Relationship Manager (Grata)

• 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
• We are looking for a Relationship Manager to join our team!
• As Grata’s lead contact for your assigned accounts, you are responsible for ensuring high levels of customer satisfaction and driving customer ROI, becoming a trusted advisor to each of your clients
• Your primary goal will be driving commercial success across your accounts
• 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/phone, perform periodic customer success reviews that confirm satisfaction, resolve issues and bugs with the help of the Product and Engineering teams, and expand Grata use throughout the account
• Grow your revenue base by maximizing account retention as well as renewal and upgrade revenue through increased product adoption, cross sales 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 the appropriate team members from within Grata to achieve consistently high client health scores

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

• The ideal candidate should have a proven track record of account management, maintaining high customer renewal rates as a result of outstanding customer engagement at all levels of their clients’ organizations
• Experience developing and delivering value added communications including the ROI Grata delivers. Examples include; executive business reviews, user check-in calls, and regular touch points with key influencers
• You embrace our values. You’re thoughtful, selfless, and responsive
• Well-organized, with a high attention to detail, you are a resourceful problem solver and can manage multiple work streams
• A track record of exceeding target KPIs including but not limited to: renewal %, upsell %, monthly active usage, and NPS
• Confident, high energy, self-motivated, and a true team player
• Successful candidates will be: innovative, persuasive, creative, and have a genuine curiosity in their clients’ business. They will be goal and results-oriented, optimistic and smart, with a value-added mindset, a proactive approach to the role and the ability to adapt to change
• Proven proficiency engaging directly with customers and working independently
• Demonstrable success identifying and forecasting risk as well as growth opportunities within your book of business
• You have 3-5 years of experience in a customer-facing role, with commercial experience managing renewals and upsells