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About the Role

Lead long-term, strategic relationships with Canoe Intelligence's largest clients, focusing on adoption, client health, value delivery, growth opportunities, and renewals. This role offers direct access to leading alternative investment allocators and a chance to influence team and company scaling strategies.

Responsibilities

• Build and maintain strong, long-lasting client relationships within 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.

Requirements

• Proven experience owning a book of business responsible for driving 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 highly preferred.

Skills

• Client relationship management
• Cross-functional collaboration
• Business reporting
• Net dollar retention
• Communication
• Presentation
• Negotiation

Location

• New York City

Work Type

• Hybrid
• Full-time

Experience Level

• Senior

Salary/Compensations

• $125,000 - $155,000 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.
• 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.

Equal Opportunity

• 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.