Datasite · 1 month ago
Director, Relationship Management- Grata
Datasite is a global leader in facilitating economic value creation through innovative technology solutions. The Director of Relationship Management at Grata will lead a team of relationship managers to ensure client retention and satisfaction while driving strategic growth initiatives.
FinTechSoftware
Responsibilities
Manage a team of 5-8 relationship managers as direct reports, each with their own book of business, to commercial success of >100% retention
Meet segment retention goals (accounts, GRR and NRR) as well as NPS KPIs, leveraging your analytical skill, leadership and creativity to guide your team to consistent execution of best practices
You will be leading up to two client market segments and have responsibility for strategy development by segment, forecasting and future growth planning
Actively participate in assessing client health, working with your team to communicate value in client meetings resulting in early recognition of risk and reduced churn in each segment
Lead, coach, motivate and support team members to achieve success and pursue their personal and career development
Drive exceptional teamwork and collaboration while leveraging individual strengths to our mission
Place our customers at the center of your efforts, aligning your team to advocate for their customers while keeping our company’s broader interests in mind
Communicate clearly and effectively across all stakeholders; your team, peers, customers and senior leadership
Measure your performance, make data driven decisions, and track progress continuously
Build a world class team, hiring, onboarding, and training all new employees
Qualification
Required
7+ years of work experience, with 4+ in customer success, account management, or relationship management
2+ years of experience managing a relationship management team and/or as a team lead in sales, account management, or executing upsells within an RM function
Exceptional organizational skills, including familiarity with technology-based solutions
Strong problem-solving abilities and a customer-focused mindset
Ability to work independently and lead initiatives in a fast-paced environment
Passion for customer experience, empowering others, and delivering value to customers
Excellent critical thinking skills; able to break down business problems and create solutions that align to business goals
Exceptional communication skills, both verbal and written, and ability to work across groups
Excellent team player with strong leadership skills
Preferred
SaaS specific experience is a bonus but not a requirement
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.
Funding
Current Stage
Late StageTotal Funding
unknown2020-10-19Acquired
Recent News
HongKong Business
2025-09-29
The European Financial Review
2025-09-02
2025-08-24
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