Teams at Canoe

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.