Relationship Manager

Relationship Manager

As a Relationship Manager, you will be the primary point of contact for a large and diverse portfolio of clients within our Core segment. You will be responsible for nurturing these relationships at scale, ensuring high levels of satisfaction, and driving product adoption through a community engagement model. This is a high-impact role where you will manage a high volume of accounts, serving as the face of the company for our foundational client base and playing a vital role in maintaining the health of our overall book of business.

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

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.