Jobs · Business Development · California

Relationship Manager - Grata

Datasite · San Francisco, CA · 4 days ago
Business Development$71k–$118k/yrFull-time

Job Description

Grata 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 1,500 customers and has been widely recognized as the market leader by G2, PE Wire, and more. We are looking for a Relationship Manager to join our team!

Responsibilities

  • Ensure high levels of customer satisfaction and drive customer ROI, becoming a trusted advisor to each of your clients.
  • Drive commercial success across your accounts.
  • Perform initial onboarding of accounts, ensuring strong adoption and ongoing engagement throughout the customer’s lifetime.
  • Serve as the primary contact for customers to resolve questions over email/phone, perform periodic customer success reviews that confirm satisfaction, resolve issues and bugs with the help of the Product and Engineering teams, and expand Grata use throughout the account.
  • Grow your revenue base by maximizing account retention as well as renewal and upgrade revenue through increased product adoption, cross sales of new product modules, and increased user counts.
  • Maintain strong relationships with customers across varied personas: users, champions and decision makers measured through engagement scores, NPS, and recorded customer feedback.
  • Proactively identify account risks and drive churn mitigation strategies, bringing together the appropriate team members from within Grata to achieve consistently high client health scores.

Requirements

  • 3-5 years of experience in a customer-facing role, with commercial experience managing renewals and upsells.
  • Proven proficiency engaging directly with customers and working independently.
  • Innovative, persuasive, creative, and have a genuine curiosity in their clients’ business.
  • Goal and results-oriented, optimistic and smart, with a value-added mindset, a proactive approach to the role and the ability to adapt to change.
  • Experience developing and delivering value added communications including the ROI Grata delivers. Examples include; executive business reviews, user check-in calls, and regular touch points with key influencers.
  • Demonstrable success identifying and forecasting risk as well as growth opportunities within your book of business.
  • Confident, high energy, self-motivated, and a true team player.
  • Well-organized, with a high attention to detail, you are a resourceful problem solver and can manage multiple work streams.
  • A track record of exceeding target KPIs including but not limited to: renewal %, upsell %, monthly active usage, and NPS.

Qualifications

  • You embrace our values. You’re thoughtful, selfless, and responsive.

Skills

  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong relationships with clients.
  • Strong analytical and problem-solving skills.
  • Ability to prioritize tasks and meet deadlines.

Benefits

  • Health insurance (medical, dental, vision)
  • Retail savings plan
  • Paid time off
  • Other employee benefits

Pay

$71,300.00 - $118,300.00

Schedule

Hybrid, working from Grata's New York City office on Mondays, Tuesdays and Thursdays.

Company Culture

We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.

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