Relationship Manager - Grata

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

Job summary

Grata is the leading private market dealmaking platform seeking a Relationship Manager in San Francisco. The role focuses on account management, driving renewals, and optimizing upsell opportunities while ensuring high customer ROI and satisfaction.

The position is hybrid, with in-office days in San Francisco and close collaboration with Product and Engineering teams to resolve issues and expand product usage. Strong communication and a data-driven mindset are essential.

Qualifications

• 3-5 years of customer-facing experience with renewals and upsell responsibilities.
• Proven ability to engage directly with customers and work independently.
• Innovative, persuasive, and goal-oriented with a proactive mindset.

Responsibilities

• Onboard accounts and drive ongoing adoption and engagement throughout the customer lifecycle.
• Serve as the primary contact to resolve questions via email/phone and conduct customer success reviews.
• Collaborate with Product and Engineering to resolve issues and expand product use within accounts.
• Grow revenue by improving retention, renewals, upsell opportunities, and cross-sell of modules.
• Maintain relationships across users, champions, and decision-makers and monitor engagement metrics.
• Identify account risks early and coordinate with teams to drive churn mitigation.

Skills

Account management

Customer success

Renewals

Upsells

Stakeholder engagement

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 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, which means our employees work from our San Francisco office on Mondays, Tuesdays and Thursdays.

At Grata, We Will Expect You To

• 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.

What We Are Looking For

• You have 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.
• 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.
• Experience developing and delivering value added communications including the ROI Grata delivers. Examples include; executive business reviews, user check-in calls, and regular touch points 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 a high attention to detail, you are a resourceful problem solver and can manage multiple work streams.
• A track record of exceeding target KPIs including but not limited to: renewal %, upsell %, monthly active usage, and NPS
• You embrace our values. You’re thoughtful, selfless, and responsive.

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.