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About the Role

Canoe Intelligence is seeking a skilled Implementation Consultant to onboard clients to their cutting-edge Alternative Investments technology. This client-facing role ensures successful implementation and adoption of the Canoe Connect product by engaging with clients, optimizing their platform use, and guiding them through setup and best practices. You will also act as a Subject Matter Expert (SME) for internal tools and client needs, driving efficiency and value realization.

Responsibilities

Engage with clients, particularly enterprise-level clients, to understand their specific needs and business processes related to Connect.
Advise on best practices for configuring the platform to align with operational goals and ensure a smooth onboarding experience.
Lead the setup and configuration of the Connect product, ensuring the solution meets client requirements and provides operational efficiencies.
Guide clients through upstream data connectivity and initial training to optimize their workflows.
Serve as an SME on Canoe Connect and related tools like Snowflake, JIRA, Excel, Canoe Platform, Dashboards, and Salesforce.
Troubleshoot technical issues, help clients navigate integrations, and ensure smooth setup execution.
Identify opportunities for process optimization during onboarding and platform configuration.
Propose enhancements to streamline workflows, improve efficiency, and reduce friction for clients.
Contribute to internal teams to refine implementation methodologies and tools for future client success.
Oversee multiple client implementations, tracking progress and adjusting project tasks with the primary project manager as necessary to meet deadlines and deliverables.
Conduct regular project health checks and communicate updates to primary project managers and stakeholders.
Proactively build and maintain strong relationships with clients and their fund managers.
Ensure clients receive maximum value from the platform.
Gather feedback from clients post-implementation to measure satisfaction and identify areas for improvement.
Collaborate with internal teams to refine implementation processes and enhance the overall client experience.

Requirements

3+ years in a client-facing implementation or consulting role, ideally within a SaaS or technology-driven environment.
Proven experience working with enterprise-level clients and navigating large-scale implementations.
Experience working with Investor Relations (IR) teams in the alternative investments sector.
Proficient in configuring and integrating tools like Salesforce, JIRA, Excel and Snowflake with SaaS platforms.
Strong understanding of data management, analytics, and platform integration.
Experience in managing projects from start to finish.
Familiarity with project management methodologies (e.g., Agile, Waterfall) and tools such as Asana.
Ability to identify inefficiencies and propose actionable solutions that improve outcomes for both clients and the organization.
Strong interpersonal and communication skills with the ability to explain complex technical concepts to non-technical stakeholders.
Experience working cross-functionally with internal teams such as Sales, Product, Development, and Customer Success to ensure alignment on client goals.
Bachelor’s degree or equivalent experience.
Familiarity with authorization workflows and integrating document management systems (e.g., DocuSign, other eSignature platforms).
Prior experience as a Subject Matter Expert (SME) on financial data workflows or related technologies.

Skills

SaaS
Technology
Salesforce
JIRA
Excel
Snowflake
Data Management
Analytics
Platform Integration
Agile
Waterfall
Asana
Communication
Collaboration
DocuSign
eSignature platforms

Location

Hybrid in London, UK

Work Type

Hybrid
Full-time

Experience Level

3+ years

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

55,000-65,000 GBP base salary + bonus and equity

Benefits

Stipend for benefits, including medical, dental, & vision benefits
Flexible PTO
Pension contribution
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

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.