Relationship Manager

COMPANY: Canoe Intelligence

LOCATION: New York City (hybrid) or Jacksonville (Hybrid)

TITLE: Relationship Manager

SALARY: $100,000 - $115,000 + bonus & equity (based on NYC, will be adjusted for geo)

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.

• Serve as the Designated Relationship Manager for a large volume of clients, providing a consistent and professional point of contact for their ongoing needs.
• Proactively encourage client participation in webinars, peer group discussions, and community events to ensure they are maximizing the value of the platform.
• Partner with the Implementations team to ensure a smooth transition from implementation to long-term adoption for new accounts.
• Conduct ad-hoc virtual meetings as needed to address client inquiries, troubleshoot health issues, and provide timely guidance.
• Act as a bridge between your clients and the Canoe Support and Product teams to resolve issues efficiently and advocate for client needs.
• Identify opportunities for expansion and manage the renewal process to drive net dollar retention across your assigned book of business.

• 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, Fin Tech, 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.
• Demonstrated ability and eagerness to leverage existing technology and emerging tools to manage client relationships at scale.

• 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

Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.