Relationship Manager (Grata)

Join Grata, the leading private market dealmaking platform, as a Relationship Manager. In this role, you will be the primary contact for your assigned accounts, ensuring high levels of customer satisfaction and driving commercial success. You will perform initial onboarding, resolve customer inquiries, conduct periodic success reviews, and grow your revenue base through increased product adoption and cross-sales. The ideal candidate will have a proven track record in account management, excellent communication skills, and a strong attention to detail.

• As Grata’s lead contact for your assigned accounts, you are responsible for ensuring high levels of customer satisfaction and driving customer ROI.
• Perform initial onboarding of accounts, ensuring strong adoption and ongoing engagement throughout the customer’s lifetime.
• 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.

• 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