
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.
🕒 March 24
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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.
• Move beyond tactical module creation to design a long-term enablement strategy that aligns with Canoe's rapid scaling organization and revenue targets. • Own all programming and execution required to successfully build and launch enablement initiatives. • Finalize launch of our Learning Management System (LMS), establishing a rigorous formal certification framework to verify that every team member is a subject matter expert. • Create high-level playbooks for objection handling, market positioning, and competitive differentiators specifically tailored by client segment, region, and size. • Partner with Product, Sales Engineering, Marketing, and other functional leaders to build robust enablement programming. • Establish KPIs to measure the direct impact of enablement programs on sales cycle compression, win rates, and client retention. • Revamp onboarding process within our Learning Management System and uplevel existing onboarding to reduce ramp time amongst Commercial hires.
• Extensive knowledge of the alternative investments industry is required. • Proven track record of building enablement or instructional design programs from the ground up in a high-growth environment. • Expert-level skills in creating sophisticated, engaging training content for a highly technical audience. • Exceptional communication skills, with the ability to influence senior stakeholders and build strong cross-functional relationships. • A proactive problem solver who thrives in "0 to 1" situations and sets the highest standard for excellence. • Experience with enterprise-grade LMS platforms (specifically Highspot) and CRM tools
• Medical, dental, vision benefits • Unlimited PTO • 401(k) • Flexible work from home policy • Home office stipend + wifi reimbursement • Employee Assistance Program • Gym reimbursement • Education assistance • Parental Leave • Commuter benefits
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