Relationship Manager - Grata

Datasite • New York, NY

3d • $130,000 - $140,000 • 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 owns growth within an existing customer base by building relationships with senior stakeholders, increasing adoption, and supporting successful renewals. The role covers strategic account planning, onboarding, enablement, user management, customer reviews, and collaboration with internal teams to ensure customers receive effective service and solutions. Grata operates on a hybrid schedule, with employees working from its New York City office on Mondays, Tuesdays, and Thursdays.

Requirements

• 3–5 years of experience in a customer-facing role.
• Demonstrated success managing strategic account relationships and customers across different product lines.
• Track record of meeting and exceeding performance targets.
• Ability to identify and forecast risks 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-focused executive business reviews, check-in calls, and regular touchpoints with key decision makers.
• Ability to work in a feedback-driven environment, share ideas, seek improvements, and contribute to others’ growth.
• Innovative, persuasive, creative, curious about clients’ businesses, results-oriented, optimistic, adaptable, and proactive, with a value-added mindset.
• Strong organization and attention to detail, resourceful problem-solving, and ability to manage multiple workstreams.
• Self-starter able to develop strategies and organize daily activities to execute them as an independent contributor.

Responsibilities

• Grow revenue within the existing customer base by maximizing retention, increasing product adoption and user counts, and cross-selling product modules.
• Build relationships with customers across user, champion, and decision-maker personas and monitor engagement scores, NPS, and customer feedback.
• Onboard accounts and support strong product adoption and ongoing customer engagement.
• Partner with an Account Manager to support successful renewal outcomes for a shared book of business.
• Act as the primary customer contact, answer questions, conduct periodic customer success reviews, help resolve issues and bugs with Product and Engineering, and expand platform use across accounts.
• Tailor regular in-person, video, email, and phone interactions to customer contacts using product, customer, and market knowledge.
• Maintain current client organizational maps of leadership, influencers, and decision makers to track expansion efforts.
• Share customer feedback with Product, Engineering, Marketing, and other internal stakeholders to support continuous platform improvement.
• Meet or exceed quarterly and annual revenue targets within the assigned territory.

Benefits

• Health insurance, including medical, dental, and vision coverage.
• Retirement savings plan.
• Paid time off.
• Other employee benefits; 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