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About the Role
Lead long-term, strategic relationships with clients, ensuring successful adoption, client health, value delivery, and owning the renewal process. This role offers direct access to leading alternative investment allocators and a chance to shape team and company growth strategy.
Responsibilities
- Build and maintain strong, long-lasting client relationships within Institutional and Wealth Management segments.
- Collaborate with cross-functional teams 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 clients.
Requirements
- Previous experience owning a book of business with responsibility for adoption, retention, growth, value realization, expansion, and upselling.
- 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 is highly preferred.
Skills
- Client relationship management
- Cross-functional collaboration
- Client retention strategies
- Net dollar retention
- Business development
- Stakeholder communication
- Presentation skills
- Negotiation skills
Location
- New York City
Work Type
- Hybrid
- Full-time
Experience Level
- Mid-level
Salary/Compensations
- $115,000 - $140,000 base salary + bonus
Benefits
- 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
About the Company
- Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers.
- Canoe’s technology automates manual workflows related to alternative investment document and data management, extraction and delivery.
- Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Equal Opportunity
- 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.