Datasite · 1 month ago
Relationship Manager- Grata
USA - NY - New York City
Full-time
Hybrid
Mid Level
$83K/yr - $142K/yr
3+ years expDatasite is a global center for facilitating economic value creation, and they are seeking a Relationship Manager for Grata, the leading private market dealmaking platform. The role involves ensuring high levels of customer satisfaction, driving commercial success, and managing relationships with clients to maximize account retention and revenue growth.
FinTechSoftware
Responsibilities
Combine commercial and engagement strategies throughout each client’s annual life cycle to achieve consistent growth in your book. Your north star metric will be your book’s NRR
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
Qualification
Required
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
Successful candidates will be: 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
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
You embrace our values. You're thoughtful, selfless, and responsive
Benefits
Health insurance (medical, dental, vision)
A retirement savings plan
Paid time off
Other employee benefits
Company
Datasite
Datasite is a leading SaaS platform used by enterprises globally to execute complex, strategic projects.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-10-19Acquired
Leadership Team
Rusty Wiley
Chief Executive Officer
James Lehnhoff
Chief Technology Officer
Recent News
HongKong Business
2025-09-29
The European Financial Review
2025-09-02
2025-08-24
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