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 youâll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.
Â
Apply for one position or as many as you like. Talent doesnât always just go in one direction or fit in a single box. Weâre happy to see whatever your superpower is and find the best place for it to flourish.
Â
Get started now, we look forward to meeting you..
Job Description:
Grata for Datasite 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.
About the Role
Grata is looking for an exceptionalTeam Lead to join our Relationship Management organization.In this player-coach role,youâllmanage a partial book of full lifecycle accounts, while supporting and enabling a broader team of Relationship Managers(RMs)across both retention and growth motions.
Reporting toaDirector of Relationship Management,youâlldrive execution, consistency, and coaching across the Relationship Management organization.Youâllhelp stabilize accounts at risk,scalebest practices for adoption and valuerealization,and guide RMsto deliver strong commercial outcomes.Â
We take pride in building an amazing product and providing the best possible customer experience. We are looking for someone to drive excellence in themselves and inspireitin their team.
Grata is a hybrid company, which means our employees work from our NYC office on Mondays,Tuesdaysand Thursdays.
At Grata, we will expect you to:
Own a book of customersÂ
Driveend-to-endcustomer success by combining commercial strategy with deep engagement to maximize adoption, retention, and overall NRR across yourbook ofbusiness.
Serve as the primary point of contact for all account needs, conduct value reviews, and partner cross-functionally with Sales, Product, Engineering to streamline customer experience and expand use cases.Â
Build strong multi-level customer relationships, proactively mitigate risks, and grow revenue through renewals, upgrades, and increased product adoption to ensure consistently high client health.
Manage a small RM team
Lead a team of1-2RelationshipManagers, each with their own book of business, to achieve commercial outcomes of >100% NRR.
Own your teamâs metrics, and drive the plan to exceed them, specifically renewal success, upsells, product adoption, licenseutilization, riskmitigationand value delivery.
Impact teammemberperformance, growth, collaboration, and development through ongoing coaching and mentorship.
Operationalize Success
Identifypatterns across accounts and coach the team to improve consistency and execution. Build playbooks, systems and programs that raise the bar for customer engagement, adoption, and retention.
Define, track, and share key metrics related to customer health, retention, and team performance. Partner with leadership to improve visibility into leading indicators and drive data-informed decision-making.
Proactively invest time and effort towards staying up to date with relevant knowledge andknow-howgeared towards making each of their team members better through feedback and process optimization.
What we are looking for:Â
4+ years ofworkexperience in customer success, account management, or relationship management. SaaS specific experienceis a bonusbut not a requirement.
1+ years of experience in building,managing, or coachinga high performing customer successteamand/or peers
Passionate about developing people and coaching your team to meet their full potential
Proven success withowning and drivingonboarding,adoption,customer renewals, upsells andNRR
Ability to work independently and lead initiatives in a fast-paced environment
Excellent critical thinking skills; able to break down business problems and create solutions that align to business goals
Exceptional communication skills, both verbal and written, and ability to work across groups
#LI-Grata
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 candidateâs 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.
$118,800.00 - $207,200.00Our 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.
datasite