Full-Time

Relationship Management Director

Posted on 10/7/2025

Grata

Grata

201-500 employees

Private-market deal-sourcing platform and API

Compensation Overview

$180k - $210k/yr

+

New York, NY, USA

Hybrid

Flexible Work Location: up to 24 remote days per year; NYC-based role.

Category
Sales & Account Management (1)
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 5-6 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.

Grata provides a deal-sourcing platform and API that gives investment professionals and consultants access to information on private mid-market companies. It helps users identify and evaluate potential deals by combining a powerful search interface with theme-based segmentation, all offered through subscription access. The product works via an online platform and API that let clients search, filter, and retrieve company data to speed up discovery, due diligence, and outreach for potential investments. Grata differentiates itself by targeting the private market and mid-market segments often missed by traditional data providers, offering advanced search capabilities and an API that streamline sourcing for private equity firms, management consultants, and deal teams. Its goal is to help clients close deals faster and more thoroughly by increasing CEO meetings, improving due diligence, and enabling efficient outreach.

Company Size

201-500

Company Stage

Acquired

Total Funding

$234.5M

Headquarters

New York City, New York

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Datasite acquisition brings $500M CapVest commitment to scale Grata's technology.
  • Expansion into France, Germany, Australia, and UK broadens international dealmaker access.
  • Grata Deal Network integrates discovery and execution for holistic dealmaking.

What critics are saying

  • PitchBook's AI search captures 25% of Grata's PE clients within 12-18 months.
  • OpenAI's agentic B2B API enables PE firms to cancel Grata subscriptions in 6-12 months.
  • EU antitrust probe forces divestiture of Grata's France and Germany assets in 12-24 months.

What makes Grata unique

  • Grata's Agentic Search uses AI to interpret intent beyond keywords for private mid-market companies.
  • Deep Search combines website and industry data to uncover overlooked private firms.
  • Platform covers 21M+ private companies, including founder-owned and bootstrapped businesses.

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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

Growth & Insights and Company News

Headcount

6 month growth

12%

1 year growth

-2%

2 year growth

-2%
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Datasite acquires leading private market intelligence company Grata with $500 million investment commitment.

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Jun 3rd, 2025
Exclusive | Private Equity-Backed Datasite Acquires Private-Markets Intelligence Company Grata

CapVest pledged to invest $500 million to grow mergers-and-acquisitions technology provider Datasite.

PR Newswire
Nov 1st, 2024
Grata Launches the Grata Deal Network, Enters a New Era of Holistic Dealmaking Technology

Grata launches the Grata Deal Network, enters a new era of holistic dealmaking technology.

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