Relationship Manager, Strategic

Canoe Intelligence•New York, NY

5d•$115,000 - $140,000•Hybrid

About The Position

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.

Requirements

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

Responsibilities

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