Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing
and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.
Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.
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Job Description:
Grata for Datasite 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.
About the Role
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:
Hire, coach and develop the best Relationship Managers in the industry. Your team’s success and achievements of targets is your top priority.
Lead a team of 3-5 relationship managers, each with their own book of business, to achieve commercial success of >100% NRR.
Own your team’s metrics, and drive the plan to exceed them, specifically 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 to make the teams and our customers successful.
Adopt a data-driven approach to communicate effectively and transparently with leadership on business issues and potential solutions.
Be guided by our customers’ experience as well as the company’s broader 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/opportunities, and deliver increasing value over time.
Proactively invest time and effort towards staying up to date with relevant knowledge and know-how geared towards making each of their team members better through feedback and process optimization.
What we are looking for:
5+ years of work experience, with 3+ in customer success, account management, or relationship management. SaaS specific experience 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
Passionate about developing people and coaching your team to meet their full potential
Demonstrated ability leading a customer facing team - helping your team prioritize and manage their book of business, develop and drive best practices and drive strategic value for customers
Experience owning and managing customer renewals, upsells and revenue targets
Exceptional organizational skills, including familiarity with technology-based solutions
Ability to work independently and lead initiatives in a fast-paced environment
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
The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible 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. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.
$118,800.00 - $207,200.00Our 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, protected 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.
Skills Required
- 5+ years of work experience, with 3+ in customer success or account management
- 2+ years of experience managing a relationship management team
- Demonstrated ability leading a customer facing team
- Experience managing customer renewals and upsells
- Exceptional organizational skills
- Excellent critical thinking skills
- Exceptional communication skills
DataSite Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about DataSite and has not been reviewed or approved by DataSite.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health resources, and an employee assistance program. Feedback suggests these offerings align with mainstream expectations for mid‑size SaaS employers.
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Retirement Support — A 401(k) with employer match is consistently referenced, with some mentions of immediate vesting. Feedback suggests the retirement program is competitive relative to common market practices.
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Leave & Time Off Breadth — Paid time off is characterized as meaningful, including paid holidays, sick time, and generous PTO ranges, with certain business units citing unlimited PTO and notable parental leave. Feedback suggests time off is a valued and frequently cited strength.
DataSite Insights
What We Do
Datasite the maker of Datasite Diligence virtual data room platform, helping dealmakers around the world close more deals faster.
