Account Manager - Grata

Grata; San Francisco (CA); Hybrid; USD 130,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Grata is seeking an Account Manager to drive growth within strategic accounts, including investment firms and banks. You will engage senior stakeholders, manage renewals and upsells, and lead negotiations to secure high-value contracts.

The role supports a hybrid work model from NYC or SF with regular collaboration across product, engineering, and marketing teams. You will develop tailored growth plans, expand user groups, and maintain up-to-date account maps.

Qualifications

• 3–5 years in a customer-facing role with renewals and upsells experience.
• Experience managing strategic/enterprise accounts across multiple product lines.
• Commercially oriented with emphasis on renewals and negotiations to mutual outcomes.
• Strong communication and relationship-building abilities.
• Self-starter who can work independently and drive growth.

Responsibilities

• Develop and execute account growth strategies to expand partnerships, renewals, and upsells.
• Identify, pursue, and close upsell/cross-sell opportunities within your territory.
• Expand Grata usage beyond current user groups by opening new groups within customers.
• Lead negotiations for renewals, upsells, and new contracts to secure favorable terms.
• Build and maintain maps of client leadership and decision-makers to track expansion.
• Collaborate with product, engineering, and marketing to relay customer feedback for continuous improvement.
• Consistently exceed quarterly and annual revenue targets within your territory.

Skills

Account management

Renewals & upsells

Strategic accounts

Commercial negotiations

Relationship building

Cross-functional collaboration

Independent contributor

Job description

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. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Grata for Datasite 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 1,000 customers and has been widely recognized as the market leader by G2, PE Wire, and more.

Job Description

We are seeking a dynamic and results-oriented Account Manager to join our team and take ownership of driving growth within our Strategic Accounts (investment firms and investment banks). You will proactively interact with senior stakeholders on a regular basis, building rapport and credibility to drive end-users towards our services, and decision makers to higher value contracts. This role will involve strategic account planning, upselling and cross-selling, renewals, and collaborating with internal teams to ensure the ongoing successful delivery of services and solutions.

Grata is a hybrid company, which means our employees work from our NYC or SF offices on Mondays, Tuesdays and Thursdays.

At Grata, We Will Expect You To

• Develop and execute account growth strategies that align with customer goals and Grata’s company objectives, aiming to grow the partnership through account expansion to new teams, renewals, and upsells.
• Identify, pursue and close upselling and cross-selling opportunities within your territory
• Expand the use of Grata beyond current user groups by identifying and closing new user groups within customers in your territory
• Lead commercial negotiations in your territory for renewals, upsells, and new contracts, ensuring favorable terms for both the client and Grata.
• Build lasting relationships with decision makers leveraging product, customer and market knowledge to tailor regular interactions (in person, video call, email and phone) to each contact
• Maintain up-to-date client organizational maps including leadership, influencers (both users and financial) and key decision makers to track the progress of expansion efforts
• Collaborate with internal stakeholders. As the voice of your customers provide regular and productive feedback to cross-functional Grata teams (such as product, engineering, and marketing) to enable continuous improvement of our platform
• Consistently exceed quarterly and annual revenue targets within your territory

What We Are Looking For

• You have 3-5 years of experience in a customer-facing role, with demonstrable success managing renewals and upsells.
• You have experience managing strategic/enterprise level accounts and managing customers across different product lines.
• Commercially oriented mindset with emphasis on contract renewal and negotiation of mutually beneficial outcomes
• Ability to work in a feedback driven environment, share ideas, seek opportunities for improvement and contribute to the growth of others
• Successful candidates will be: innovative, persuasive, creative and have a genuine curiosity in their clients’ business. They will be 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 and of course, nice
• Well-organized, with a high attention to detail, you are a resourceful problem solver and can manage multiple simultaneous work streams
• Self-starter, who can develop strategies, establish and organize daily activities to execute those strategies working as a fully independent contributor

The OTE salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.

The OTE (On-Target Earnings) for the role is $130,000.00 - $140,000.00

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. 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.