Director, Relationship Management

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. 

Grata is looking for our next exceptional Relationship Management (RM) leader with a passion for developing others, building effective teams, and helping us uphold and surpass our commitments to the customers we serve. We take pride in building an amazing product and providing the best possible customer experience. We are looking for someone to drive excellence in themselves and inspire it in their team. 

At Grata, we will expect you to: 

• Manage a team of 5-8 relationship managers as direct reports, each with their own book of business, to commercial success of >100% retention. 

• Meet segment retention goals (accounts, GRR and NRR) as well as NPS KPIs, leveraging your analytical skill, leadership and creativity to guide your team to consistent execution of best practices. 

• You will be leading up to two client market segments and have responsibility for strategy development by segment, forecasting and future growth planning.  

• Actively participate in assessing client health, working with your team to communicate value in client meetings resulting in early recognition of risk and reduced churn in each segment. 

• Lead, coach, motivate and support team members to achieve success and pursue their personal and career development. 

• Drive exceptional teamwork and collaboration while leveraging individual strengths to our mission. 

• Place our customers at the center of your efforts, aligning your team to advocate for their customers while keeping our company’s broader interests in mind. 

• Communicate clearly and effectively across all stakeholders; your team, peers, customers and senior leadership. 

• Measure your performance, make data driven decisions, and track progress continuously. 

• Build a world class team, hiring, onboarding, and training all new employees. 

What we are looking for: 

• 7+ years of work experience, with 4+ in customer success, account management, or relationship management. SaaS specific experience is a bonus but not a requirement.  

• 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 

• Exceptional organizational skills, including familiarity with technology-based solutions 

• Strong problem-solving abilities and a customer-focused mindset 

• Ability to work independently and lead initiatives in a fast-paced environment 

• Passion for customer experience, empowering others, and delivering value to customers 

• 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 

• Excellent team player with strong leadership skills 

#LI-Grata