Manager of Relationship Management (Grata)

About the Role
Grata is a private market dealmaking platform that helps investors, investment bankers, and corporate development teams discover and win more deals. The company seeks an exceptional Relationship Management (RM) leader with a passion for developing others, building effective teams, and ensuring outstanding customer experience.

Responsibilities

Hire, coach and develop a high‑performing team of Relationship Managers, ensuring their success and achievement of targets.

Lead a team of 3‑5 relationship managers, each managing their own book of business, to achieve commercial success of over 100% NRR.

Own team metrics and drive plans to exceed renewal success, upsells, product adoption, license utilization, risk mitigation, and value delivery.

Impact team member performance, growth, collaboration, and development through coaching and mentorship.

Partner with other RM leaders to build and refine processes, systems, and resources that drive team and customer success.

Adopt a data‑driven approach to communicate effectively and transparently with leadership on business issues and potential solutions.

Be guided by the customer experience as well as broader company goals in day‑to‑day tasks, interactions, and projects.

Work closely with internal teams (Support, Sales, Product, etc.) to align priorities, collaborate on customer needs and opportunities, and deliver increasing value over time.

Proactively invest time and effort in staying up to date with relevant knowledge and know‑how, optimizing feedback and processes to improve team performance.

Ability to work independently and lead initiatives in a fast‑paced environment.

Passionate about developing people and coaching teams to reach their full potential.

Exceptional organizational skills, including familiarity with technology‑based solutions.

Excellent critical thinking skills; able to break down business problems and create aligned solutions.

Excellent communication skills, both verbal and written, and ability to work across groups.

Qualifications

5+ years of work experience, with 3+ in customer success, account management, or relationship management.

2+ years of experience managing a relationship management team and/or as a team lead in sales, account management, or executing upsells within an RM function.

SaaS specific experience is a bonus but not a requirement.

Excellent team player with strong leadership skills.

Experience owning and managing customer renewals, upsells, and revenue targets.

Experience leading a customer‑facing team, prioritizing and managing their book of business, and driving best practices and strategic value for customers.

Benefits

Culture and benefits built around work‑life balance

Extensive resources to support physical and mental health

Employee assistance program

Generous retirement plans

Incentives for referring new colleagues

Learning, training and mentoring programs

Cross‑functional projects

Stretch assignments to help you progress

Receive feedback and earn bonuses from peers & managers

Employee bonding activities

ESG and charitable team initiatives

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