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WEBSITE: https://canoeintelligence.com/
TITLE: Relationship Manager Strategic
LOCATION: New York City (hybrid)
SALARY: $115000 - $140000 base salary + bonus
The Role:
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 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.
Skills Required
- Own a book of business driving adoption retention growth expansion and upselling
- Ability to communicate present and influence key stakeholders including C-suite
- Experience providing ROI presentations or business reviews to senior stakeholders
- Excellent listening negotiation and presentation skills
- Previous B2B SaaS experience
- Previous experience in financial services FinTech or alternative investments
What the Team is Saying
Canoe Compensation & Benefits Highlights
- Healthcare Strength—Core coverage includes medical dental and vision insurance in the U.S. alongside access to FSA/HSA accounts. This foundation is presented as part of a competitive overall package.
- Leave & Time Off Breadth—Flexible or unlimited PTO and paid holidays are highlighted across roles. This structure enables time away without strict accrual caps.
- Wellbeing & Lifestyle Benefits—A $750 home-office setup stipend and ongoing monthly reimbursement for wellness and home internet support day-to-day work and wellbeing. An annual education reimbursement and recurring learning programs further enhance the overall experience.
Canoe Insights
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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Canoe Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Depending on role employees may be hybrid in-office in NYC London or Jacksonville or fully remote.
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