Relationship Manager

Datasite

Relationship Manager at Grata facilitating account management and customer satisfaction for the private market dealmaking platform. Driving commercial success while maintaining high customer engagement and satisfaction.

Posted 7/8/2026full-timeNew York City • California, New York • 🇺🇸 United StatesMid-LevelSenior💰 $71,300 - $118,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer engagement and account management, focusing on maximizing retention, renewals, and upsell opportunities while effectively communicating with diverse customer personas.

Highest-signal resume keywords

Customer EngagementAccount ManagementKPI AchievementRisk IdentificationChurn Mitigation

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

Account OnboardingValue Added CommunicationsForecasting Growth OpportunitiesTarget KPI ExceedingRenewal Management

Soft Skills

Strong Relationship BuildingIndependent WorkProactive Problem Solving

Industry Keywords

Customer-Facing RoleRevenue GrowthAccount RetentionChurn StrategiesNPS

About the role

Key responsibilities & impact

Combine commercial and engagement strategies throughout each client’s annual life cycle
Perform initial onboarding of accounts, ensuring strong adoption and ongoing engagement
Serve as the primary contact for customers to resolve questions over email/phone
Grow revenue base by maximizing account retention as well as renewal and upgrade revenue
Maintain strong relationships with customers across varied personas
Proactively identify account risks and drive churn mitigation strategies

Requirements

What you’ll need

3-5 years of experience in a customer-facing role
Proven proficiency engaging directly with customers and working independently
Experience developing and delivering value added communications
Demonstrable success identifying and forecasting risk as well as growth opportunities
Track record of exceeding target KPIs including renewal %, upsell %, monthly active usage, and NPS

Benefits

Comp & perks

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