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Serve as primary contact for a large portfolio of Core clients, drive product adoption and engagement, partner with Implementation, Support and Product to resolve issues, identify expansion opportunities, and manage renewals to protect and grow net dollar retention.

Design and deploy machine learning models for financial document processing, optimize large language models, collaborate with cross-functional teams, and guide junior peers in a fast-paced environment.

Lead GTM and Growth strategy across Institutional Investors, Wealth Managers, Family Offices, and Enterprise; build AI-driven, automated marketing and ABM workflows; manage Product Marketing and Growth teams; drive paid channel strategy, predictive analytics, and cross-functional collaboration to accelerate pipeline and global expansion.

Lead a data delivery engineering team as a contributing manager, balancing hands-on coding with people leadership. Own delivery pipelines, integrations, backlog prioritization, and communication with Product and stakeholders. Drive AI-assisted development adoption, ensure correctness of client-facing outputs, unblock engineers, and improve processes for reliable, timely data delivery across integrations and channels.

The Data Engineer will design and build scalable data systems, contribute to the architecture of the data platform, and collaborate with AI/ML engineers to enhance automation and intelligence in Canoe's systems.

The Head of Revenue Strategy will manage operations and readiness, optimize commercial teams, lead cross-functional initiatives, and design a tech stack for revenue operations.

Support asset-level data intake, validation, and exception triage for private markets. Ensure data quality and standardization, perform trend analysis to inform product and process improvements, coordinate onshore/offshore delivery, document operational logic, and collaborate with Product, Data, and Engineering teams to improve workflows and client reporting.

Drive new business within Wealth Management by prospecting single- and multi-family offices, building a sales pipeline, delivering presentations and demos, negotiating contracts, collaborating with internal teams for onboarding, and providing forecasts while tracking industry trends.

The Director of Data Operations will build and lead the data operations function, drive operational excellence, and integrate AI with human expertise for data extraction and reporting in a dynamic environment.

Lead strategic client relationships with institutional and wealth management clients to drive adoption, retention, expansion, and ROI. Collaborate cross-functionally, present business reviews to senior stakeholders, own renewals, and grow net dollar retention.