Implementation Specialist

• Implementation & Configuration:
  
  • Assist in the setup and configuration of authorization workflows streamlining document collection approval and signature processes for clients.
  • Partner with the Implementation and Project Management teams to address technical challenges and make adjustments to ensure successful client implementation.
• Authorization Workflow Management:
  
  • Assist clients in optimizing their document authorization workflows including integration with platforms like DocuSign.
  • Help configure document-related processes to ensure compliance reduce manual effort and enhance efficiency across client organizations.
• Technical Expertise & Support:
  
  • Serve as an SME on authorization workflows integrating tools like Snowflake JIRA and Excel and assist implementation team members with technical troubleshooting and optimization.
• Process Improvement & Efficiency:
  
  • Continuously assess authorization workflows and propose improvements for better document handling compliance processes and integration within the Canoe Connect product offering.
  • Share best practices to enhance efficiency reduce friction and improve client satisfaction.
• Collaboration & Cross-Functional Support:
  
  • Collaborate with other members of the implementation team to understand client requirements and configure authorization workflows that meet their needs.
  • Work with internal colleagues to troubleshoot and resolve technical issues during the implementation process ensuring efficient solutions are delivered.
• Training & Adoption:
  
  • Support the implementation team in developing training materials and resources for clients to facilitate smooth onboarding.
  • Assist in client training and support to ensure successful platform usage and workflow optimization.

• Experience:
  
  • 2-3 years in a client-facing implementation or specialist role ideally within a SaaS or technology-driven environment.
  • Experience with authorization workflows and integrating document management systems such as DocuSign or other eSignature platforms (preferred but not required).
• Technical Expertise:
  
  • Familiarity with integrating tools like Salesforce JIRA Excel and Snowflake into SaaS platforms.
  • Basic understanding of workflow automation document management and data integration.
• Problem-Solving & Process Improvement:
  
  • Ability to identify inefficiencies in workflows and collaborate with internal team members to implement solutions.
  • Experience in optimizing processes to reduce manual effort and improve client operations is a plus.
• Communication Skills:
  
  • Strong communication skills with the ability to explain technical concepts to both internal teams and clients.
  • Comfortable collaborating with internal teams to address implementation challenges and ensure successful project delivery.

• Education:
  
  • Bachelor's degree or equivalent experience.
• Preferred Skills:
  
  • Experience in client onboarding within a software-as-a-service (SaaS) environment.

• 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

• 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

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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