Team Lead, Relationship Management - Grata

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing

and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

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Job Description:

Grata for Datasite is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners. 

We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1,500 customers and has been widely recognized as the market leader by G2, PE Wire, and more. 

About the Role 

Grata is looking for an exceptional Team Lead to join our Relationship Management organization. In this player-coach role, you’ll manage a partial book of full lifecycle accounts, while supporting and enabling a broader team of Relationship Managers (RMs) across both retention and growth motions. 

Reporting to a Director of Relationship Management, you’ll drive execution, consistency, and coaching across the Relationship Management organization. You’ll help stabilize accounts at risk, scale best practices for adoption and value realization, and guide RMs to deliver strong commercial outcomes.  

We take pride in building an amazing product and providing the best possible customer experience. We are looking for someone to drive excellence in themselves and inspire it in their team. 

Grata is a hybrid company, which means our employees work from our NYC office on Mondays, Tuesdays and Thursdays. 

At Grata, we will expect you to: 

Own a book of customers  

• Drive end-to-end customer success by combining commercial strategy with deep engagement to maximize adoption, retention, and overall NRR across your book of business. 

• Serve as the primary point of contact for all account needs, conduct value reviews, and partner cross-functionally with Sales, Product, Engineering to streamline customer experience and expand use cases.  

• Build strong multi-level customer relationships, proactively mitigate risks, and grow revenue through renewals, upgrades, and increased product adoption to ensure consistently high client health. 

Manage a small RM team 

• Lead a team of 1-2 Relationship Managers, each with their own book of business, to achieve commercial outcomes of >100% NRR. 

• Own your team’s metrics, and drive the plan to exceed them, specifically renewal success, upsells, product adoption, license utilization, risk mitigation and value delivery.