Relationship Manager, Enterprise

Canoe Intelligence

Relationship Manager leading strategic client relationships within enterprise clients in investment data. Collaborating across teams to drive client retention and revenue growth.

Posted 7/17/2026full-timeNew York City • New York • 🇺🇸 United StatesJunior💰 $125,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 ExperienceStakeholder CommunicationRetention Strategy DevelopmentFinancial Services Expertise

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business ReportingValue RealizationUpsellingPost-Sales ExpansionNet Dollar Retention

Soft Skills

Negotiation SkillsListening SkillsPresentation Skills

Industry Keywords

FinTechAlternative InvestmentsAsset ServicersAsset ManagersAsset Owners

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

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