Relationship Manager, Enterprise

Canoe Intelligence

$125K — $155K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in client relationship management with a focus on growth and retention.
  • Proven track record of managing a diverse book of business.
  • Expertise in communicating and influencing C-suite executives.
  • Skilled in creating and delivering ROI presentations to senior clients.
  • B2B SaaS experience is highly regarded.
  • Background in financial services or alternative investments is a plus.

Responsibilities

  • Cultivate and maintain strategic client relationships with enterprise clients.
  • Collaborate with internal teams to enhance client retention and drive revenue growth.
  • Implement best practices for client retention through business reporting.
  • Lead efforts to achieve post-sales expansion and renewals for client accounts.
  • Identify growth opportunities within existing client portfolios.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Flexible PTO to support work-life balance.
  • 401(k) plan for retirement savings.
  • Hybrid work-from-home policy for better flexibility.
  • Home office stipend to set up your remote workspace.
  • Employee Assistance Program for mental health support.
  • Reimbursement for gym and internet expenses.
  • Education assistance for ongoing learning and development.
  • Parental Leave to support new families.
Full Job Description
TITLE: Relationship Manager, Enterprise

LOCATION: Hybrid in New York City

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

The Role:

As a Sr. Relationship Manager, you'll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our largest 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 Enterprise Clients (Asset Servicers, Asset Managers, Asset Owners, et al).
  • 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 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

Department Relationship Management Locations New York City Remote status Hybrid

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