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About the Role
As a Relationship Manager, you will lead long-term, strategic relationships with clients, ensuring their successful adoption and overall health. You will deliver value and ROI, identify growth opportunities, and manage the client renewal process. This role offers direct access to leading allocators of alternative investments and a chance to shape the team and company's scaling strategy.
Responsibilities
- Build and maintain strong, long-lasting client relationships across all client segments within the EMEA Region / APAC.
- 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.
Requirements
- Previous 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 is highly preferred.
- Ability to travel, often overnight, into the EMEA region (roughly every month).
Skills
- Client relationship management
- Cross-functional collaboration
- Client retention strategies
- Net dollar retention
- Communication
- Presentation
- Negotiation
Location
- Hybrid in London, UK
Work Type
- Hybrid
- Full-time
Experience Level
- Mid-level
Salary/Compensations
- 85,000 - 105,000 GBP base salary + bonus
Benefits
- Stipend for benefits, including medical, dental, & vision benefits
- Flexible PTO
- Pension contribution
- 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
- 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.