Client Support Analyst

Canoe

Client Support Analyst

Posted An Hour Ago

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Jacksonville FL USA

Hybrid

70K-80K Annually

Entry 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 Client Support Analyst role involves managing client inquiries educating clients on technology and collaborating with internal teams to enhance client experience and streamline processes.

Summary Generated by Built In

COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Client Support Analyst
LOCATION: Hybrid in Jacksonville FL
SALARY: $70000 - $80000 + bonus and equity
The Role:
As a Client 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.

Skills Required

Client-centric
Enjoys working in collaborative environment
Analytical and detailed-oriented
Problem-solver
Technically proficient

What the Team is Saying

Canoe Compensation & Benefits Highlights

Healthcare Strength—Core health coverage includes medical dental and vision insurance alongside an Employee Assistance Program. U.S. offerings also reference FSA/HSA options while UK roles use a benefits stipend model for local coverage.
Leave & Time Off Breadth—Time off is presented as flexible or unlimited PTO with paid holidays. Multiple postings explicitly highlight flexible PTO.
Wellbeing & Lifestyle Benefits—Lifestyle support includes a home‑office setup stipend and recurring reimbursements for gym or home internet (around $100 per month) plus commuter benefits. Wellness programs are also referenced as part of the broader package.

Learn more about Canoe's Compensation & Benefits →

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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.