Account Manager - Grata

About the role

Grata for Datasite is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners. We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1,000 customers and has been widely recognized as the market leader by G2, PE Wire, and more.

We are seeking a dynamic and results-oriented Account Manager to join our team and take ownership of driving growth within our Strategic Accounts (investment firms and investment banks). You will proactively interact with senior stakeholders on a regular basis, building rapport and credibility to drive end-users towards our services, and decision makers to higher value contracts. This role will involve strategic account planning, upselling and cross-selling, renewals, and collaborating with internal teams to ensure the ongoing successful delivery of services and solutions.

Responsibilities

• Develop and execute account growth strategies that align with customer goals and Grata’s company objectives, aiming to grow the partnership through account expansion to new teams, renewals, and upsells.
• Identify, pursue and close upselling and cross-selling opportunities within your territory.
• Expand the use of Grata beyond current user groups by identifying and closing new user groups within customers in your territory.
• Lead commercial negotiations in your territory for renewals, upsells, and new contracts, ensuring favorable terms for both the client and Grata.
• Build lasting relationships with decision makers leveraging product, customer and market knowledge to tailor regular interactions (in person, video call, email and phone) to each contact.
• Maintain up-to-date client organizational maps including leadership, influencers (both users and financial) and key decision makers to track the progress of expansion efforts.
• Collaborate with internal stakeholders. As the voice of your customers provide regular and productive feedback to cross-functional Grata teams (such as product, engineering, and marketing) to enable continuous improvement of our platform.
• Consistently exceed quarterly and annual revenue targets within your territory.

Qualifications

• 3-5 years of experience in a customer-facing role, with demonstrable success managing renewals and upsells.
• Experience managing strategic/enterprise level accounts and managing customers across different product lines.
• Commercially oriented mindset with emphasis on contract renewal and negotiation of mutually beneficial outcomes.
• Ability to work in a feedback driven environment, share ideas, seek opportunities for improvement and contribute to the growth of others.
• Innovative, persuasive, creative, with genuine curiosity in clients’ business.
• Goal and results-oriented, optimistic and smart, with a value‑added mindset, proactive approach to the role and ability to adapt to change.
• Well‑organized, with high attention to detail; resourceful problem solver able to manage multiple simultaneous work streams.
• Self‑starter capable of developing strategies, establishing and organizing daily activities to execute those strategies as a fully independent contributor.

Benefits

• Health insurance (medical, dental, vision)
• Retirement savings plan