Relationship Manager

Canoe Intelligence•New York, NY

14d•$100,000 - $120,000•Hybrid

About The Position

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.

Requirements

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.

Responsibilities

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.