COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE: Commercial Operations Manager

LOCATION: NYC/Remote

The Role: 

If you love solving hard challenges, streamlining processes, and scaling a business in hyper growth mode, we’re looking for you! Reporting to Canoe’s VP of Operations, the Commercial Operations Manager will focus on building out Canoe’s commercial operations function to support the growth of the business. In this role, you’ll have the unique opportunity to build and refine Canoe’s sales and client operations processes alongside our growing team. 

 What You’ll Do: 

• Build and refine all operational processes necessary to support Canoe’s Sales and Client Success teams, examples include; contract signature, client renewals, commissions, etc.
• Own Canoe’s CRM system to ensure data completeness and accuracy for use in regular reporting
• Oversee Canoe’s responses to prospect and client RFP’s and DDQ’s in a streamlined and timely manner
• Collaborate with internal stakeholders to ensure Canoe’s commercial collateral is up-to-date, consistent, and adequately supports existing processes; including prospect and client informational presentations, technical documentation to support the RFP/DDQ process, etc.
• Create excellent regular commercial reporting to provide insight and analysis on Canoe’s Sales and Client Success efforts for internal and external stakeholders; including sales forecasting and performance, renewal/upsell opportunities, etc.

What We’re Looking For:

Required:

• Track record of designing and implementing process improvements for commercial teams

• Strong understanding of B2B customer lifecycle and necessary support processes

• Experience with CRM administration and ownership

• History of creating outstanding reporting for use by internal and external stakeholders

Preferred:

• Prior experience in a sales operations role at a B2B SaaS company

• Experience leading a CRM migration project

• Familiarity with the RFP/DDQ processes

• Understanding of the contract review/negotiation process and terms

• Track record of working cross functionally to achieve results

What You’ll Get:

• Access to benefits, including Medical, Dental, Vision, and commuter benefits
• 20 days PTO, Unlimited Sick Days, + Gym & Wellness Reimbursement
• Option to be 100% remote
• One Floating Holiday Annually (Up to Employee Discretion)

 What’s The Process?

• Our candidate discovery process generally constitutes the following key milestones: Phone Interview(s), Video Interview(s), Review of Work Product, and Small Project.

Our Principles: 

• Integrity that adheres to, and encourages, high professional and personal standards
• Execution and accountability-driven mentality that takes pride in getting the job done
• Intellectual curiosity, a mind for process and a drive for continual improvement
• Demonstrated passion for problem solving, a desire to help people and a client-centric focus
• A comfort level with both giving and receiving respectful constructive critical feedback
• The ability to identify and articulate goals and measurements for your and others’ success
• Dedication to creating space for diverse backgrounds and perspectives to foster innovation & focus on intentional inclusivity

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.