Relationship Manager, Strategic

Canoe Intelligence
New York, NYFULL_TIMEPosted Jul 16, 2026

Role responsibilities

As a Relationship Manager, you will lead long-term, strategic relationships with clients and ensure their successful adoption of services. You will collaborate with cross-functional teams to drive retention and revenue growth.

Requirements

Candidates should have previous experience managing a book of business with a focus on adoption, retention, and growth. Experience in B2B SaaS and financial services, particularly in alternative investments, is highly preferred.

Key skills

Client Relationship Management, Communication, Presentation Skills, Negotiation, B2B SaaS, Financial Services, FinTech, Alternative Investments, Stakeholder Engagement, Business Reviews, Value Realization, Retention Strategies, Growth Opportunities, Cross-Functional Collaboration, Client Success, Implementation

Keywords

Alternative Investments, Client Relationship Management, B2B SaaS, Financial Services, FinTech, Data Management, Automation, ROI, Stakeholder Engagement, Business Reports, Client Success, Retention Strategies, Growth Opportunities, Cross-Functional Collaboration, Implementation, Support, Sales

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