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Canoe Intelligence · 1 month ago

Sr. Relationship Manager

United States

Full-time

Remote

Mid, Senior Level

$125K/yr - $155K/yr

Canoe Intelligence is reimagining alternative investment data processes for leading institutional investors and capital allocators. As a Sr. Relationship Manager, you will lead strategic relationships with key clients, ensuring successful adoption and delivering value while driving retention and revenue growth.

AnalyticsArtificial Intelligence (AI)Big DataBusiness IntelligenceData ManagementFinTechMachine LearningSaaS

Responsibilities

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

Qualification

B2B SaaS experienceFinancial services experienceClient relationship managementROI presentationsNegotiation skillsInfluencing stakeholdersListeningPresentation skills

Required

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

Preferred

Previous B2B SaaS experience is highly preferred

Previous experience in financial services, FinTech, or alternative investments highly preferred

Benefits

Medical, dental, vision benefits

Flexible PTO

401(k)

Flexible work from home policy

Home office stipend + wifi reimbursement

Employee Assistance Program

Gym reimbursement

Education assistance

Parental Leave

Commuter benefits

Company

Canoe Intelligence

Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives.

Founded in 2013