Relationship Manager - Grata
Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more, we bring together the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany—collectively defining the future for business growth.
About the role
Grata is the leading private market dealmaking platform, making it easy to find, research, and engage with private companies. Our platform offers the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners. We serve leading investors (PE/growth), investment bankers, management consultants, and corporate development teams to help them discover and win more deals. With over 1,500 customers and recognition as the market leader by G2, PE Wire, and more, we are looking for a Relationship Manager to join our team.
The ideal candidate will have a proven track record in account management, maintaining high customer renewal rates through outstanding engagement at all levels of client organizations. As Grata’s lead contact for your assigned accounts, you will ensure high levels of customer satisfaction, drive customer ROI, and act as a trusted advisor. Your primary goal will be driving commercial success across your accounts.
Grata is a hybrid company, with employees working from our New York City office on Mondays, Tuesdays, and Thursdays.
Responsibilities
- Combine commercial and engagement strategies throughout each client’s annual life cycle to achieve consistent growth in your book, with NRR as your north star metric.
- 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 via email/phone, conduct periodic customer success reviews, resolve issues and bugs with Product and Engineering teams, and expand Grata use throughout the account.
- Grow your revenue base by maximizing account retention, renewal, and upgrade revenue through increased product adoption, cross-selling new product modules, and expanding 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, collaborating with internal teams to maintain high client health scores.
- Develop and deliver value-added communications, such as executive business reviews, user check-in calls, and regular touchpoints with key influencers.
- Demonstrate success in identifying and forecasting risk as well as growth opportunities within your book of business.
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, and creative with a genuine curiosity in clients’ businesses.
- Goal- and results-oriented, optimistic, and smart, with a value-added mindset and a proactive approach to the role.
- Ability to adapt to change and manage multiple work streams with high attention to detail.
- Track record of exceeding target KPIs, including renewal %, upsell %, monthly active usage, and NPS.
- Alignment with our values: thoughtful, selfless, and responsive.
Benefits
- Health insurance (medical, dental, vision).
- Retirement savings plan.
- Paid time off.
- Other employee benefits (details provided during the interview process).
Pay
The base salary range for this position is $71,300.00 - $118,300.00. The range represents the estimated low and high end based on a good faith assessment of the role and market data at the time of posting. Compensation may vary based on geographic region, skills, qualifications, experience, and position requirements. This role may also be eligible for bonuses, commissions, or overtime if applicable.