Relationship Manager, Strategic

COMPANY:

Canoe Intelligence

WEBSITE:

https://canoeintelligence.com/

TITLE:

Relationship Manager, Strategic

LOCATION:

New York City (hybrid)

SALARY:

$115,000 - $140,000 base salary + bonus

Role Overview
As a Relationship Manager, you’ll be joining an experienced team of Relationship Managers to lead long‑term, strategic relationships with our 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 Institutional and Wealth Management segments

Collaborate with cross‑functional teams including Client Success, 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

Previous 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 assistanceParental 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.

Our mission is to unlock efficiencies in alternative investment processes by introducing purpose‑built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.

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