COMPANY: Canoe Intelligence, A Bloomberg Company

WEBSITE: https://canoeintelligence.com/

TITLE: Relationship Manager, Enterprise

LOCATION: New York City

SALARY = 125,000 - 155,000 USD Annual + Benefits + Bonus

The Role:

As a Sr. Relationship Manager, you’ll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our largest 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.

What You’ll Do:

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

What We’re Looking For:

• Proven 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 You’ll Get:

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

Our Values:

• Client First —> Listen, and deliver client-centric solutions

• Be An Owner —> Take initiative, improve situations, drive positive outcomes

• Excellence —> Always set the highest standard for yourself and others

• Win Together —> 1 + 1 = 3

Who We Are:

Canoe Intelligence ("Canoe"), a Bloomberg Company, is the data management and intelligence platform powering how the world invests in alts. Our AI-native platform automates the manual data processing, cutting operational costs and risk while future-proofing alts infrastructure for long term growth. Timely, accurate, and comprehensive data arms investment teams to act with the decisiveness of public markets. Canoe’s AI-driven platform was initially incubated in 2013 for Portage Partners LLC, a private multi-family office investment firm, and launched commercially in 2017. In October 2026, Canoe became a part of Bloomberg, combining our private markets data expertise with Bloomberg’s technology, data management capabilities, and global scale. Together, we’re building a connected experience across public and private markets, and investing in the Canoe platform, people, and dedicated client service that got us here. With Canoe, it’s all about making Alts, smarter.

Canoe is an equal opportunity employer and prohibits discrimination in employment. It is Canoe’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, self-identified or perceived sex, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy, childbirth or related medical conditions, or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a “Protected Characteristic”).Canoe prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.