Full-Time

Customer Success Manager

Posted on 6/11/2024

Grata

Grata

51-200 employees

AI-based middle market deal sourcing platform

Consulting

Junior, Mid

New York, NY, USA

Required Skills
Sales
Communications
Hubspot
Marketing
Requirements
  • 2-3 years of experience in a customer-facing role
  • Strong phone, written, and verbal communication skills
  • Proven proficiency in customer retention
  • Goal and results-oriented
  • Excellent computer skills including MS Office, G-Suite, Zoom, HubSpot, and Slack
  • Ability to achieve/exceed target KPIs
  • High attention to detail and well-organized
  • Must work well within a team environment
Responsibilities
  • Perform initial onboarding of accounts
  • Serve as the primary contact for customers to resolve questions and issues
  • Maintain account retention and renewal
  • Identify account risks and drive mitigation strategies
  • Provide customer insight to Product, Marketing, and Sales teams
  • Efficiently manage time to ensure customer satisfaction and account growth

Grata is an excellent place for professionals passionate about leveraging cutting-edge technology in the financial sector. Specializing in AI and NLP, the platform enhances deal sourcing capabilities by tapping into middle market company insights, which often remain hidden. The company fosters a culture of innovation and strategic market leadership, providing a substantial platform for career growth and industry impact.

Company Stage

Series A

Total Funding

$34.6M

Headquarters

New York, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

6%

1 year growth

28%

2 year growth

56%