At a Glance
- Tasks: Build and maintain strong client relationships while driving growth and retention.
- Company: Canoe Intelligence, a leader in alternative investment data processes.
- Benefits: Competitive salary, flexible PTO, education assistance, and wellness perks.
- Other info: Opportunity for career growth and travel across EMEA.
- Why this job: Join a dynamic team and make a real impact in the FinTech space.
- Qualifications: Experience in B2B SaaS and financial services preferred.
The predicted salary is between 85000 - 105000 £ per year.
As a Relationship Manager, you’ll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our 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, 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
What We’re Looking For
- Previous 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
- Ability to travel, often overnight, into the EMEA region (roughly every month)
What You’ll Get
- A 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
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
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. 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. Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.
Relationship Manager employer: Canoe Intelligence
Canoe Intelligence is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives in the heart of London. Employees benefit from competitive salaries, performance bonuses, and ample opportunities for professional growth, all while working with cutting-edge technology in the alternative investments sector. Join us to make a meaningful impact as you collaborate with enterprise clients and enhance your skills in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Canoe Intelligence. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Canoe Intelligence.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Canoe Intelligence. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Canoe Intelligence and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Canoe Intelligence how you can be a team player!
How to prepare for a job interview at Canoe Intelligence
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Canoe Intelligence.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Canoe Intelligence's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
