Relationship Manager, Canoe
$100-120k
+ Bonus + Equity
Guiding the investment industry forward with smarter alts management
Be an early applicant
Guiding the investment industry forward with smarter alts management
101-200 employees
Be an early applicant
$100-120k
+ Bonus + Equity
101-200 employees
Company mission
To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset services, capital allocators, and wealth managers.,
Role
Who you are
- 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
- Commercial Mindset: Experience or comfort with driving renewals and identifying up-sell opportunities within an existing client base
- Technical Aptitude: 3+ years of B2B SaaS experience is highly preferred, with the ability to quickly learn complex workflows and explain them to clients
- Industry Knowledge: 3+ years of experience in financial services, FinTech, or alternative investments is highly preferred
- 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
What the job involves
- 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
Our take
The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.
Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.
It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. Off of 2024's Series C funding, the company is further optimizing and developing its product offerings and has recently launched an AI tech incubator, signalling clear ambition to lead as the next wave of data-driven innovation starts to take shape.
Freddie
Company Specialist at Welcome to the Jungle
Insights
48% employee growth in 12 months
Company
Funding (2 rounds)
Jul 2024
$36m
SERIES C
Feb 2023
$25m
SERIES B
Total funding: $61m
Company 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.
- Health Insurance: From medical dental, and vision to FSAs, HSAs, and more - we've got you covered
Company HQ
Canal Street, New York, NY
Leadership
Jason Eiswerth
(CEO)Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.
Salary benchmarks
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