Relationship Management - Grata

Position

Relationship Manager – Grata
Overview

Grata 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.
Responsibilities

Serve as Grata’s lead contact for your assigned accounts, ensuring high levels of customer satisfaction and driving customer ROI, becoming a trusted advisor to each of your clients.
Combine commercial and engagement strategies throughout each client’s annual life cycle to achieve consistent growth in your book; your north star metric will be your book’s NRR.
Perform initial onboarding of accounts, ensuring strong adoption and ongoing engagement throughout the customer’s lifetime.
Serve as the primary contact for customers to resolve questions over email or phone, conduct periodic customer success reviews that confirm satisfaction, and resolve issues and bugs with the help of the Product and Engineering teams.
Expand Grata use throughout the account by driving commercial success and delivering ROI.
Grow your revenue base by maximizing account retention, renewal, and upgrade revenue through increased product adoption, cross‑selling of new product modules, and increased user counts.
Maintain strong relationships with customers across varied personas: users, champions, and decision makers, measured through engagement scores, NPS, and recorded customer feedback.
Proactively identify account risks and drive churn mitigation strategies, bringing together appropriate team members from within Grata to achieve consistently high client health scores.
Qualifications

3–5 years of experience in a customer‑facing role, with commercial experience managing renewals and upsells.
Proven proficiency engaging directly with customers and working independently.
Innovative, persuasive, creative, with genuine curiosity in clients’ businesses.
Goal‑oriented, results‑oriented, optimistic, smart, with a value‑added mindset and proactive approach.
Experience developing and delivering value‑added communications, including ROI delivered by Grata; e.g., executive business reviews, user check‑in calls, and regular touch points with key influencers.
Demonstrable success identifying and forecasting risk as well as growth opportunities within your book of business.
Confident, high‑energy, self‑motivated, true team player.
Well‑organized, detail‑oriented, resourceful problem solver, able to manage multiple workstreams.
Track record of exceeding target KPIs, including renewal %, upsell %, monthly active usage, and NPS.
Work Location & Hybrid Schedule

Grata is a hybrid company. Employees work from the NYC office on Mondays, Tuesdays, and Thursdays; if you are based in SanFrancisco, in‑office days are Tuesday and Wednesday.
Compensation & Benefits

Base salary range: $71,300.00 – $118,300.00.
Possible eligibility 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.
E‑E‑O Statement

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, 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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