Relationship Manager – Strategic

Canoe Intelligence

Relationship Manager developing strategic client relationships for Canoe Intelligence. Leading client success through adoption, retention, and growth in alternative investments.

Posted 7/17/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $115,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, driving retention and revenue growth through effective communication and collaboration with cross-functional teams. Proven ability to present ROI and business reviews to senior stakeholders in the B2B SaaS and financial services sectors.

Highest-signal resume keywords

Client Relationship ManagementB2B SaaS ExperienceFinancial Services ExpertiseStakeholder CommunicationRetention Strategy Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client RetentionBusiness ReportingValue RealizationUpsellingPost-Sales Expansion

Soft Skills

Negotiation SkillsPresentation SkillsListening Skills

Industry Keywords

Wealth ManagementFinTechAlternative Investments

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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