Relationship Manager, Enterprise

Jobtailor; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobtailor is seeking an experienced Enterprise Client Success Manager in New York to own a book of enterprise clients including asset servicers, asset managers and asset owners. You will collaborate with Product, Implementation, Support, Sales and Leadership to drive retention and revenue growth, and lead adoption of best practices for client retention through business reports.

The role requires proven ability to present ROI to senior stakeholders, strong communication and negotiation skills,

Qualifications

• Own a book of business driving adoption, retention, growth, value realization and expansion.
• Communicate, present and influence key stakeholders effectively.
• Provide ROI presentations or business reviews to senior stakeholders.
• Prefer experience in B2B SaaS and financial services/FinTech.

Responsibilities

• Build and maintain strong client relationships with Enterprise Clients (Asset Servicers, Asset Managers, Asset Owners).
• Collaborate with Product, Implementation, Support, Sales, and Leadership to drive retention and revenue growth.
• Lead adoption of best practices for client retention, including business reports.
• Drive net dollar retention (post-sales expansion and renewals) for Canoe’s clients.

Skills

Book of business ownership

ROI presentations

Communication

Negotiation

Presentation skills

Client retention

Cross-functional collaboration

Job description

Responsibilities

• 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.

Requirements

• 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.

Core Competencies

Demonstrates expertise in client relationship management, driving retention and revenue growth through effective communication and collaboration with cross‑functional teams. Proven ability to present ROI and business reviews to senior stakeholders in the B2B SaaS and financial services sectors.