Relationship Manager - Grata

Datasite • New York City, NY

1d • Hybrid

About The Position

Grata, part of Datasite, is a private market dealmaking platform that helps investors, investment bankers, management consultants, and corporate development teams find, research, and engage with private companies. The Relationship Manager drives growth within the existing customer base by building relationships with senior stakeholders and encouraging product adoption. The role includes strategic account planning, onboarding, enablement, multi-threaded user management, and collaboration with internal teams to support successful delivery of services and solutions.

This role partners with an Account Manager to support a shared book of business and successful renewals. The Relationship Manager serves as the primary customer contact, supports customer success reviews, resolves questions and issues with Product and Engineering, and expands product use within customer accounts. The position is hybrid, with employees working from the Grata NYC office on Mondays, Tuesdays, and Thursdays.

Requirements

• 3–5 years of experience in a customer-facing role.
• Demonstrated success managing strategic customer relationships across different product lines.
• Track record of meeting and exceeding performance targets.
• Success identifying and forecasting risk and growth opportunities within a book of business.
• Proficiency engaging directly with customers and working independently.
• Experience developing and delivering value-added communications, including ROI through executive business reviews, check-in calls, and regular touchpoints with key decision makers.
• Ability to work in a feedback-driven environment, share ideas, seek improvement opportunities, and contribute to others’ growth.
• Strong organization and attention to detail, resourceful problem-solving, and ability to manage multiple concurrent workstreams.
• Ability to independently develop strategies, organize daily activities, and execute as an individual contributor.
• Innovative, persuasive, creative, curious about clients’ businesses, goal-oriented, optimistic, adaptable, proactive, and focused on adding value.

Responsibilities

• Grow revenue by maximizing account retention through increased product adoption, cross-selling product modules, and increasing user counts.
• Build relationships with customers across user, champion, and decision-maker personas and a range of seniority levels.
• Onboard accounts and support strong product adoption and ongoing customer engagement.
• Partner with an Account Manager to achieve successful renewal outcomes.
• Serve as the primary customer contact for questions, customer success reviews, product issues, and account expansion.
• Resolve issues and bugs in collaboration with Product and Engineering teams.
• Tailor regular in-person, video, email, and phone interactions to customer contacts using product, customer, and market knowledge.
• Maintain current customer organizational maps that identify leadership, influencers, and decision makers and track expansion efforts.
• Share customer feedback with Product, Engineering, Marketing, and other internal stakeholders to support platform improvements.
• Meet or exceed quarterly and annual revenue targets within the assigned territory.
• Identify and forecast risks and growth opportunities across the book of business.
• Develop and deliver value-added customer communications, including ROI-focused executive business reviews and regular check-ins.

Benefits

• Health insurance, including medical, dental, and vision coverage.
• Retirement savings plan.
• Paid time off.
• Other employee benefits, with details provided during the interview process.
• The position may be eligible for bonuses, commissions, or overtime, if applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed