Client Success Intern at Canoe

| New York City, NY
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About this Job
COMPANY: Canoe
TITLE: Client Success Intern - Summer 2022
LOCATION: New York, NY (Can be fully remote)
 

COMPANY DESCRIPTION:

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.

 
RESPONSIBILITIES:
  • Managing client data on the Canoe web-based platform
  • Demonstrate an understanding of various investment vehicles and asset types within the alternative investments space
  • Support new client onboardings by demonstrating organization, communication, project management and execution skills
  • Identify and differentiate between a diverse array of investment types within the alternative investments space including Private Equity Funds, Hedge Funds, etc
  • Review documents received in various formats and standardize their processing
  • Help refine existing client management processes and documentation to drive successful long‐term partnerships, reduce on-boarding time, increase adoption, and enrich the client experience
  • Assist our team with ad‐hoc projects relating to client management, product development, and sales
 
PREFERRED SKILLS:
  • Integrity that adheres to and encourages high professional and personal standards
  • Outstanding communication skills and attention to detail
  • Execution and accountability driven mentality that takes pride in getting work done accurately in a timely and organized fashion
  • Intellectual curiosity, intelligence, and hunger to succeed in a cross functional role that requires a mix of technical, product, and business acumen
  • Ability to positively impact Canoe’s culture and effectively work in a team environment
  • Demonstrated passion for problem solving, a desire to help people, and a client‐centric focus
  • A progress-driven mentality with a drive for continual improvement
 
 
RECRUITMENT PROCESS:
  • Our candidate discovery process generally constitutes the following key milestones: 1 phone interview, and 1-2 video interviews. 
  • Canoe is not able to sponsor foreign nationals for a work visa at this time (No OPT extensions). However, if you are a foreign national who is authorized to work in the US, we encourage you to apply.
 
OUR PRINCIPLES:
  • Integrity that adheres to, and encourages, high professional and personal standards.
  • Execution and accountability-driven mentality that takes pride in getting the job done.
  • Intellectual curiosity, a mind for process and a drive for continual improvement.
  • Demonstrated passion for problem solving, a desire to help people and a client-centric focus.
  • A comfort level with both giving and receiving respectful constructive critical feedback. 
  • The ability to identify and articulate goals and measurements for your and others’ success.
 
 
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.
 
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Technology we use

  • Engineering
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • VueLibraries
    • AngularJSFrameworks
    • LaravelFrameworks
    • MySQLDatabases

An Insider's view of Canoe

How would you describe the company’s work-life balance?

Canoe provides a great work-life balance ratio for me. The times I have stayed up late working on a bit of code has been out of curiosity and excitement over trying something new rather than out of stress. I feel comfortable and safe logging off to relax, which keeps me from burning out. The various weekly team nights also provide a fun atmosphere.

Stanislav

Full Stack Developer

What does your typical day look like?

As a full stack developer at a startup like Canoe, my role is mainly to develop new and exciting features to enhance our platform. However, working at a startup requires putting on many different hats. Each day can be very different from the next, but I enjoy being able to get my hands dirty with many different projects.

Andy

Full Stack Developer

What makes someone successful on your team?

Members of Client Success are hyper-focused on client delight and possess intellectual curiosity. Clients hire Canoe to do a particular job and we get excited about exceeding those expectations. The problems our clients face are difficult and we get energized by digging deep and working across teams to solve them and present elegant solutions.

Mike

Director of Client Success

How do your team's ideas influence the company's direction?

Canoe is an incredibly collaborative and flat organization. New ideas and perspectives from our team are critical to the company’s continued growth and evolution and are valued deeply. At Canoe, the impact you have on the company’s trajectory is direct and tangible, and in my mind, that’s one of the things that makes Canoe so special.

Mike

Partner and Chief Revenue Officer

What does career growth look like on your team?

Canoe is very supportive of professional growth. Frequently, the more senior team members have helped identify projects that suit me and offer opportunities to take more ownership of my work and grow in my career.

Daniil

Senior Full Stack Developer

What are Canoe Perks + Benefits

Canoe Benefits Overview

At Canoe, we provide our team with a full benefits package, including medical, dental, vision, 401k, commuter benefits, gym/wellness reimbursements, and more. While the whole team is currently remote, our development team continues to conduct daily stand-ups to regularly touch base. We have monthly company-wide meetings, semi-annual Town Halls, and weekly virtual games for the team to hang out away from work.

Culture
Friends outside of work
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Diversity
Unconscious bias training
Diversity manifesto
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Canoe's Flexible Spending Account (FSA) helps employees cover out-of-pocket medical expenses with pre-tax contributions.
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Employee Stock Purchase Plan
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Happy Hours
Recreational Clubs
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and learns
Cross functional training encouraged
Promote from within
Continuing Education stipend
Canoe offers education reimbursement for all full-time employees of $1,000 annually.
Time allotted for learning
Online course subscriptions available
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