
51 - 200 employees
Founded 2017
💳 Fintech
☁️ SaaS
🤖 Artificial Intelligence
💰 $36M Series C - Canoe on 2024-07
Fintech • SaaS • Artificial Intelligence
Canoe Intelligence is a software company that provides purpose-built automation to streamline alternative investment workflows for institutional investors, asset servicers, capital allocators, and wealth managers. Its SaaS platform applies machine learning and automation to extract, normalize, and manage investment data, helping clients improve operational efficiency and reporting in the alternatives space. Canoe operates with distributed teams across New York, London, and Jacksonville and emphasizes client-focused B2B solutions, AI-driven product development, and automation for the finance industry.
🕒 May 29
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51 - 200 employees
Founded 2017
💳 Fintech
☁️ SaaS
🤖 Artificial Intelligence
💰 $36M Series C - Canoe on 2024-07
Fintech • SaaS • Artificial Intelligence
Canoe Intelligence is a software company that provides purpose-built automation to streamline alternative investment workflows for institutional investors, asset servicers, capital allocators, and wealth managers. Its SaaS platform applies machine learning and automation to extract, normalize, and manage investment data, helping clients improve operational efficiency and reporting in the alternatives space. Canoe operates with distributed teams across New York, London, and Jacksonville and emphasizes client-focused B2B solutions, AI-driven product development, and automation for the finance industry.
• Define, implement, and continuously optimize project management methodologies (e.g., Agile, Scrum, Kanban, hybrid) and best practices across the organization. • Oversee the entire project portfolio, ensuring alignment with strategic objectives, effective resource allocation, and clear prioritization. • Lead the team in driving the end-to-end planning, execution, monitoring, and closure of critical projects, ensuring on-time, within-budget, and in-scope delivery. • Recruit, mentor, and develop a high-performing team of Client Project Managers as the company scales. • Act as the primary liaison between technical, product, commercial, compliance, and executive teams, ensuring clear communication, expectation alignment, and proactive issue resolution. • Proactively identify, assess, and mitigate project risks and issues, escalating to executive leadership when necessary and developing contingency plans. • Establish and maintain robust reporting mechanisms to provide accurate and timely project status, progress, and performance metrics to all relevant stakeholders. • Ensure project management processes incorporate and adhere to relevant financial regulations, security protocols, and compliance requirements. • Champion a culture of continuous learning and process improvement within the PM function and across the organization.
• 5+ years of experience in SaaS implementations, with a preference for complex, enterprise clients and/or fintech environments • 3+ years of people management experience, including managing team members, handling escalations, and designing process structures that drive team success. • 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 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
Apply Now🕒 May 29
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