Relationship Manager

• As a Relationship Manager, you will be the primary point of contact for a large and diverse portfolio of clients within our Core segment. You will be responsible for nurturing these relationships at scale, ensuring high levels of satisfaction, and driving product adoption through a community engagement model
• This is a high-impact role where you will manage a high volume of accounts, serving as the face of the company for our foundational client base and playing a vital role in maintaining the health of our overall book of business
• 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

Benefits

• Health Insurance: From medical dental, and vision to FSAs, HSAs, and more - we’ve got you covered
• Benefits Stipend: Canoe offers a £6,000 stipend for employees to enroll in their own private benefits.
• Flexible PTO: Recharge with flexible PTO and paid holidays!
• In-Person Events: We host regular happy hours and company outings in NYC, London, and Jacksonville. Going to be remote? We also bring our teams together from around the world as we’re able.
• Hybrid and Remote Work: Most roles at Canoe offer either a Hybrid or a Fully Remote schedule. Find the flexibility you are looking for here.
• Remote Office Stipend: Need to level up your personal workspace? We offer $750 for any office equipment you purchase (monitors, desk, chair, etc.).
• Professional Development: Continue to learn and grow, utilizing $1,000 in education reimbursement available annually to each employee. We also offer a robust Learning Management platform and host regular Lunch & Learns.
• Parental Leave: We provide paid parental leave to all new parents following 6 months of employment.
• Wellness/WiFi: We reimburse employees up to $100 per month to help cover gym memberships and internet.- High-Volume Portfolio Management: Proven ability to manage a large book of business effectively, prioritizing tasks and maintaining organization across numerous accounts
• Scalable Communication: Excellent ability to communicate and influence stakeholders through virtual channels, webinars, and written correspondence
• Outcome-Oriented: A strong desire to own client outcomes (retention and adoption) and a comfort level working in a fast-paced, high-activity environment
• Industry Knowledge: 3+ years of experience in financial services, FinTech, or alternative investments is highly preferred
• Tech Adoption: Demonstrated ability and eagerness to leverage existing technology and emerging tools to manage client relationships at scale
• Technical Aptitude: 3+ years of B2B SaaS experience is highly preferred, with the ability to quickly learn complex workflows and explain them to clients
• Problem-Solving: Ability to handle ad-hoc requests with a sense of urgency and direct clients to the appropriate internal resources (Support, Product, etc.) as needed
• Commercial Mindset: Experience or comfort with driving renewals and identifying up-sell opportunities within an existing client base