Relationship Manager - Grata
$130k - $140kDataSite
Relationship ManagerGrata 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.We are looking for a Relationship Manager to join our team! The ideal candidate should have a proven track record of account management, maintaining high customer renewal rates as a result of outstanding customer engagement at all levels of their clients' organizations. As Grata's lead contact for your assigned accounts, you are responsible for ensuring high levels of customer satisfaction and driving customer ROI, becoming a trusted advisor to each of your clients. Your primary goal will be driving commercial success across your accounts.Grata is a hybrid company, which means our employees work from our San Francisco office on Mondays, Tuesdays and Thursdays.At Grata, we will expect you to:Combine commercial and engagement strategies throughout each client's annual life cycle to achieve consistent growth in your book. Your north star metric will be your book's NRR.Perform initial onboarding of accounts, ensuring strong adoption and ongoing engagement throughout the customer's lifetime.Serve as the primary contact for customers to resolve questions over email/phone, perform periodic customer success reviews that confirm satisfaction, resolve issues and bugs with the help of the Product and Engineering teams, and expand Grata use throughout the account.Grow your revenue base by maximizing account retention as well as renewal and upgrade revenue through increased product adoption, cross sales of new product modules, and increased user counts.Maintain strong relationships with customers across varied personas: users, champions and decision makers measured through engagement scores, NPS, and recorded customer feedback.Proactively identify account risks and drive churn mitigation strategies, bringing together the appropriate team members from within Grata to achieve consistently high client health scores.What we are looking for:You have 3-5 years of experience in a customer-facing role, with commercial experience managing renewals and upsells.Proven proficiency engaging directly with customers and working independently.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.Experience developing and delivering value added communications including the ROI Grata delivers. Examples include; executive business reviews, user check-in calls, and regular touch points with key influencers.Demonstrable success identifying and forecasting risk as well as growth opportunities within your book of business.Confident, high energy, self-motivated, and a true team player.Well-organized, with a high attention to detail, you are a resourceful problem solver and can manage multiple work streams.A track record of exceeding target KPIs including but not limited to: renewal %, upsell %, monthly active usage, and NPSYou embrace our values. You're thoughtful, selfless, and responsive.The OTE (On-Target Earnings) for the role is $130,000.00 - $140,000.00Our 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.
$130k - $140k
...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... ...both the client and Grata.Build lasting relationships with decision makers leveraging product,...SuggestedContract work$125k - $150k
...comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and... ...environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service. We...SuggestedFull timeWork at officeRemote workWork from homeMonday to ThursdayFlexible hours- ...Relationship Management & Retention Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring high levels of engagement, satisfaction, and retention. Partner with investment teams to deliver tailored solutions and...Suggested
$150k - $350k
...forward-thinking organization, apply now.We are currently seeking a Managing Director, Client Executive to join our team in San Francisco,... ...a highly accomplished Client Executive to lead a strategic relationship for our clients within the HiTech sector. This executive will...SuggestedFull timeTemporary workWork at officeRemote workFlexible hours$65k - $200k
...integrity. East West Bank gives people the confidence to reach further.OverviewEast West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities in the commercial banking segment with an aim to deepen and...SuggestedFull time$85k - $130k
SBA Relationship ManagerLocation: San Francisco, CASalary: $85,000-$130,000 per yearJob Type: Full-timeAbout the RoleWe are seeking an experienced SBA Relationship Manager to develop new lending relationships and grow an existing portfolio of business clients.The ideal...$80.5k - $135k
...confidence to reach further.OverviewWe are currently seeking for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our...Full time$90k - $180k
...commitments to progress—for a thriving economy, a sustainable future, and an inclusive society.We are seeking a top performing Relationship Manager to join BMO’s Pacific Rim Division. In this role, you will build and grow a portfolio of commercial clients with strong...Full timeContract workPart timeWork experience placementLocal area$119.4k - $134.3k
About the RoleWe’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us...- ...Job Juncture in San Francisco, CA, is seeking an experienced SBA Relationship Manager to develop new lending relationships and grow a business client portfolio. The role emphasizes SBA lending, commercial banking, business development, credit analysis, and relationship...
- ...dexterity. Job Description Build a high value, consultative relationship with the client Evangelize the Boomtrain product offering and... ...Improve the operational performance of the Boomtrain Relationship Management team and how it collaborates with other Boomtrain teams...
- ...family office firm is seeking an Associate Wealth Advisor/Client Relationship Associate to support a senior wealth practice. Designed as an... ...senior advisor with decades of industry experience to manage complex family relationships and progressively transition into...Full timeApprenticeshipWork at officeLocal areaImmediate startRemote work
$88.8k - $165.6k
...Relationship ManagerBMO is the 8th largest bank in North America and the 4th largest commercial lender, with aggressive growth ambitions... ...inclusive society.We are seeking a top performing Relationship Manager to join BMO's Pacific Rim Division. In this role, you will build...Part timeWork experience placementLocal area- ...About the RoleWe’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us...
- ...Relationship Manager II/IIIIndependently develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication...Home office
- ...Description Job Summary The Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examine, evaluate, and authorize or recommend approval of customer applications for commercial loans. Essential...
- ...messaging, target key media outlets, and meet business goals.Manage external PR agency resources to extend capacity, ensure quality... ...Strong media relations expertise and the ability to build trusted relationships and align diverse stakeholders across a matrixed environment....Work at officeLocal areaShift work
$20 per hour
RELATIONSHIP MANAGER SR II_RBCWHAT IS THE OPPORTUNITY?Responsible for acquiring and managing small business and personal relationships within an assigned geography, working collaboratively with RBC USWM Financial Advisors, to deliver the full capabilities of City National...Remote work- ...business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped... ..., to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able...Permanent employmentFull timeContract workTemporary workWork at officeLocal areaRemote work2 days per week
$88.4k - $132.6k
...00,00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...Full timeWork at office- Commercial Real Estate (CRE) Relationship ManagerLocation: San Francisco, CAJob Type: Full-timeAbout the RoleWe are seeking an experienced Commercial Real Estate (CRE) Relationship Manager to originate new commercial real estate loans, develop new business, and manage relationships...
$50k - $250k
...AI and have raised $60M in Series C funding from Wellington Management, CRV, Next47 and Y Combinator.The roleAs Encord's first Engagement... ...you'll have a real hand in shaping how we build the customer relationship function in this market.This is a great fit for someone who...Work at office$225k - $240k
.... ____ THE ROLE AND RESPONSIBILITIES The Engagement Manager position includes: Managing the execution of individual project... ...-quality engagement execution Developing executive client relationships, designing materials and presenting to a wide range of...Work at officeLocal areaRemote workFlexible hours3 days per week1 day per week$20 per hour
Location:1301 5th Avenue, Seattle WashingtonKeyBank is built on trusted relationships and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, consultation and financial advisory...Full timeWork at officeFlexible hours$195k - $221k
...skills and discover what you excel at—all from Day One.Job Description Manages and grows a very large and very complex portfolio of commercial loans. Prospects for and closes new business relationships and retains and expands relationships with existing customers. Sells...Full timeLocal area$190k - $300k
...Full timePosted: 2026-10-13Grant Thornton is seeking a Client Relationship Executive - Commercial (Director) to join the team. Approved... ...drive focused growth within Audit and Tax through relationship management, active prospecting, disciplined pipeline development, and...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$225k - $240k
...2026-08-09 Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver... ...day leadership of client projects and aspects of the client relationship and commercial process within those relationships, teaming...Work at officeLocal areaRemote workFlexible hours3 days per week1 day per week$122k - $240.5k
Position Summary Do you excel at building relationships and enjoy bringing go-to-market (GTM) strategies to life? If so, you may be... ...level relationships with Deloitte and Relationship Executive - Manager. Recruiting for this role ends on 11/06/2026. The Team The...Local area$88.4k - $132.6k
...00.00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...Full timeWork at office$120k - $150k
SUMMARYDevelops and manages relationships with corporate clients with emphasis on origination business and portfolio risk in the assigned business segment. Presents a range of corporate banking product solutions to meet client needs and closes sales. Provides responsive...Full timeWork experience placementWork at officeLocal areaRemote workWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager - Grata. Be the first to apply!
- relationship manager San Francisco, CA
- relationship director San Francisco, CA
- labor relations director San Francisco, CA
- service relationship manager San Francisco, CA
- industry relations manager San Francisco, CA
- external relations director San Francisco, CA
- government relations manager San Francisco, CA
- senior relationship manager San Francisco, CA
- labor relations manager San Francisco, CA
- IT business relationship manager San Francisco, CA



