Relationship Manager, Canoe

$115-140k

+ Bonus (salary based on NYC, will be adjusted for geo)

Junior and Mid level

New York

Remote from US

More information about location

AI platform for alternative investments

Be an early applicant

AI platform for alternative investments

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

Be an early applicant

$115-140k

+ Bonus (salary based on NYC, will be adjusted for geo)

Junior and Mid level

New York

Remote from US

More information about location

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

Company mission

To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.

Job

Company

Role

Who you are

Previous 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 the job involves

As a Relationship Manager, you’ll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our 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
Build and maintain strong, long-lasting client relationships within our Institutional and Wealth Management segments
Collaborate with cross-functional teams including Client Success, 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

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 optimising and developing its product offerings.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

48% employee growth in 12 months

Glassdoor (3.4)

Company

Funding (2 rounds)

Jul 2024

$36m

SERIES C

Feb 2023

$25m

SERIES B

Total funding: $61m

Company benefits

Intracompany committees
Team based strategic planning
Group brainstorming sessions
Health/Dental/Vision Benefits
Life Insurance
Wellness Programs
Commuter Benefits
Company Outings
Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!
Education reimbursement
Onsite and virtual training courses
Attendance at job related conferences and seminars
Monthly Lunch and Learns
Cross functional training encouraged
Promote from within
Customized development tracks
401(K)
Company Equity
Performance Bonus
Unlimited PTO
Paid Holidays

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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