Canoe is looking for a Client Success Manager to help oversee its client success strategy and drive revenue retention and growth. The Client Success Manager will report directly to the Director of Client Success and will be tasked with owning client relationships and representing client interests within Canoe. You will play a crucial role in growing and scaling the business.

What You’ll Do:

Own client relationships end to end, ensure clients reach their business goals utilizing Canoe
Collaborate with team members to oversee and shepherd client renewals, expansion opportunities and acquisition of references
Create client success plans and execute quarterly business reviews with clients
Foster product adoption through user training, understanding of client business goals and proactive day-to-day communication
Understand customer outcomes by communicating with customers, analyze customer health metrics, and gather feedback
Represent the voice of the customer to provide input into every core product, marketing and sales process
Set, manage, and communicate client expectations with Canoe’s Product and Engineering teams
Provide insights to customers to ensure that they get the most out of the platform with the aim of helping grow our customer base

What We’re Looking For:

~5 years of experience in a client facing/support role, preferably in Finance or SaaS.
Experience in Sales or track record of client growth preferred
High energy, optimistic and highly motivated professionals with excellent communication, presentation, interpersonal and time management skills
Proven ability to build client relationships, demonstrate passion for client success, articulate value and develop trust
High professional and personal standards
Hands-on and accountability driven mentality that takes pride in getting the job done accurately in a timely fashion
Intellectual curiosity, a mind for process, a love of data and a passion for problem solving and critical thinking
Ability to effectively work in a team environment
A comfort level with both giving and receiving respectful constructive critical feedback
All other duties as assigned

What You'll Get:

Full benefits coverage, including Medical, Dental, Vision, and commuter benefits
Ability to help strategize Client Success approaches as Canoe grows
Opportunity to develop expertise in alternative investments working across 10 distinct client segments
Ability to impact the company in other areas and wear many different hats for a rapidly-growing technology company with a great culture

What’s The Process?

Our candidate discovery process generally constitutes the following key milestones: Two Phone Interviews, Video Interviews, and a Presentation Project

Our Principles:

Integrity that adheres to, and encourages, high professional and personal standards
Execution and accountability-driven mentality that takes pride in getting the job done
Intellectual curiosity, a mind for process and a drive for continual improvement
Demonstrated passion for problem solving, a desire to help people and a client-centric focus
A comfort level with both giving and receiving respectful constructive critical feedback
The ability to identify and articulate goals and measurements for your and others’ success

Who We Are:

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.

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