Relationship Management Director at Grata

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Data & Analytics, Financial TechnologyIndustries

Requirements

4+ years of experience in customer success, account management, or relationship management within a SaaS environment
2+ years of experience managing a customer success team and/or as a team lead in sales, account management, or executing upsells within an RM function
Exceptional organizational skills, including familiarity with technology-based solutions
Strong problem-solving abilities and a customer-focused mindset
Ability to work independently and lead initiatives in a fast-paced environment
Passion for customer experience, empowering others, and delivering value to customers
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

Responsibilities

Manage a team of 5-6 relationship managers, each with their own book of business, to commercial success of >100% retention
Meet net retention goals (accounts and ARR) and NPS KPIs through data driven analysis, planning, and execution
Assess client health and develop strategies to mitigate churn
Lead, coach, motivate and support a team of 4-6 team members to achieve success and pursue their personal and career development
Communicate transparently with leadership on business issues and potential solutions
Take full ownership over their team and work
Impact team member performance, growth, learning and development through coaching and mentorship
Drive exceptional teamwork and collaboration while keeping everyone aligned to our mission
Be guided by our customers’ experience as well as the company’s broader interests in day-to-day tasks, interactions and projects
Communicate clearly and effectively, aligning team members around our strategy, collective and personal goals and KPIs
Effectively measure performance, make decisions and optimize our impact utilizing different data points and sources
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 processes optimization
Hire and onboard new employees

Skills

Relationship Management

Team Leadership

Client Retention

Data Analysis

Strategic Planning

Communication

Coaching

Mentorship

Grata

Deal sourcing platform for investment professionals

About Grata

Grata focuses on deal sourcing for businesses, particularly in the private market and mid-market companies. It provides a search platform and API that help management consulting firms, private equity firms, and investment professionals efficiently find and evaluate potential deals. Grata stands out from competitors with its extensive database and advanced search tools, which lead to quicker and more accurate deal identification. The company's goal is to enhance its clients' deal sourcing capabilities while fostering a diverse and inclusive workplace culture.

New York City, New YorkHeadquarters

2016Year Founded

$33.6MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Unlimited Paid Time Off

Flexible Work Hours

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

12 weeks of parental leave

Company-sponsored lunch

Risks

Emerging B2B search platforms with AI analytics threaten Grata's market share.

Economic downturns may reduce demand for Grata's services, impacting revenue.

Data privacy regulations could impose additional compliance costs on Grata.

Differentiation

Grata specializes in AI-driven deal sourcing for private equity and investment professionals.

The platform offers thematic capability-based segmentation for targeted investment opportunities.

Grata's API-driven search platform enhances efficiency in identifying mid-market companies.

Upsides

Growing interest in mid-market companies boosts Grata's target market potential.

Increased demand for AI-driven deal sourcing tools aligns with Grata's offerings.

Expansion of CRM integrations enhances Grata's Monoceros update for better client management.

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