Relationship Manager - Grata

Datasite·LinkedIn
New York, NYFULL_TIMEPosted Jul 9, 2026
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Role responsibilities

As a Relationship Manager, you will be the lead contact for assigned accounts, ensuring high levels of customer satisfaction and driving customer ROI. Your primary goal will be to drive commercial success across your accounts.

Requirements

The ideal candidate should have 3-5 years of experience in a customer-facing role with a focus on account management. Successful candidates will be innovative, persuasive, and possess a proactive approach to client engagement.

Key skills

Account Management, Customer Engagement, Customer Satisfaction, Commercial Strategy, Onboarding, Problem Solving, Relationship Building, Risk Identification, Growth Opportunities, Communication, Detail Orientation, Team Collaboration, Proactive Approach, Adaptability, Sales Strategy, Customer Success

Keywords

Datasite, Grata, Private Market, Dealmaking, Customer Success, Account Management, Customer Engagement, Renewals, Upsells, NPS, AI Deal Sourcing, Financial Data, Investment Banking, Management Consulting, Corporate Development, Customer Feedback, Churn Mitigation, Product Adoption, Cross Sales, User Counts

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