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Account Manager (Grata)

Job in New York, New York County, New York, 10261, USA
Listing for: Datasite
Full Time position
Listed on 2026-08-05
Job specializations:
  • Sales
    Business Development, Account Manager, Client Relationship Management
Salary/Wage Range or Industry Benchmark: 85000 - 125000 USD Yearly USD 85000.00 125000.00 YEAR
Job Description & How to Apply Below
Location: New York

Company Overview

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.

Responsibilities
  • 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
  • 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
Benefits
  • Culture and benefits built around work-life balance
  • Extensive resources to support physical and mental health
  • Employee assistance program
  • Generous retirement plans
  • Incentives for referring new colleagues
  • Learning, training and mentoring programs
  • Cross-functional projects
  • Stretch assignments to help you progress
  • Receive feedback and earn bonuses from peers & managers
  • Employee bonding activities
  • ESG and charitable team initiatives

Well-organized, with a high attention to detail, you are a resourceful problem solver and can manage multiple simultaneous work streams.

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.

You have 3-5 years of experience in a customer-facing role, with demonstrable success managing renewals and upsells.

Commercially oriented mindset with emphasis on contract renewal and negotiation of mutually beneficial outcomes.

Self-starter, who can develop strategies, establish and organize daily activities to execute those strategies working as a fully independent contributor.

You have experience managing strategic/enterprise level accounts and managing customers across different product lines.

Ability to work in a feedback driven environment, share ideas, seek opportunities for improvement and contribute to the growth of others.

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