TITLE: Relationship Manager
LOCATION: Hybrid in New York City
SALARY: $100,000 - $115,000 base salary + bonus
The Role: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.
What You'll Do:- 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.
What We're Looking For:- 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.
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
Department Relationship Management Locations Jacksonville, New York City Remote status Hybrid
