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Full-Time

Solutions Engineer

Confirmed live in the last 24 hours

Grata

Grata

51-200 employees

Deal sourcing platform for investment professionals

Data & Analytics
Financial Services

Compensation Overview

$110k - $125kAnnually

+ Equity Package

Mid, Senior

Remote in USA

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

Category
Solution Engineering
Sales & Solution Engineering
Required Skills
Python
Sales
Hubspot
Salesforce
Requirements
  • 4+ years of experience in a Sales Engineer, Solutions Engineer, or similar role, with a focus on CRM integrations.
  • Bachelor’s degree in Computer Science, Information Technology, or equivalent work experience
  • Strong technical knowledge of CRM systems (e.g., Salesforce, HubSpot, DealCloud, Affinity)
  • Salesforce Architect Certification (specifically Application and Data Architect)
  • Ability to effectively communicate complex technical concepts to non-technical stakeholders
  • Strong collaboration skills and the ability to work independently across multiple teams, including sales, customer success, product managers and engineering teams
  • Ability to code in Python and independently address minor CRM issues
  • Proactive and customer-focused mindset
  • Ability to manage a dynamic client load, including the ability to effectively work with multiple clients simultaneously
  • Ability to prioritize and problem-solve in a fast-paced environment and collaborate cross-functionally to deliver the maximum value to customers
Responsibilities
  • Own the end-to-end lifecycle of a customer’s integration journey at Grata, serving as the CRM expert
  • Through your deep product knowledge and knowledge of CRMs, you will drive the integration by providing guidance on integration set-up based on the customer’s data architecture and objectives through ensuring problem areas are investigated and addressed.
  • Serve as the integrations subject matter expert during pre-sales processes, supporting trials/evaluations as the customer establishes the CRM integration with Grata
  • Discover the customer's business needs, and position the best integration solution to achieve those business objectives
  • Drive resolution for any CRM issues faced by customers by being the first line of defense in troubleshooting and determining the root cause of the issue, as well as implementing a fix for minor bugs identified or engaging with engineering to resolve more complex integration bugs.
  • Build scripts that serve as tools for you and others internally, ultimately driving visibility into CRM settings and errors that serve as early indications of integration issues
  • Convey a deep understanding of the customer's CRM data architecture as it pertains to Grata’s integration
  • Perform daily and continuous proactive monitoring of CRM integration issues and data inconsistencies; this includes reviewing CRM logs to ensure the integration health for strategic accounts
  • Maintain and update documentation on CRM Integrations that inform the commercial organization and manage training for integrations
  • Collaborate with product managers and engineering to build the CRM roadmap, advocate for system improvements and build evidence on impact to customer base.
  • Monitor industry trends as CRM systems evolve to ensure Grata’s integration remains robust and adapts with the evolving technological landscape

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

Company Stage

Series A

Total Funding

$34.6M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

-43%

1 year growth

-26%

2 year growth

46%
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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.