Team Lead, Relationship Management - Grata

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,you’llmanage 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,you’lldrive execution, consistency, and coaching across the Relationship Management organization.You’llhelp stabilize accounts at risk,scalebest practices for adoption and valuerealization,and guide RMsto deliver strong commercial outcomes. 

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 customers 

• 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. 

• 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 team’s 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: 

• 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