Canoe Intelligence · 15 hours ago
Relationship Manager, Core
New York, NY
Full-time
Hybrid
Mid Level
$100K/yr - $120K/yr
3+ years expCanoe Intelligence is reimagining alternative investment data processes for institutional investors and asset servicing firms. The Relationship Manager will serve as the primary point of contact for a diverse portfolio of clients, ensuring satisfaction and driving product adoption through effective relationship management.
AnalyticsArtificial Intelligence (AI)Big DataBusiness IntelligenceData ManagementFinTechMachine LearningSaaS
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
Qualification
Required
Proven ability to manage a large book of business effectively, prioritizing tasks and maintaining organization across numerous accounts
Excellent ability to communicate and influence stakeholders through virtual channels, webinars, and written correspondence
A strong desire to own client outcomes (retention and adoption) and a comfort level working in a fast-paced, high-activity environment
Experience or comfort with driving renewals and identifying up-sell opportunities within an existing client base
3+ years of B2B SaaS experience is highly preferred, with the ability to quickly learn complex workflows and explain them to clients
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 and direct clients to the appropriate internal resources (Support, Product, etc.) as needed
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
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.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$61MKey Investors
Goldman Sachs Asset ManagementF-PrimeThe Carlyle Group
2024-07-09Series C· $36M
2023-02-08Series B· $25M
2021-09-09Series A
Leadership Team
Jason Eiswerth
Chief Executive Officer
Noel Calhoun
CTO
Recent News
Private Funds CFO
2025-09-24
Company data provided by crunchbase