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Relationship Manager (Grata)
Datasite · New York, United States
About The Role
Join Grata as a Relationship Manager, where you will be the lead contact for assigned accounts, ensuring high levels of customer satisfaction and driving commercial success. You will perform initial onboarding, serve as the primary contact for customer inquiries, and grow revenue through account retention and product adoption. The ideal candidate will have 3-5 years of experience in a customer-facing role, a track record of exceeding target KPIs, and a genuine curiosity in their clients' business.
- 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.
- 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.
- 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.
- Well-organized, with a high attention to detail, you are a resourceful problem solver and can manage multiple work streams
- Demonstrable success identifying and forecasting risk as well as growth opportunities within your book of business
- A track record of exceeding target KPIs including but not limited to: renewal %, upsell %, monthly active usage, and NPS
- 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
- You have 3-5 years of experience in a customer-facing role, with commercial experience managing renewals and upsells
- 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
- Confident, high energy, self-motivated, and a true team player
- Proven proficiency engaging directly with customers and working independently
- You embrace our values. You’re thoughtful, selfless, and responsive
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