Relationship Manager

• Manage at Scale: Serve as the Designated Relationship Manager for a large volume of clients providing a consistent and professional point of contact for their ongoing needs.
• Drive Engagement: Proactively encourage client participation in webinars peer group discussions and community events to ensure they are maximizing the value of the platform.
• Facilitate Implementation: Partner with the Implementations team to ensure a smooth transition from implementation to long-term adoption for new accounts.
• Virtual Partnership: Conduct ad-hoc virtual meetings as needed to address client inquiries troubleshoot health issues and provide timely guidance.
• Cross-Functional Collaboration: Act as a bridge between your clients and the Canoe Support and Product teams to resolve issues efficiently and advocate for client needs.
• Commercial Growth: Identify opportunities for expansion and manage the renewal process to drive net dollar retention across your assigned book of business.

• High-Volume Portfolio Management: Proven ability to manage a large book of business effectively prioritizing tasks and maintaining organization across numerous accounts.
• Scalable Communication: Excellent ability to communicate and influence stakeholders through virtual channels webinars and written correspondence.
• Outcome-Oriented: A strong desire to own client outcomes (retention and adoption) and a comfort level working in a fast-paced high-activity environment.
• Commercial Mindset: Experience or comfort with driving renewals and identifying up-sell opportunities within an existing client base.
• Technical Aptitude: 3+ years of B2B SaaS experience is highly preferred with the ability to quickly learn complex workflows and explain them to clients.
• Industry Knowledge: 3+ years of experience in financial services FinTech or alternative investments is highly preferred.
• Problem-Solving: Ability to handle ad-hoc requests with a sense of urgency and direct clients to the appropriate internal resources (Support Product etc.) as needed.
• Tech Adoption: Demonstrated ability and eagerness to leverage existing technology and emerging tools to manage client relationships at scale.

• 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

• 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

What We Do

Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based machine-learning technology for document collection data extraction and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning we’ve maintained a focused client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows institutional investors wealth managers and general partners are seeing dramatic improvements in data accuracy and access team efficiency and client satisfaction.

Why Work With Us

At Canoe we look for people who are open-minded willing to roll up their sleeves and constantly ask questions. We believe that diverse backgrounds and perspectives foster conversation and innovation and collaborate to make each other better. Canoe's success is intertwined with each individual's success which is why we focus on the team.

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