Manager, Relationship Management

Datasite

Relationship Management leader driving team excellence and customer success at Grata's private market dealmaking platform. Leading a team to exceed commercial metrics while enhancing customer experiences.

Posted 5/6/2026full-timeNew York City • California, New York • 🇺🇸 United StatesMid-LevelSenior💰 $118,800 - $207,200 per yearWebsite

About the role

Key responsibilities & impact

Hire, coach and develop the best Relationship Managers in the industry.
Your team’s success and achievements of targets is your top priority.
Lead a team of 3-5 relationship managers, each with their own book of business, to achieve commercial success of >100% NRR.
Own your team’s metrics, and drive the plan to exceed them, specifically renewal success, upsells, product adoption, license utilization, risk mitigation and value delivery.
Impact team member performance, growth, collaboration, and development through coaching and mentorship.
Partner with other RM leaders to build and refine processes, systems, and resources to make the teams and our customers successful.
Adopt a data-driven approach to communicate effectively and transparently with leadership on business issues and potential solutions.
Be guided by our customers’ experience as well as the company’s broader goals in day-to-day tasks, interactions, and projects.
Work closely with internal teams (Support, Sales, Product, etc.) to align priorities, collaborate on customer needs/opportunities, and deliver increasing value over time.
Proactively invest time and effort towards staying up to date with relevant knowledge and know-how geared towards making each of their team members better through feedback and process optimization.

Requirements

What you’ll need

5+ years of work experience, with 3+ in customer success, account management, or relationship management.
SaaS specific experience a bonus but not a requirement.
2+ years of experience managing a relationship management team and/or as a team lead in sales, account management, or executing upsells within an RM function.
Passionate about developing people and coaching your team to meet their full potential.
Demonstrated ability leading a customer facing team - helping your team prioritize and manage their book of business, develop and drive best practices and drive strategic value for customers.
Experience owning and managing customer renewals, upsells and revenue targets.
Exceptional organizational skills, including familiarity with technology-based solutions.
Ability to work independently and lead initiatives in a fast-paced environment.
Excellent critical thinking skills; able to break down business problems and create solutions that align to business goals.
Exceptional communication skills, both verbal and written, and ability to work across groups.
Excellent team player with strong leadership skills.

Benefits

Comp & perks

health insurance (medical, dental, vision)
retirement savings plan
paid time off
other employee benefits

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer successaccount managementrelationship managementupsellsrenewal managementrevenue targetsSaaS

Soft Skills

coachingleadershiporganizational skillscritical thinkingcommunicationteam player