Canoe Intelligence · 1 month ago
Client Support Analyst
Canoe Intelligence is reimagining alternative investment data processes for leading institutional investors. As a Client Support Analyst, you will manage client inquiries, educate clients on Canoe's technology, and collaborate with various teams to enhance client experience and streamline processes.
AnalyticsArtificial Intelligence (AI)Big DataBusiness IntelligenceData ManagementFinTechMachine LearningSaaS
Responsibilities
Become 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 production customer base, answering cases related to how-to’s, troubleshooting, and training
Work cross-functionally with Canoe teams to solve client inquiries and streamline processes
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 Team to absorb client feedback into Canoe’s technology to positively impact future systematic collection of data
Facilitate enhanced client experience by contributing videos and articles to Canoe’s Help Center
Conduct client trainings focused on foundational functionality and best practices
Qualification
Required
Client-centric; a genuine interest to deliver results for customers
Enjoys working in a collaborative environment, sharing best practices, and supporting teammates
Analytical, data-driven self-starter that is detailed-oriented and resourceful
Problem-solver who thrives in diving into details when required
Technically Proficient; able to troubleshoot technical issues and relay technical information in a digestible manner
Someone that enjoys leaning in on new initiatives; specifically AI initiatives that will propel the Canoe Support team into the future
Preferred
Experience (including internships) with Client Support tooling & reporting, such as Zendesk, Salesforce CRM, Jira, Confluence, Snowflake, Datadog
Knowledge of alternative investments
Prior experience (including internships) with management consulting, business process outsourcing, or technology related professional services
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
Company
Canoe Intelligence
Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives.
Funding
Current Stage
Growth StageTotal Funding
$61MKey Investors
Goldman Sachs Asset ManagementF-PrimeThe Carlyle Group
2024-07-09Series C· $36M
2023-02-08Series B· $25M
2021-09-09Series A
Recent News
Private Funds CFO
2025-09-24
Company data provided by crunchbase