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About the Role

As a Support Account Manager, you will manage premier client inquiries, serve as a point of contact, and manage client expectations. You will act as a subject matter expert, educate clients on our technology, and contribute to business growth. This role requires strong organizational, problem-solving, and client management skills.

Responsibilities

• 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
• Handle 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 clients 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
• 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
• Conduct client trainings focused on foundational functionality and best practices

Requirements

• Client-centric with a genuine interest to deliver results for customers
• Enjoys working in a collaborative environment, sharing best practices, and supporting teammates
• Ability to handle multiple client cases simultaneously, easily shifting to address critical issues
• Analytical, data-driven self-starter that is detailed-oriented and resourceful
• Problem-solver who thrives in diving into details when required
• Client management and organizational skills
• Prior experience working in a client services environment, managing premier or enterprise clients
• Experience with Client Support tooling & reporting, such as Salesforce CRM, Helpjuice, Jira, Confluence
• Knowledge of alternative investments
• Prior experience with management consulting, business process outsourcing, or technology related professional services
• Enjoys leaning in on new initiatives, specifically AI initiatives that will propel the Canoe Support team into the future

Skills

• Client interaction
• Customer support
• Organizational skills
• Problem solving
• Client management
• Salesforce CRM
• Helpjuice
• Jira
• Confluence
• Alternative investments
• Management consulting
• Business process outsourcing
• Technology related professional services
• AI initiatives

Location

• Hybrid in New York
• Hybrid in Jacksonville

Work Type

• Hybrid

Experience Level

• Prior experience working in a client services environment
• Prior experience with management consulting, business process outsourcing, or technology related professional services
• Experience (including internships) with Client Support tooling & reporting
• Experience (including internships) with management consulting, business process outsourcing, or technology related professional services

Salary/Compensations

• $90,000-$110,000 + bonus and equity (based on NYC, will be adjusted for geo)

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. 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.

Equal Opportunity

• 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.