Team Lead, Relationship Management - Grata

Overview

Grata for Datasite is the leading private market dealmaking platform that makes it easy to find, research, and engage with private companies, offering comprehensive, accurate, and searchable proprietary data.
About the Role

We are looking for an exceptional Team Lead to join our Relationship Management organization. In this player‑coach role you will manage a partial book of full lifecycle accounts and support a broader team of Relationship Managers across retention and growth motions.
Key Responsibilities

Own a book of customers and drive end‑to‑end customer success by combining commercial strategy with deep engagement to maximize adoption, retention, and overall NRR.
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.
Manage a small RM team. Lead 1‑2 Relationship Managers, 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, including renewal success, upsells, product adoption, license utilization, risk mitigation and value delivery.
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 towards staying up to date with relevant knowledge and best practices to improve team performance.
Qualifications

4+ years of work experience in customer success, account management, or relationship management.
SaaS specific experience is a bonus but not a requirement.
1+ years of experience in building, managing, or coaching a high‑performing customer success team.
Passionate about developing people and coaching to meet 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 communication skills, both verbal and written, and ability to work across groups.
Compensation & Benefits

The base salary range for this position is $118,800.00 – $207,200.00. The 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. Details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.
Equal Employment Opportunity Statement

Our company is committed to fostering a diverse and inclusive workforce. 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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