Datasite · 1 month ago
Manager, Relationship Management - Grata
USA - NY - New York City - Grata
Full-time
Onsite
Mid, Senior Level
$119K/yr - $207K/yr
5+ years expDatasite is a global center for facilitating economic value creation for companies across the globe. Grata, a leading private market dealmaking platform, is looking for a Relationship Management leader to drive excellence in customer experience and team performance, while managing a team of relationship managers to achieve commercial success.
FinTechSoftware
Responsibilities
Hire, coach and develop the best Relationship Managers in the industry. Your team’s success and achievements of targets is your top priority
Lead a team of 3-5 relationship managers, each with their own book of business, to achieve commercial success of >100% NRR
Own your team’s metrics, and drive the plan to exceed them, specifically renewal success, upsells, product adoption, license utilization, risk mitigation and value delivery
Impact team member performance, growth, collaboration, and development through coaching and mentorship
Partner with other RM leaders to build and refine processes, systems, and resources to make the teams and our customers successful
Adopt a data-driven approach to communicate effectively and transparently with leadership on business issues and potential solutions
Be guided by our customers’ experience as well as the company’s broader goals in day-to-day tasks, interactions, and projects
Work closely with internal teams (Support, Sales, Product, etc.) to align priorities, collaborate on customer needs/opportunities, and deliver increasing value over time
Proactively invest time and effort towards staying up to date with relevant knowledge and know-how geared towards making each of their team members better through feedback and process optimization
Qualification
Required
5+ years of work experience, with 3+ 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
Passionate about developing people and coaching your team to meet their full potential
Demonstrated ability leading a customer facing team - helping your team prioritize and manage their book of business, develop and drive best practices and drive strategic value for customers
Experience owning and managing customer renewals, upsells and revenue targets
Exceptional organizational skills, including familiarity with technology-based solutions
Ability to work independently and lead initiatives in a fast-paced environment
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 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.
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
Company data provided by crunchbase