Customer Success Manager - Grata

Datasite
San Francisco
Workplace: HybridFull timeUSD 82,900 - 142,000 annuallyFunction: Customer Success & Account ManagementExperience: 3-5 yearsSkills: ["Relationship management","Customer engagement","Independent execution","Problem-solving","Communication"]

Own strategic customer accounts on Grata’s private market dealmaking platform, driving retention and growth through product adoption, cross-sell, and strong user engagement. Lead onboarding, enablement, and ongoing multi-persona relationship management, partnering with internal teams to ensure successful service delivery, renewals, and issue resolution. Serve as primary point of contact and deliver executive business reviews, forecast risks/opportunities, and consistently meet quarterly and annual revenue targets.

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FursaFursa
Datasite
Datasite
1 day ago

Customer Success Manager - Grata

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Last checked: 10 hours agoStatus: Live

Job Summary

Own strategic customer accounts on Grata’s private market dealmaking platform, driving retention and growth through product adoption, cross-sell, and strong user engagement. Lead onboarding, enablement, and ongoing multi-persona relationship management, partnering with internal teams to ensure successful service delivery, renewals, and issue resolution. Serve as primary point of contact and deliver executive business reviews, forecast risks/opportunities, and consistently meet quarterly and annual revenue targets.
Location: San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Drive account growth and retention by maximizing product adoption, cross-selling new modules, and expanding user counts.
  • •Manage multi-threaded relationships across customer personas and titles, using engagement scores, NPS, and feedback.
  • •Conduct initial onboarding and ensure ongoing adoption and engagement throughout the account lifecycle.
  • •Serve as primary point of contact to resolve questions, handle customer success reviews, and coordinate issue/bug resolution with Product/Engineering.
  • •Collaborate across internal stakeholders to gather customer feedback and exceed quarterly/annual revenue targets.

Pay and Benefits

Salary: USD 82,900 - 142,000 annually
Perks:Health InsuranceDentalVisionPaid LeaveRetirement Savings

Key Requirements

  • •3-5 years of experience in a customer-facing role managing strategic-level accounts across different product lines.
  • •Proven track record of meeting and exceeding performance targets.
  • •Experience identifying and forecasting risk and growth opportunities within a book of business.
  • •Strong ability to engage directly with customers and work independently.
  • •Experience developing and delivering ROI-oriented communications via executive reviews and regular touch points.
Experience:3-5 years
Skills:Relationship managementCustomer engagementIndependent executionProblem-solvingCommunication

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
Glassdoor: 4.4
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