WEBSITE: https://canoeintelligence.com/
TITLE: Sr. Project Manager (Enterprise)
LOCATION: Jacksonville, FL or New York City (hybrid)
SALARY: $115,000 - $135,000 base salary + bonus and equity (based on Jacksonville, will be adjusted for geo)
The Role:
As a Senior Project Manager, you will lead large, enterprise software implementation projects. You will collaborate as a senior member of the Client Operations team to oversee and drive product implementations of the Canoe platform. Your goal is to demonstrate Canoe's value and guide clients to receive maximum value realization. This will include creating, executing, and managing project plans, schedules, budgets, allocations and a project team delivering value based services to drive their successful adoption of Canoe's technology. Prior experience running large enterprise level projects as part of a Fintech vendor managing budget, schedule and stakeholder management is required.
What You'll Do:
- Planning and execution: Create and implement project plans, managing resources, and ensuring projects are completed on time and within budget
- Leadership: Mentor team members, and providing direction and support to the team while managing project teams
- Communication: Proactively communicate with stakeholders, sponsors, and project teams, and establish clear communication with clients, team members, and senior leadership
- Project management: Working on multiple projects simultaneously, and being able to balance and prioritize multiple projects and priorities
- Teamwork: Be a team player who can effectively interact with staff and management at all levels
- Risk assessment: Assess risks and develop/maintain plans for mitigation
- Quality control: Ensure quality control of project tasks
- Documentation: Document project artifacts (BRD, RAID, Workflow Diagrams, etc.,)
- Reporting: Provide regular project status updates and project reporting and feedback to the team, leadership and client stakeholders.
What We're Looking For:
- 5+ years experience leading large, enterprise client implementations as a software vendor working with financial institutions.
- Analytical, data-driven, detail oriented, and resourceful
- Expert communication skills with the ability to communicate at an executive level.
- Ownership across a portfolio of deliverables and relationships
- Client-centric; a genuine interest to deliver results for customers
- Enjoys working in a collaborative environment, sharing best practices, and supporting teammates
- Familiarity and experience with Financial Technology (Alts experience preferred)
- Bachelor's Degree preferred
- CSM, PMP or Prince2 certification preferred
- Must reside in either the NYC metro area or Jacksonville, FL
- Travel may be required, up to 25%
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
What the Team is Saying
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.
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