Relationship Manager - Grata

Booster; New York (NY); Hybrid; USD 71,300 - 118,300; Full time

Job summary

Grata, the leading private market dealmaking platform, is seeking a Relationship Manager in New York. As lead contact for assigned accounts, you will drive renewal rates, value through ROI conversations, and expand product usage across client organizations.

This hybrid role requires 3-5 years in customer-facing roles, strong communication, and the ability to forecast risk while collaborating with Product and Engineering.

Qualifications

• 3-5 years in a customer-facing role with renewals and upsell experience.
• Proven ability to engage with customers independently and drive value.
• Strong communication with ROI-focused updates and executive reviews.
• Track record of exceeding targets (renewal %, upsell %, NPS).

Responsibilities

• Onboard accounts for strong adoption and ongoing engagement.
• Serve as primary contact to resolve questions and conduct periodic success reviews.
• Grow revenue by increasing product adoption, cross-sell new modules, and user counts.
• Maintain relationships across users, champions, and decision makers using engagement metrics.
• Identify account risks and drive churn mitigation with cross-team collaboration.

Skills

Customer-facing

Renewals

Upsells

ROI presentations

Executive reviews

Forecasting risk

Job description

Grata 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 1,500 customers and has been widely recognized as the market leader by G2, PE Wire, and more.

We are looking for a Relationship Manager to join our team! The ideal candidate should have a proven track record of account management, maintaining high customer renewal rates as a result of outstanding customer engagement at all levels of their clients’ organizations. As Grata’s lead contact for your assigned accounts, you are responsible for ensuring high levels of customer satisfaction and driving customer ROI, becoming a trusted advisor to each of your clients. Your primary goal will be driving commercial success across your accounts.

Grata is a hybrid company; employees work from our New York City office on Mondays, Tuesdays, and Thursdays.

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.

Qualifications

• 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.
• Innovative, persuasive, creative, and truly curious about clients’ businesses. Goal- and results-oriented, optimistic, and smart with a value-added mindset, proactive, and adaptable to change.
• Experience developing and delivering value-added communications, including ROI presentations such as executive business reviews, user check-in calls, and regular touchpoints with key influencers.
• 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 high attention to detail, resourceful problem-solver who can manage multiple work streams.
• Track record of exceeding target KPIs including renewal %, upsell %, monthly active usage, and NPS.
• Embrace our values: thoughtful, selfless, and responsive.

Benefits

The base 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.

$71,300.00 - $118,300.00

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.