Relationship Manager (Corporate) - Grata

Datasite•New York, NY

66d•$71,300 - $118,300•Hybrid

About The Position

Grata is the leading private market dealmaking platform, making it easy to find, research, and engage with private companies. Our platform offers the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners, assisting leading investors, investment bankers, management consultants, and corporate development teams in discovering and winning more deals. Grata has over 1,500 customers and is recognized as a market leader. We are seeking a Relationship Manager to join our team, responsible for account management, maintaining high customer renewal rates through outstanding customer engagement, and driving customer ROI as a trusted advisor. The primary goal is to drive commercial success across assigned accounts.

Requirements

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 have a genuine curiosity in their clients’ business.
Goal and results-oriented, optimistic and smart, with a value-added mindset.
Proactive approach to the role and the ability to adapt to change.
Experience developing and delivering value added communications including the ROI Grata delivers (e.g., 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.
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.
Embrace company values: thoughtful, selfless, and responsive.

Responsibilities

Combine commercial and engagement strategies throughout each client’s annual life cycle to achieve consistent growth in your book, with the north star metric being 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.
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.