Support Account Manager

Canoe Intelligence

$90K — $110K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years of experience in client services or support, particularly with enterprise clients
  • Familiarity with CRM tools like Salesforce and help desk solutions like Jira and Confluence
  • Strong analytical skills with a data-driven mindset
  • Excellent organizational and client management abilities
  • Experience in alternative investments or related fields is a plus

Responsibilities

  • Serve as a product expert, supporting clients in understanding Canoe's technology
  • Act as the first point of contact for premier clients, providing troubleshooting and training assistance
  • Schedule and conduct regular meetings to discuss client needs and product updates
  • Track client-specific metrics and review trends to inform support strategies
  • Collaborate with internal teams to resolve client inquiries and relay feedback on product issues

Benefits

  • Comprehensive medical, dental, and vision insurance
  • 401(k) retirement plan
  • Flexible paid time off policy
  • Gym and internet reimbursement program
  • Education reimbursement and professional development opportunities
Full Job Description
TITLE: Support Account Manager

LOCATION: Jacksonville/New York

SALARY: $90,000-$110,000

The Role:

If you love client interaction and supporting customer needs on a day to day basis, we're looking for you. As a Support Account Manager, you'll be working alongside the Client Support team to manage some of Canoe's premier client inquiries, act as a point of contact, and manage client's expectations. In this role, you'll have the unique opportunity to act as a subject matter expert, educate premier clients on our breakthrough technology, and build Canoe's business alongside our growing team. This role will require strong organizational, problem solving, and client management skills. This role reports into the Sr. Manager of Client Support.

What You'll Do:
  • Be 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 premier customers, answering cases related to how-to's, troubleshooting, and training
  • Schedule and attend recurring meetings with premier clients to discuss open support cases, product releases and other client concerns
  • Attend quarterly client management review meetings to discuss overall Support matters specific to the client
  • Infrequent ad-hoc requests that may involve coordinating Support outside of normal business hours
  • Track and manage client specific metrics, reviewing for key trends
  • Manage client effectively by setting client expectations when required
  • Act as an internal and client advocate for sensitive issues raised by premier clients
  • Work cross-functionally with Canoe teams to solve client inquiries (i.e. the case)
  • 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 Operations 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 Knowledge Base
  • 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
  • Ability to handle multiple client cases simultaneously, easily shifting to address critical issues
  • Analytical, data-driven self-starter that is detailed-oriented and resourceful
  • Problem-solver who thrives in diving into details when required
  • Client management and organizational skills
  • Prior experience working in a client services environment, managing premier or enterprise clients
  • Experience (including internships) with Client Support tooling & reporting, such as Salesforce CRM, Helpjuice, Jira, Confluence
  • Knowledge of alternative investments
  • Prior experience (including internships) with management consulting, business process outsourcing, or technology related professional services
  • Someone that enjoys leaning in on new initiatives; specifically AI initiatives that will propel the Canoe Support team into the future


Preferred:
  • Jacksonville or New York Metro Area. Remote working acceptable with commensurate experience


What You'll Get:
  • Access to benefits, including medical, dental, vision, & commuter benefits
  • 401K
  • Employee Assistance Program
  • Flexible PTO
  • Gym/wifi reimbursement
  • Education reimbursement


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/Case Study/Presentation.


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


Department Support Locations Jacksonville, New York City Remote status Hybrid

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