Team Lead, Relationship Management - Grata

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 1,500 customers and has been widely recognized as the market leader by G2, PE Wire, and more.

Grata is looking for an exceptional team lead to join our Relationship Management organization. In this player‑coach role, you’ll manage a partial book of full‑cycle accounts, while supporting a broader team of Relationship Managers across both retention and growth motions. Reporting to a Director of Relationship Management, you’ll drive execution, consistency, and coaching across the organization, help stabilize accounts at risk, scale best practices for adoption and value realization, and guide RMs to deliver strong commercial outcomes.

Hybrid Office
Grata is a hybrid company: employees work from our London office on Mondays, Tuesdays, and Thursdays.

Own a Book of Customers
Drive end‑to‑end customer success by combining commercial strategy with deep engagement to maximize adoption, retention, and overall NRR across your book of business. Serve as the primary point of contact for all account needs, conduct value reviews, and partner cross‑functionally with Sales, Product, and Engineering to streamline the customer experience and expand use cases. Build strong multi‑level customer relationships, proactively mitigate risks, and grow revenue through renewals, upgrades, and increased product adoption to ensure consistently high client health.

Manage a Small RM Team
Lead a team of 1–2 Relationship Managers, each with their own book of business, to achieve commercial outcomes 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 ongoing coaching and mentorship.

Operationalize Success
Identify patterns across accounts and coach the team to improve consistency and execution; build playbooks, systems, and programs that raise the bar for customer engagement, adoption, and retention. Define, track, and share key metrics related to customer health, retention, and team performance; partner with leadership to improve visibility into leading indicators and drive data‑informed decision‑making. Proactively invest time and effort towards staying up‑to‑date with relevant knowledge and know‑how geared towards improving each team member through feedback and process optimization.

Qualifications
4+ years of work experience in customer success, account management, or relationship management. SaaS experience is a bonus but not required. At least 1 year of experience building, managing, or coaching a high‑performing customer success team and/or peers. Passionate about developing people and coaching your team to meet their full potential. Proven success with owning and driving onboarding, adoption, customer renewals, upsells, and NRR. 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.

EEO Statement
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.