At a Glance
- Tasks: Onboard clients to our innovative tech, ensuring smooth implementation and maximising their experience.
- Company: Join Canoe Intelligence, a leader in alternative investment data solutions.
- Benefits: Enjoy flexible PTO, health benefits, and a home office stipend.
- Other info: Dynamic team culture focused on continuous improvement and client success.
- Why this job: Make a real impact by optimising workflows for enterprise clients with cutting-edge technology.
- Qualifications: 3+ years in client-facing roles, ideally in SaaS or tech environments.
The predicted salary is between 55000 - 65000 £ per year.
We are seeking a highly skilled Implementation Consultant to join our team and play a pivotal role in onboarding clients to Canoe Intelligence, a cutting-edge technology designed to streamline workflows related to Alternative Investments. In this client-facing role, you will ensure successful implementation and adoption of the Canoe Connect product by engaging with all levels of clients including enterprise clients, optimizing their use of the platform, and guiding them through setup, configuration, and best practices. You will also serve as a Subject Matter Expert (SME) for both internal tools and client needs, helping to drive efficiency and maximize value realization for clients.
What You’ll Do
- Client Consultation & Onboarding: Engage with clients, particularly enterprise-level clients, to understand their specific needs and business processes related to Connect, which is Canoe’s document collection & connectivity layer. Advise on best practices for configuring the platform to align with their operational goals and ensure a smooth onboarding experience.
- Implementation & Configuration: Lead the setup and configuration of the Connect product, ensuring the solution meets client requirements and provides operational efficiencies. Guide clients through upstream data connectivity, and initial training to optimize their workflows.
- Technical Expertise & Support: Serve as an SME on Canoe Connect and related tools like Snowflake, JIRA, Excel, Canoe Platform, Dashboards, and Salesforce. Troubleshoot technical issues, help clients navigate integrations, and ensure a smooth execution of the setup.
- Process Improvement & Efficiency: Identify opportunities for process optimization during onboarding and platform configuration. Propose enhancements to streamline workflows, improve efficiency, and reduce friction for clients. Actively contribute to internal teams to refine implementation methodologies and tools for future client success.
- Project Management: Oversee multiple client implementations, tracking progress and adjusting project tasks with primary project manager as necessary to meet deadlines and deliverables. Conduct regular project health checks and communicate updates to primary project managers and stakeholders.
- Client Relationship & Communication: Proactively build and maintain strong relationships with clients and their fund managers (including Investor Relations functions), ensuring their needs are met and they receive maximum value from the platform.
- Continuous Improvement & Feedback: Gather feedback from clients post-implementation to measure satisfaction and identify areas for improvement. Collaborate with internal teams to refine implementation processes and enhance the overall client experience.
What We’re Looking For
- Experience: 3+ years in a client-facing implementation or consulting role, ideally within a SaaS or technology-driven environment. Proven experience working with enterprise-level clients and navigating large-scale implementations. Experience working with Investor Relations (IR) teams in the alternative investments sector. Proficient in configuring and integrating tools like Salesforce, JIRA, Excel and Snowflake with SaaS platforms. Strong understanding of data management, analytics, and platform integration.
- Project Management: Experience in managing projects from start to finish. Familiarity with project management methodologies (e.g., Agile, Waterfall) and tools such as Asana.
- Problem-Solving & Process Improvement: Ability to identify inefficiencies and propose actionable solutions that improve outcomes for both clients and the organization.
- Communication Skills: Strong interpersonal and communication skills with the ability to explain complex technical concepts to non-technical stakeholders.
- Collaboration & Stakeholder Engagement: Experience working cross-functionally with internal teams such as Sales, Product, Development, and Customer Success to ensure alignment on client goals.
- Education: Bachelor’s degree or equivalent experience.
- Preferred Skills: Familiarity with authorization workflows and integrating document management systems (e.g., DocuSign, other eSignature platforms). Prior experience as a Subject Matter Expert (SME) on financial data workflows or related technologies.
What You’ll Get
- A stipend for benefits, including medical, dental, & vision benefits
- Flexible PTO
- Pension contribution
- 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
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 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.
Implementation Consultant employer: Albert Invent
Canoe Intelligence is an exceptional employer that fosters a collaborative and innovative work culture, offering employees the chance to make a significant impact in the alternative investments sector. With a hybrid working model in London, employees benefit from flexible PTO, a comprehensive benefits stipend, and opportunities for professional growth through education assistance and a supportive team environment. Join us to be part of a forward-thinking company that values client-centric solutions and encourages ownership and excellence in every role.
StudySmarter Expert Advice🤫
We think this is how you could land Implementation Consultant
✨Join the IT Consultancy Buzz
Get involved in local or virtual IT consultancy meetups and forums. This is where we can rub shoulders with industry professionals, get insights into what Albert Invent values, and even spot unadvertised opportunities. Don't miss out on these chances to make a name for ourselves in the IT world!
✨Show Off Your Skills
Create a personal project or case study relevant to the challenges Albert Invent might face. Use platforms like GitHub or Medium to share your findings. This not only demonstrates our consulting skills but shows a proactive attitude, making us stand out from the crowd when applying for that full-time gig.
✨Leverage LinkedIn for Connections
Follow and engage with the relevant thought leaders and influencers in IT consultancy on LinkedIn. Share insightful content and join discussions to gain visibility. A well-placed comment or shared article could catch the attention of someone at Albert Invent!
✨Direct Apply to Albert Invent
Let's not forget to apply directly through the Albert Invent website! Tailor your application to showcase our understanding of their consulting style and how we can contribute to their projects. A personalised approach can make a huge difference in landing that full-time position!
We think you need these skills to ace Implementation Consultant
Some tips for your application 🫡
Showcase Your Problem-Solving Skills:In IT consulting, it's all about problem-solving, so make sure your CV highlights your analytical skills and any relevant projects you've tackled. Mention specific technologies or methodologies you've used to resolve issues or improve processes; this shows you can think critically and deliver results, which is vital for us at Albert Invent.
Highlight Relevant Certifications:Certifications like ITIL, PMP, or even specific tech stack qualifications can really make you stand out. Make sure to include these in your CV, as they not only demonstrate your expertise but also your commitment to staying current in the field. We love seeing candidates who are proactive about their professional development!
Tailor Your Cover Letter:Your cover letter is your chance to connect personally with us at Albert Invent. Share stories about your experiences in IT consulting, and how they shaped your desire to join our team. Mention why you’re excited about this particular role, and how you see yourself contributing to our projects.
Keep It Clear and Concise:We're all busy, so make sure your application is easy to read. Use bullet points for key achievements, and don’t overload us with jargon. A clean, professional layout goes a long way. Remember, the clearer your application, the more likely we are to invite you in for an interview!
How to prepare for a job interview at Albert Invent
✨Brush Up on Your Technical Skills
For an IT consulting role, be ready to demonstrate your technical prowess. You might face questions on systems integration, cloud technologies, or even troubleshooting specific software. If you have experience with tools like AWS, Azure, or even specific programming languages, make sure you can talk about them fluently.
✨Showcase Your Problem-Solving Approach
IT consulting is all about solving problems for clients. Think about how you can illustrate your approach to a past challenge using the STAR method (Situation, Task, Action, Result). It's a great way to show how you tackle complex issues and come up with effective solutions.
✨Know the Business Impact of IT Solutions
When discussing your experiences, focus not just on the tech solutions you implemented, but also on their business impact. Employers want to see that you can connect IT with organisational goals. Prep examples that highlight how your tech contributions improved efficiency or reduced costs for past clients or projects.
✨Prepare for Behavioural Questions
Since IT consulting often involves teamwork and client interactions, expect behavioural questions that assess your interpersonal skills. Be prepared with examples that demonstrate your adaptability, communication skills, and how you handle client feedback. Before the interview, think of situations where you worked closely with clients to create effective IT strategies or changes.
