Account Manager - Grata

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

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Job summary

Datasite is seeking an Account Manager to drive growth within strategic accounts, including investment firms and banks. You will manage renewals, upsells, and cross-sell opportunities, expanding use across client teams while leading negotiations to secure high-value contracts.

You will build relationships with senior stakeholders, coordinate with product and sales teams, and help deliver ongoing value through Grata for Datasite’s platform.

Qualifications

• 3–5 years in a customer-facing role with renewals and upsells.
• Experience managing strategic/enterprise accounts and cross-product customers.
• Commercial focus on renewals and negotiated outcomes.

Responsibilities

• Develop account growth strategies aligning with customer goals and Grata/Datasite objectives.
• Identify, pursue and close upsell and cross-sell opportunities within territory.
• Expand usage beyond current user groups and new teams within clients.
• Lead renewals and commercial negotiations for favorable terms.
• Build executive relationships with decision makers and influencers.
• Maintain accurate client maps of leadership and key decision makers.
• Collaborate with internal teams and provide customer feedback for improvement.
• Consistently exceed quarterly and annual revenue targets.

Skills

Renewals & upsells

Strategic accounts

Contract negotiations

Stakeholder management

Cross-functional collaboration

Job description

Datasite & Associates

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

We’re happy to see whatever your superpower is and find the best place for it to flourish.

Grata for Datasite Overview

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.

Position: Account Manager - Strategic Accounts

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.

• 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.

Desired Experience & Skills

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.

Compensation & Benefits

• 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.

#LI-Grata

Location & Schedule

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

Equality & Diversity

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.

Background

Welcome to the Datasite global recruitment page. This is where you can explore opportunities and find the one that's the best fit for you. It's where all the high-tech, high-value, cutting edge technology businesses that form our economic value creation platform post the jobs they need you for. It's the central hub for Datasite, Blueflame AI, Grata, and Sherpany. The best of the best from the very best people. The inquisitive. The inspirational. The inventive. The challenging. The builders of tomorrows. The people who come together to simplify the complex, create great experiences and deliver better outcomes for themselves and our customers.