Management, Client Success, and Sales around a commercial plan.
Clear executive communication skills.

Location

New York City

Work Type

Hybrid

Experience Level

8+ years of progressive RevOps and Sales Readiness experience

Salary/Compensations

$180,000 - $210,000 + bonus & equity

Benefits

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

About the Company

Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms, and wealth managers.
Canoe's technology automates manual workflows related to alternative investment document and data management, extraction, and delivery.
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.

Equal Opportunity

Canoe is an equal opportunity employer.
Employment decisions are based on merit, competence, performance, and business needs.
No discrimination based on 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.