Manage and grow strategic relationships with enterprise clients, drive product adoption, retention, expansion, and renewals. Collaborate with Product, Implementation, Support, Sales, and Leadership to deliver ROI, conduct business reviews, and increase net dollar retention.
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Relationship Manager, Enterprise
LOCATION: Hybrid in New York City
SALARY: $125,000 - $155,000 base salary + bonus
The Role:
As a Sr. Relationship Manager, you'll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our largest clients. The Relationship Manager's role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process. This position will have direct access to the world's leading allocators of alternative investments and play an active role in designing the team and company's scale strategy.
What You'll Do:
What We're Looking For:
What You'll Get:
Our Values:
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.
WEBSITE: https://canoeintelligence.com/
TITLE: Relationship Manager, Enterprise
LOCATION: Hybrid in New York City
SALARY: $125,000 - $155,000 base salary + bonus
The Role:
As a Sr. Relationship Manager, you'll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our largest clients. The Relationship Manager's role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process. This position will have direct access to the world's leading allocators of alternative investments and play an active role in designing the team and company's scale strategy.
What You'll Do:
- Build and maintain strong, long-lasting client relationships within our Enterprise Clients (Asset Servicers, Asset Managers, Asset Owners, et al).
- Collaborate with cross-functional teams including Product, Implementation, Support, Sales, and Leadership to drive retention and revenue growth.
- Lead the adoption of best practices for client retention, including business reports.
- Drive net dollar retention (post-sales expansion and renewals) for Canoe's clients.
What We're Looking For:
- Proven experience owning a book of business where you were responsible for driving adoption, retention, growth, value realization, expansion, upselling, etc.
- Demonstrated ability to communicate, present, and influence key stakeholders.
- Experience providing ROI presentations or business reviews to senior stakeholders.
- Excellent listening, negotiation, and presentation skills.
- Previous B2B SaaS experience is highly preferred.
- Previous experience in financial services, FinTech, or alternative investments highly preferred.
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.
Canoe London, England Office
London, United Kingdom
Similar Jobs at Canoe
.png)
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Serve as a technical domain expert throughout the sales process for Canoe’s financial software. Support discovery, presentations, RFPs, proofs of concept, solution design, demos, data loading, and client workflow analysis. Collaborate with Sales, Client Success, Product, Finance, Legal, and implementation teams; maintain demo environments and documentation; advise on product capabilities, roadmaps, technical requirements, statements of work, and implementation approaches.
Top Skills:
APIsCloud InfrastructureDatabase SystemsModern Software ArchitectureSaaSSQL
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Serve as primary support contact for premier clients: troubleshoot, train, manage expectations, track client metrics, coordinate cross-functional resolution with Product and Data teams, and drive client-focused improvements to Canoe's ML-driven platform.
Top Skills:
AIConfluenceHelpjuiceJIRAMachine LearningSalesforce
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Serve as primary contact for a large portfolio of Core clients, drive product adoption and engagement, partner with Implementation, Support and Product to resolve issues, identify expansion opportunities, and manage renewals to protect and grow net dollar retention.
What you need to know about the London Tech Scene
London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.
