Full-Time

Customer Success Manager

Updated on 11/15/2024

Grata

Grata

201-500 employees

Deal sourcing platform for investment professionals

Consulting
Fintech

Compensation Overview

$105k - $110kAnnually

+ Variable Pay

Mid

No H1B Sponsorship

New York, NY, USA

Flexible Work Location policy allows up to 14 weeks of remote work.

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • 3-5 years of experience in a customer-facing role, with commercial experience managing renewals and upsells.
  • Experience managing key/enterprise level accounts, or managing customers across different product lines.
  • Proven proficiency engaging directly with customers and working independently.
  • Innovative, persuasive, creative and have a genuine curiosity in their clients’ business.
  • Goal and results-oriented, optimistic and smart, with a value added mindset, a proactive approach to the role and the ability to adapt to change.
  • Experience developing and delivering value added communications including the ROI Grata delivers.
  • Demonstrable success identifying and forecasting risk as well as growth opportunities within your book of business.
  • Confident, high energy, self-motivated and a true team player.
  • Well-organized, with a high attention to detail, resourceful problem solver and can manage multiple work streams.
  • A track record of exceeding target KPIs including but not limited to: renewal %, upsell %, monthly active usage, and NPS.
  • Embrace our values: thoughtful, selfless, and responsive.
  • Added bonus, but not necessary, to have experience managing customers on data products (APIs, data warehouses, etc)
Responsibilities
  • Combine commercial and engagement strategies throughout each client’s annual life cycle to achieve consistent growth in your book.
  • Perform initial onboarding of accounts, ensuring strong adoption and ongoing engagement throughout the customer’s lifetime.
  • Serve as the primary contact for customers to resolve questions over email/phone, perform periodic customer success reviews that confirm satisfaction, resolve issues and bugs with the help of the Product and Engineering teams, and expand Grata use throughout the account.
  • Grow your revenue base by maximizing account retention as well as renewal and upgrade revenue through increased product adoption, cross sales of new product modules, and increased user counts.
  • Maintain strong relationships with customers across varied personas: users, champions and decision makers measured through engagement scores, NPS, and recorded customer feedback.
  • Proactively identify account risks and drive churn mitigation strategies, bringing together the appropriate team members from within Grata to achieve consistently high client health scores.

Grata focuses on deal sourcing for businesses, particularly in the private market and mid-market companies. It provides a search platform and API that help management consulting firms, private equity firms, and investment professionals efficiently find and evaluate potential deals. Grata stands out from competitors with its extensive database and advanced search tools, which lead to quicker and more accurate deal identification. The company's goal is to enhance clients' deal sourcing capabilities while fostering a diverse and inclusive workplace culture.

Company Stage

Series A

Total Funding

$33.6M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

-33%

1 year growth

-16%

2 year growth

31%
Simplify Jobs

Simplify's Take

What believers are saying

  • Grata's recent $25 million funding round led by Craft Ventures provides significant capital for growth and innovation.
  • Client testimonials, such as Normandy sourcing 15 deals in the first year, demonstrate the platform's effectiveness in enhancing deal sourcing capabilities.
  • The Monoceros update with CRM integrations and API enhancements further strengthens Grata's value proposition, making it more attractive to potential clients.

What critics are saying

  • The competitive landscape in deal sourcing and private market data is intense, requiring Grata to continuously innovate to maintain its edge.
  • Reliance on subscription fees means that economic downturns or budget cuts in client firms could impact revenue.

What makes Grata unique

  • Grata's focus on mid-market companies, often overlooked by traditional data providers, sets it apart in the deal sourcing landscape.
  • The platform's superior search functionality and thematic capability-based segmentation offer a more efficient and accurate deal sourcing process compared to competitors.
  • Grata's emphasis on a diverse and inclusive workplace culture fosters innovation and continuous improvement, enhancing its competitive edge.

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