Relationship Manager - Grata
Core
Account management and commercial growth for a private market dealmaking platform, ensuring high customer renewal rates and driving ROI.
Role type
Senior Account Manager (SaaS)
Builds
Grata, a proprietary data platform for private companies, financials, and owners
Domain
Financial Services / Private Equity / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Account management, commercial strategy, renewal management, upselling, cross-selling, churn mitigation, stakeholder engagement, data analysis, forecasting, problem solving
Preferred skills
Innovative thinking, persuasive communication, curiosity about client business, goal orientation, adaptability
Technologies
Grata platform, email, phone
Responsibilities
Combine commercial and engagement strategies to achieve consistent growth in the book of business; Perform initial onboarding to ensure strong adoption; Serve as primary contact to resolve questions and expand product use; Grow revenue base through retention, renewals, and upgrades; Maintain strong relationships across varied customer personas; Proactively identify account risks and drive churn mitigation strategies
Seniority
Mid-Senior, hands-on IC
