Manage and grow strategic relationships with enterprise clients, drive product adoption, retention, expansion, and renewals. Collaborate with Product, Implementation, Support, Sales, and Leadership to deliver ROI, conduct business reviews, and increase net dollar retention.
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Relationship Manager, Enterprise
LOCATION: Hybrid in New York City
SALARY: $125,000 - $155,000 base salary + bonus
The Role:
As a Sr. Relationship Manager, you'll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our largest clients. The Relationship Manager's role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process. This position will have direct access to the world's leading allocators of alternative investments and play an active role in designing the team and company's scale strategy.
What You'll Do:
What We're Looking For:
What You'll Get:
Our Values:
Who We Are:
Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
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.
WEBSITE: https://canoeintelligence.com/
TITLE: Relationship Manager, Enterprise
LOCATION: Hybrid in New York City
SALARY: $125,000 - $155,000 base salary + bonus
The Role:
As a Sr. Relationship Manager, you'll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our largest clients. The Relationship Manager's role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process. This position will have direct access to the world's leading allocators of alternative investments and play an active role in designing the team and company's scale strategy.
What You'll Do:
- 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.
What We're Looking For:
- 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.
What You'll Get:
- 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
Our Values:
- Client First -> Listen, and deliver client-centric solutions
- Be An Owner -> Take initiative, improve situations, drive positive outcomes
- Excellence -> Always set the highest standard for yourself and others
- Win Together -> 1 + 1 = 3
Who We Are:
Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
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.
Similar Jobs at Canoe
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Provides advanced client support for Canoe’s AI-driven investment data platform. Responsibilities include troubleshooting complex issues, handling escalations, conducting client training, supporting APIs and integrations, coordinating with Product and Data Operations, documenting knowledge-base resources, and leading support initiatives. The role also serves as a technical subject matter expert and liaison between clients and internal teams.
Top Skills:
APIsConfluenceJIRAMachine LearningPythonSalesforceSQLZendesk
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Leads the Quality and Reliability organization, building an SRE practice, defining SLOs and observability standards, owning incident management, and establishing risk-based automated testing and quality gates. The role reports executive-level reliability metrics, guides technical governance, and partners with architecture and engineering teams to improve software reliability, performance, testability, and operational readiness. It also develops distributed quality engineering teams and applies LLMs and agentic tools to testing workflows.
Top Skills:
AWSCi/CdClaude CodeDatadogElasticsearchKafkaLaravelPHPPostgresPythonRedisTerraformTypescript
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Leads large enterprise software implementation projects for financial institution clients. Responsibilities include creating project plans, managing budgets, schedules, resources, risks, quality, documentation, and reporting. The role mentors project teams, communicates with executive stakeholders, manages multiple concurrent projects, and drives successful client adoption and value realization. Requires fintech vendor experience, strong communication and analytical skills, and willingness to travel up to 25%.
Top Skills:
Financial Technology (Fintech)
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute

.png)