Relationship Manager, Enterprise

COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE: Relationship Manager, Enterprise

LOCATION: New York City (hybrid)

SALARY: $125,000 - $155,000 base salary + bonus

The Role
As a Sr. Relationship Manager, you’ll be joining an experienced team to lead long-term, strategic relationships with our largest clients. The 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, identify growth opportunities, and own the client renewal process. You will have direct access to the world’s leading allocators of alternative investments and help design 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, etc).

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 is 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.

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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