Customer Success Manager - Grata
Core
Drive growth and retention for strategic accounts (investment firms and banks) on a private market dealmaking platform by managing relationships with senior stakeholders and expanding product adoption.
Role type
Senior Customer Success Manager (Strategic Accounts)
Builds
Grata platform (private company data, financials, and deal sourcing tools) for PE/growth investors, investment bankers, and corporate development teams.
Domain
Financial Services / Private Equity / Deal Sourcing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Strategic account management, revenue growth, onboarding, multi-threaded user management, stakeholder engagement, risk forecasting, executive business reviews, cross-functional collaboration, territory management, independent execution.
Preferred skills
Innovative, persuasive, creative, curious, goal-oriented, proactive, adaptable, organized, resourceful, self-starter.
Technologies
Grata platform, video conferencing tools, CRM systems, communication channels (email, phone).
Responsibilities
Grow revenue base through retention, cross-sales, and increased user counts; foster relationships with varied customer personas; perform initial onboarding and ensure ongoing engagement; partner with Account Managers for renewal outcomes; serve as primary point of contact for issues and expansion; maintain client organizational maps; provide feedback to product and engineering teams; exceed quarterly and annual revenue targets.
Seniority
Mid-Senior, hands-on IC
