Datasite

1 week ago

Customer Success Manager - Grata

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Own strategic account growth for Grata’s private market dealmaking platform by driving retention, product adoptions, and cross-sell of modules. Build trusted relationships with senior stakeholders and multiple user personas, lead onboarding and adoption, run customer success reviews, and resolve issues by coordinating with product/engineering. Deliver against quarterly and annual revenue targets while providing regular, value-focused executive communications in a hybrid work environment based in New York City.

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Grow revenue base by maximizing account retention and increasing product adoptions, cross-sales, and user counts.
•Manage relationships across customer personas and titles, measured via engagement scores, NPS, and feedback.
•Perform account onboarding and ensure ongoing adoption and engagement throughout the customer lifecycle.
•Serve as primary point of contact to resolve questions, run periodic reviews, address issues/bugs with Product/Engineering, and expand usage.
•Provide regular, tailored interactions with decision makers and collaborate internally as the voice of customers to drive continuous platform improvement.

Pay and Benefits

Salary: USD 82,900 - 142,000 annually

Perks:Health InsuranceRetirementPaid Leave

Key Requirements

•3-5 years of experience in a customer-facing role managing relationships at strategic-level accounts across multiple product lines.
•Demonstrated track record of meeting and exceeding performance targets.
•Ability to identify and forecast risk and growth opportunities within an assigned book of business.
•Proven experience engaging directly with customers and working independently.
•Experience delivering ROI-focused, value-added executive communications (e.g., business reviews and regular touchpoints).

Experience:3-5 yearsPrivate marketsCustomer successStrategic accounts

Skills:Relationship buildingCommunicationProblem-solvingAttention to detailIndependence

Company Brief

Datasite

Provides board reporting and meeting-management SaaS that streamlines preparation, collaboration and follow-up for executive and board meetings, delivering secure workflows and AI-powered insights to improve decision-making for large organisations.

Industry: Enterprise Software

Company Size: Medium (51 to 250 employees)

Growth: Established Company

Funding: Series B

Headquarters: Zurich, Switzerland

Founded: 2011

Glassdoor: 4.4

Website LinkedIn Glassdoor

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Datasite

1 week ago

Customer Success Manager - Grata

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Grow revenue base by maximizing account retention and increasing product adoptions, cross-sales, and user counts.
•Manage relationships across customer personas and titles, measured via engagement scores, NPS, and feedback.
•Perform account onboarding and ensure ongoing adoption and engagement throughout the customer lifecycle.
•Serve as primary point of contact to resolve questions, run periodic reviews, address issues/bugs with Product/Engineering, and expand usage.
•Provide regular, tailored interactions with decision makers and collaborate internally as the voice of customers to drive continuous platform improvement.

Pay and Benefits

Salary: USD 82,900 - 142,000 annually

Perks:Health InsuranceRetirementPaid Leave

Key Requirements

•3-5 years of experience in a customer-facing role managing relationships at strategic-level accounts across multiple product lines.
•Demonstrated track record of meeting and exceeding performance targets.
•Ability to identify and forecast risk and growth opportunities within an assigned book of business.
•Proven experience engaging directly with customers and working independently.
•Experience delivering ROI-focused, value-added executive communications (e.g., business reviews and regular touchpoints).

Experience:3-5 yearsPrivate marketsCustomer successStrategic accounts

Skills:Relationship buildingCommunicationProblem-solvingAttention to detailIndependence

Company Brief

Datasite

Industry: Enterprise Software

Company Size: Medium (51 to 250 employees)

Growth: Established Company

Funding: Series B

Headquarters: Zurich, Switzerland

Founded: 2011

Glassdoor: 4.4

Website LinkedIn Glassdoor