Employee Spotlight: Adharsh Venkatesh, Client Success Manager

On a regular basis, we talk with our team members about their experience working at Canoe, and their future goals and aspirations. This week, we spoke with Adharsh Venkatesh, Client Success Manager.

Tell us about your career path and how you arrived at Canoe on the Client Success team.

While still at university, I started my journey at Canoe, interning with the Client Success Team during the summer after my junior year. After this internship, I was offered the chance to join Canoe full-time post-graduation in the summer of 2020, which I accepted as I was enamored by the collaborative culture of Canoe. Through direct impact with clients and across the organization, I had a purpose in helping define the direction of the company. During my internship, I had the opportunity to work with the product and engineering teams at Canoe to provide the most value for our clients. This is something that appealed to me as it allowed for cross-functional collaboration to maximize results.

How has your role on the Client Success team evolved since you joined the company?

Through my time at Canoe, the Client Success team has expanded, presenting us with unique opportunities as we constantly look to solve issues for our clients.

With the growth of the Client Success team since I joined, there have been opportunities to optimize our processes to improve our service to our clients and maximize value in the least amount of time. This has been especially helpful as we have rapidly grown our client base.

As I have become more familiar with our clients and the use cases for our technology, the role has transformed into more of a consultative role in prescribing best practices to clients. Additionally, as we see problems present themselves within the client experience, I have been able to take on these challenges and collaborate across the organization to best improve processes and ensure the best client experience. As our product evolves, our team has been able to evolve in providing further benefits to our clients.

What do you enjoy most about being a relationship manager? What has been your most rewarding experience so far?

Building relationships with our fantastic clients! It is rewarding to work with process-oriented, motivated partners in order to operationally streamline their alternatives processes. This allows us to become trusted advisors to our clients as they look to further leverage Canoe and expand beyond traditional use cases, as well. My most rewarding experience has been working on the Canoe Connect project, which focuses on providing more frequent, secure, and automated document flow from disparate document sources directly to their reporting or downstream systems.

What are some exciting developments or initiatives the Client Success team is overseeing?

The Client Success Team is always working on new initiatives to provide the best output for our clients. For example, we are always working with other teams within Canoe to provide more transparency into product vision and future enhancements, so we can gauge feedback from our clients regarding who will benefit the most from any new or enhanced features. As a whole, we have identified the need to collaborate extensively with the product team so we can best incorporate what our clients tell us directly into future Canoe iterations.

What about Canoe’s growth is the most exciting from your perspective?

As we grow rapidly, there are always newer and better problems to solve to improve clients’ experiences and ensure we are delivering the most value. Every problem we solve provides our clients with a better version of our product so that we can move on to tackling more issues head-on and ensure we are always improving our service. This is what excites me most as it means there is always more we can be doing as we learn from our clients and strive to make their experience as exemplary as possible.