Strategic Relationship Manager - Wealth Tech Growth

Jobtailor; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an Enterprise Client Success Manager to own a book of institutional and wealth management clients, driving retention, renewals and post‑sales expansion while collaborating with cross‑functional teams to maximize value.

You will present ROI and business reviews to senior stakeholders, advocate best practices for retention, and lead growth initiatives across B2B SaaS and financial services segments.

Qualifications

• Experience owning a book of business and driving adoption, retention, growth, value realization, expansion, upselling.
• Ability to communicate, present, and influence key stakeholders.
• Experience providing ROI presentations or business reviews to senior stakeholders.
• Excellent listening, negotiation, and presentation skills.
• B2B SaaS experience preferred.
• Experience in financial services, FinTech, or alternative investments preferred.

Responsibilities

• Build and maintain strong, long‑lasting client relationships within our Institutional and Wealth Management segments.
• 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.

Skills

Client Retention

Business Reporting

Value Realization

Upselling

Post‑Sales Expansion

Job description

Jobtailor is seeking an Enterprise Client Success Manager to own a book of institutional and wealth management clients, driving retention, renewals and post‑sales expansion while collaborating with cross‑functional teams to maximize value.

You will present ROI and business reviews to senior stakeholders, advocate best practices for retention, and lead growth initiatives across B2B SaaS and financial services segments.