The Client Support Analyst supports clients by managing inquiries, educating them on technology, solving problems, and improving processes.
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Client Support Analyst
LOCATION: Hybrid in Jacksonville, FL or New York, NY
SALARY: $70,000 - $80,000 + 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:
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: Client Support Analyst
LOCATION: Hybrid in Jacksonville, FL or New York, NY
SALARY: $70,000 - $80,000 + 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 videos and articles to Canoe's Help Center
- Conduct client trainings focused on foundational functionality and best practices
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
- 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.
Top Skills
Confluence
Datadog
JIRA
Salesforce CRM
Snowflake
Zendesk
Similar Jobs at Canoe
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
As a Senior Product Owner, you'll manage backlogs, define user stories, work with teams on execution, and drive product quality in software delivery.
Top Skills:
Agile
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Responsible for implementing and maintaining security controls and procedures, ensuring system integrity and conducting risk assessments, incident response, and compliance efforts.
Top Skills:
AWSBashCrowdstrikeJAMFKaseyaPythonSIEMWiz.Io
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
As a Product Owner, you will manage product delivery, refine the backlog, write user stories, and collaborate with cross-functional teams.
Top Skills:
ConfluenceFigmaJIRA
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering


.png)