Team Lead, Relationship Management - Grata
Grata, New York, NY, United States
Job Description
Grata for Datasite is a leading private market deal‑making platform that helps investors, investment bankers, consultants, and corporate development teams discover and win more deals. With over 1,500 customers, Grata’s comprehensive, accurate, and searchable proprietary data on private companies, their financials, and owners is recognized as the market leader.
About the Role Grata is looking for an exceptional Team Lead to join our Relationship Management organization. In this player‑coach role you’ll manage a partial book of full‑life cycle accounts while supporting and enabling a broader team of Relationship Managers (RMs) across both retention and growth motions. Reporting to a Director of Relationship Management, you’ll drive execution, consistency, and coaching, stabilize accounts at risk, scale best practices for adoption and value realization, and guide RMs to deliver strong commercial outcomes. The role is hybrid – employees work from our NYC office on Mondays, Tuesdays, and Thursdays.
Key Responsibilities
Own a book of customers: drive end‑to‑end customer success by combining commercial strategy with deep engagement, serve as the primary point of contact for all account needs, conduct value reviews, and partner cross‑functionally with Sales, Product, and 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.
Lead a small RM team: manage 1–2 Relationship Managers, each with their own book of business, to achieve commercial outcomes of >100% NRR, own the team’s metrics, and drive renewal success, upsells, product adoption, license utilization, and risk mitigation.
Impact team member performance, growth, collaboration, and development through ongoing coaching and mentorship.
Identify patterns 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 to stay up to date with relevant knowledge and share best practices to enhance team performance.
What We Are Looking For
4+ years of work experience in customer success, account management, or relationship management (SaaS experience is a bonus).
1+ years of experience building, managing, or coaching a high‑performing customer success team or peers.
Passionate about developing people and coaching teams to reach their full potential.
Proven success with owning and driving onboarding, adoption, customer renewals, upsells, and NRR.
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 verbal and written communication skills, and ability to work across groups.
Compensation & Benefits Base salary range: $118,800.00 – $207,200.00 (the range represents the estimated low and high end for this position). The final offer may vary based on geography, skills, qualifications, experience, and responsibilities. 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.
Our 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.
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About the Role Grata is looking for an exceptional Team Lead to join our Relationship Management organization. In this player‑coach role you’ll manage a partial book of full‑life cycle accounts while supporting and enabling a broader team of Relationship Managers (RMs) across both retention and growth motions. Reporting to a Director of Relationship Management, you’ll drive execution, consistency, and coaching, stabilize accounts at risk, scale best practices for adoption and value realization, and guide RMs to deliver strong commercial outcomes. The role is hybrid – employees work from our NYC office on Mondays, Tuesdays, and Thursdays.
Key Responsibilities
Own a book of customers: drive end‑to‑end customer success by combining commercial strategy with deep engagement, serve as the primary point of contact for all account needs, conduct value reviews, and partner cross‑functionally with Sales, Product, and 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.
Lead a small RM team: manage 1–2 Relationship Managers, each with their own book of business, to achieve commercial outcomes of >100% NRR, own the team’s metrics, and drive renewal success, upsells, product adoption, license utilization, and risk mitigation.
Impact team member performance, growth, collaboration, and development through ongoing coaching and mentorship.
Identify patterns 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 to stay up to date with relevant knowledge and share best practices to enhance team performance.
What We Are Looking For
4+ years of work experience in customer success, account management, or relationship management (SaaS experience is a bonus).
1+ years of experience building, managing, or coaching a high‑performing customer success team or peers.
Passionate about developing people and coaching teams to reach their full potential.
Proven success with owning and driving onboarding, adoption, customer renewals, upsells, and NRR.
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 verbal and written communication skills, and ability to work across groups.
Compensation & Benefits Base salary range: $118,800.00 – $207,200.00 (the range represents the estimated low and high end for this position). The final offer may vary based on geography, skills, qualifications, experience, and responsibilities. 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.
Our 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.
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