Relationship Manager, Enterprise

Canoe Intelligence

$125K — $155K *
US-AnywhereRemote in New York, NY
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of relationship management experience in B2B SaaS or financial services sectors.
  • Strong track record in driving client retention and growth strategies.
  • Exceptional communication and presentation skills, particularly with senior stakeholders.
  • Proven ability to present ROI and business reviews to C-suite executives.
  • Experience in managing and expanding a book of business to enhance client value.

Responsibilities

  • Build and nurture strategic relationships with enterprise clients in financial services.
  • Collaborate across departments to enhance client engagement and boost revenue.
  • Lead initiatives to improve client retention through business reporting and insights.
  • Manage the client renewal process to optimize account longevity and satisfaction.
  • Drive post-sales expansion initiatives to increase net dollar retention.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Flexible paid time off to support work-life balance.
  • 401(k) retirement plan with company match.
  • Flexible work-from-home options to accommodate personal needs.
  • Stipend for home office expenses to ensure a productive working environment.
  • Employee assistance programs to promote mental health and well-being.
  • Reimbursements for gym memberships and internet services.
  • Support for educational growth through tuition assistance programs.
  • Parental leave to support new family additions.
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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