Manager, Data Operations - Quality & Training

Posted Yesterday
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New York City, NY
Hybrid
135K-150K Annually
Senior level
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
First-of-its kind AI technology powering the future of alternative investments
The Role
The role involves managing offshore teams in data operations, focusing on training, quality assurance, and process improvement, while fostering a collaborative culture.
Summary Generated by Built In
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Manager, Data Operations - Quality & Training
LOCATION: New York City (hybrid) or Fully Remote in the United States
SALARY: $135,000 - $150,000 + Bonus & Equity (based on NYC, will be adjusted for geo)
The Role:
We are looking for a hands-on manager who is passionate about training, mentorship, and building high-performing remote teams. This role is not about sending emails to a vendor; it is about getting on a plane, sitting side-by-side with our offshore partners, and teaching them our business from the ground up.
You will drive the quality of our data by turning our offshore team into true masters of data extraction. You will build the SOPs, run the training sessions, and audit the work to ensure they meet the Canoe Standard.
What You'll Do:
  • Global Training & Mentorship: Travel frequently to vendor sites to conduct deep-dive training sessions. You will teach them top-to-bottom everything we do, from basic data entry to complex capital call logic.
  • Vendor QC (The Shield): Audit the vendor's work at the row level. You don't just read reports; you open the files to see if the vendor is adhering to quality standards.
  • SOP & Process Improvement: materially improve our Standard Operating Procedures (SOPs). You will observe where the vendor struggles and rewrite our documentation to close the gap.
  • Stabilization & Transition: Enforce strict standards on legacy teams while leading the transition to higher-quality partners.
  • Cultural Bridge: Act as the primary link between the Onshore and Offshore teams, ensuring the "One Canoe" culture extends across the ocean.

What We're Looking For:
  • 5+ years of experience managing BPO (Business Process Outsourcing) or offshore teams, preferably in data entry or financial services.
  • Passion for Teaching: You love explaining complex concepts and watching people "get it." You are patient, clear, and engaging.
  • Willingness to Travel: This role requires significant time on-site with our partners (e.g., India, Philippines, or Nearshore locations).
  • Detail Obsessed: You are capable of spotting a single digit error in a spreadsheet of thousands of rows.
  • Process Writer: You are excellent at writing clear, impossible-to-misunderstand instructions and training manuals.

What You'll Get:
  • 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

Our Values:
  • Client First -> Listen, and deliver client-centric solutions
  • Be An Owner -> Take initiative, improve situations, drive positive outcomes
  • Excellence -> Always set the highest standard for yourself and others
  • Win Together -> 1 + 1 = 3

Who We Are:
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.
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.

Top Skills

Data Extraction Technologies
Data Management Technologies

What the Team is Saying

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The Company
HQ: New York, NY
180 Employees
Year Founded: 2017

What We Do

Canoe offers first-of-its kind AI technology powering the future of alternative investments.

Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business.

Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows, institutional investors, wealth managers, and general partners are seeing dramatic improvements in data accuracy and access, team efficiency, and client satisfaction.

Why Work With Us

At Canoe, we look for people who are open-minded, willing to roll up their sleeves, and constantly ask questions. We believe that diverse backgrounds and perspectives foster conversation and innovation, and collaborate to make each other better. Canoe's success is intertwined with each individual's success, which is why we focus on the team.

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Canoe Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Depending on role, employees may be hybrid in-office in NYC, London, or Jacksonville, or fully remote.

Typical time on-site: Flexible
HQNew York, NY
Jacksonville, FL
London, GB
Learn more

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