Datasite is the essential infrastructure for M&A. Also comprising Grata, Blueflame AI, and Sherpany, we help dealbreakers find opportunities, manage transactions, and make key decisions
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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 1,000 customers and has been widely recognized as the market leader by G2, PE Wire, and more.
We are seeking a dynamic and results-oriented Account Manager to join our team and take ownership of driving growth within our Strategic Accounts (investment firms and investment banks). You will proactively interact with senior stakeholders on a regular basis, building rapport and credibility to drive end-users towards our services, and decision makers to higher value contracts. This role will involve strategic account planning, upselling and cross-selling, renewals, and collaborating with internal teams to ensure the ongoing successful delivery of services and solutions.
Grata is a hybrid company, which means our employees work from our NYC or SF offices on Mondays, Tuesdays and Thursdays.
At Grata, we will expect you to:
Develop and execute account growth strategies that align with customer goals and Grata’s company objectives, aiming to grow the partnership through account expansion to new teams, renewals, and upsells.
Identify, pursue and close upselling and cross-selling opportunities within your territory
Expand the use of Grata beyond current user groups by identifying and closing new user groups within customers in your territory
Lead commercial negotiations in your territory for renewals, upsells, and new contracts, ensuring favorable terms for both the client and Grata.
Build lasting relationships with decision makers leveraging product, customer and market knowledge to tailor regular interactions (in person, video call, email and phone) to each contact
Maintain up-to-date client organizational maps including leadership, influencers (both users and financial) and key decision makers to track the progress of expansion efforts
Collaborate with internal stakeholders. As the voice of your customers provide regular and productive feedback to cross-functional Grata teams (such as product, engineering, and marketing) to enable continuous improvement of our platform
Consistently exceed quarterly and annual revenue targets within your territory
What we are looking for:
You have 3-5 years of experience in a customer-facing role, with demonstrable success managing renewals and upsells.
You have experience managing strategic/enterprise level accounts and managing customers across different product lines.
Commercially oriented mindset with emphasis on contract renewal and negotiation of mutually beneficial outcomes
Ability to work in a feedback driven environment, share ideas, seek opportunities for improvement and contribute to the growth of others
Successful candidates will be: innovative, persuasive, creative and have a genuine curiosity in their clients’ business. They will be 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 and of course, nice
Well-organized, with a high attention to detail, you are a resourceful problem solver and can manage multiple simultaneous work streams
Self-starter, who can develop strategies, establish and organize daily activities to execute those strategies working as a fully independent contributor
The OTE salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.
The OTE (On-Target Earnings) for the role is $130,000.00 - $140,000.00
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Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.