COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Senior Product Manager
LOCATION: Hybrid in New York City, London, or Jacksonville, or Fully Remote in the United States/United Kingdom
SALARY: $150,000 - $175,000 (based on NYC, will be adjusted for geo)
The Role:
The Senior Product Manager will lead the strategic development and execution of innovative products across our private markets data extraction lifecycle-spanning document collection, data extraction, and data distribution. Leveraging deep domain expertise in private markets, you'll specifically drive efforts to build and automate workflow processes and operations, productizing manual processes and enhancing scalability through operational automation and AI-driven solutions.
What You'll Do:
- Strategic Product Development & Workflow Automation
- Own product strategy, roadmap, and delivery for the full data extraction lifecycle, integrating operational workflow automation to replace manual tasks with scalable, repeatable processes.
- Conduct market research, competitor analysis, and client discovery to inform product strategy, positioning, and roadmap, collaborating with Client Success, Marketing, and Sales teams to develop launch plans and support GTM activities.
- Proactively identify opportunities to embed workflow automation, improving efficiency, accuracy, and margin within the extraction and operations lifecycle.
- Private Markets Domain & Operational Excellence
- Deeply understand institutional and wealth LP workflows, investor reporting, capital transactions, financial statements, and fund analytics (IRR, TVPI, DPI).
- Translate complex operational workflows and manual extraction processes into productized, scalable software solutions with automated workflows
- Cross-Functional Collaboration & Execution
- Collaborate daily with Engineering, Data Operations, Design, and AI teams to define clear requirements, operational workflow processes, and AI-driven extraction automation.
- Clearly document and communicate workflows, business logic, and operational standards via detailed PRDs, Lean Canvas artifacts, and user stories.
- Build AI-Native Workflows
- Own the evolution of operational workflows into AI-enabled automated processes, leading iterative implementations that blend human-in-the-loop with fully automated approaches.
- Ensure operations teams have the tools and workflows necessary for effective transition to scalable automation.
- Measurement, Iteration & Continuous Improvement
- Establish clear success criteria and KPIs around operational efficiency, accuracy, and scalability improvements resulting from automated workflows.
- Continuously measure product performance, automation effectiveness, and customer impact, rapidly iterating based on real-world outcomes.
What We're Looking For:
- 6-10 years of product management experience in private markets, fintech, data operations, or analytics domains
- Proven experience productizing and automating complex operational workflows, ideally around financial document extraction or similar operational processes.
- Strong domain expertise in private markets data, fund operations, investor workflows, and financial analytics.
- Ability to translate complex operational requirements into clear, executable product features and automated processes.
- Proven ability to prioritize and execute tasks in a high-pressure environment; ability to react to project adjustments quickly and efficiently
- Experience partnering closely with engineering in an agile development environment (e.g., Scrum, Kanban)
- Ability to prioritize effectively, manage trade-offs, and deliver on product roadmaps in alignment with business objectives
- Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely to diverse audiences
- Ability to effectively communicate technical concepts to non-technical stakeholders
- Experience working directly with customers to gather feedback and validate product ideas
- Experience defining and tracking key product metrics using tools such as Pendo, Datadog, and Snowflake, and using data to inform product decisions
- Strong leadership skills, with the ability to mentor and guide junior product managers or contribute to team growth
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
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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Canoe Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Depending on role, employees may be hybrid in-office in NYC, London, or Jacksonville, or fully remote.