Datasite

1 week ago

Relationship 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 a portfolio of Grata accounts and drive commercial success through customer engagement, renewals, upsells, and product adoption. Serve as the primary point of contact, onboarding accounts, resolving issues with support from Product and Engineering, and conducting periodic success reviews. Track and improve NRR, engagement, NPS, and client health by anticipating risks and coordinating churn mitigation and growth initiatives across stakeholders.

Location: New York, San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Combine commercial and engagement strategies across each client’s annual lifecycle to drive consistent growth and NRR.
•Onboard accounts and ensure strong adoption and ongoing engagement throughout the customer lifecycle.
•Act as the primary contact for customer questions via email/phone, run customer success reviews, and coordinate resolution of issues with Product and Engineering.
•Grow revenue by maximizing retention, renewals, upgrades, product adoption, cross-sales of new modules, and increased user counts.
•Maintain relationships across customer personas and proactively identify account risks, driving churn mitigation to sustain high client health.

Pay and Benefits

Salary: USD 71,300 - 118,300

Perks:Health InsuranceDentalVisionRetirement SavingsPaid Leave

Key Requirements

•3-5 years of experience in a customer-facing role, including commercial experience managing renewals and upsells.
•Proven ability to engage directly with customers and work independently.
•Experience developing and delivering ROI-focused communications, such as executive business reviews and user check-in calls.
•Demonstrated success identifying and forecasting risk and growth opportunities within a book of business.
•Track record of exceeding KPIs such as renewal %, upsell %, monthly active usage, and NPS.

Experience:3-5 years

Skills:Account managementCustomer engagementRenewals managementUpsellingRisk forecasting

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

Relationship 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, San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Combine commercial and engagement strategies across each client’s annual lifecycle to drive consistent growth and NRR.
•Onboard accounts and ensure strong adoption and ongoing engagement throughout the customer lifecycle.
•Act as the primary contact for customer questions via email/phone, run customer success reviews, and coordinate resolution of issues with Product and Engineering.
•Grow revenue by maximizing retention, renewals, upgrades, product adoption, cross-sales of new modules, and increased user counts.
•Maintain relationships across customer personas and proactively identify account risks, driving churn mitigation to sustain high client health.

Pay and Benefits

Salary: USD 71,300 - 118,300

Perks:Health InsuranceDentalVisionRetirement SavingsPaid Leave

Key Requirements

•3-5 years of experience in a customer-facing role, including commercial experience managing renewals and upsells.
•Proven ability to engage directly with customers and work independently.
•Experience developing and delivering ROI-focused communications, such as executive business reviews and user check-in calls.
•Demonstrated success identifying and forecasting risk and growth opportunities within a book of business.
•Track record of exceeding KPIs such as renewal %, upsell %, monthly active usage, and NPS.

Experience:3-5 years

Skills:Account managementCustomer engagementRenewals managementUpsellingRisk forecasting

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