The Client Support Analyst role involves managing client inquiries, educating clients on technology, and collaborating with internal teams to enhance client experience and streamline processes.
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Support Analyst
LOCATION: Hybrid in Jacksonville, FL
SALARY: $70,000 - $80,000 + bonus and equity
The Role:
As a Support Analyst, you'll be working alongside the Client Support team to manage client inquiries and act as a point of contact for client requests. In this role, you'll have the unique opportunity to act as a subject matter expert, educate clients on our breakthrough technology, and build Canoe's business alongside our growing team.
What You'll Do:
What We're Looking For:
Required
Preferred
What You'll Get:
Our Values:
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.
WEBSITE: https://canoeintelligence.com/
TITLE: Support Analyst
LOCATION: Hybrid in Jacksonville, FL
SALARY: $70,000 - $80,000 + bonus and equity
The Role:
As a Support Analyst, you'll be working alongside the Client Support team to manage client inquiries and act as a point of contact for client requests. In this role, you'll have the unique opportunity to act as a subject matter expert, educate clients on our breakthrough technology, and build Canoe's business alongside our growing team.
What You'll Do:
- Become a Canoe product expert and understand how Canoe's proprietary machine learning technology adds value to our clients workflows
- Be first line of contact for Canoe's production customer base, answering cases related to how-to's, troubleshooting, and training
- Work cross-functionally with Canoe teams to solve client inquiries and streamline processes
- Respond to client inquiries in a consistent, concise and timely manner
- Collaborate with Canoe's Product team to relay ideas/feedback and track the resolution of reported bugs
- Coordinate with Canoe's Data Team to absorb client feedback into Canoe's technology to positively impact future systematic collection of data
- Facilitate enhanced client experience by contributing to maintenance of the Canoe Help Center
- Conduct client trainings focused on foundational functionality and best practices
- Contribute to Support roadmap project items concerning AI adoption and workflow optimization
What We're Looking For:
Required
- Client-centric; a genuine interest to deliver results for customers
- Enjoys working in a collaborative environment, sharing best practices, and supporting teammates
- Analytical, data-driven self-starter that is detailed-oriented and resourceful
- Problem-solver who thrives in diving into details when required
- Technically Proficient; able to troubleshoot technical issues and relay technical information in a digestible manner
- Someone that enjoys leaning in on new initiatives; specifically AI initiatives that will propel the Canoe Support team into the future
Preferred
- Experience (including internships) with Client Support tooling & reporting, such as Zendesk, Salesforce CRM, Jira, Confluence, Snowflake, Datadog
- Experience streamlining workflows with the use of AI tooling
- Knowledge of alternative investments
- Prior experience (including internships) with management consulting, business process outsourcing, or technology related professional services
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.
Similar Jobs at Canoe
.png)
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
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.
Top Skills:
CRMHighspotOutreachZoom Info
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
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.
Top Skills:
Data PlatformsExcelSQL
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
The Senior Product Owner leads agile teams in managing product backlogs, writing detailed user stories, and ensuring quality and timeliness during software development.
Top Skills:
AgileScrumSoftware DevelopmentUser Stories
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
