Relationship Manager
Canoe Intelligence
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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Salary
💰 $100,000 - $120,000 per year
About the role
- Serve as the Designated Relationship Manager for a large volume of clients
- Proactively encourage client participation in webinars and community events
- Partner with the Implementations team for smooth transitions
- Conduct ad-hoc virtual meetings for client inquiries
- Act as a bridge between clients and Canoe Support and Product teams
- Identify opportunities for expansion and manage renewals
Requirements
- Proven ability to manage a large book of business effectively
- Excellent ability to communicate and influence stakeholders through virtual channels
- A strong desire to own client outcomes
- Experience or comfort with driving renewals and identifying up-sell opportunities
- 3+ years of B2B SaaS experience is highly preferred
- 3+ years of experience in financial services, FinTech, or alternative investments is highly preferred
- Ability to handle ad-hoc requests with a sense of urgency
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
B2B SaaSfinancial servicesFinTechalternative investments
Soft Skills
client relationship managementcommunicationinfluenceclient outcomes ownershipurgency