Director of Relationship Management, Datasite
$118.8-207.2k
Virtual data rooms for M&A dealmaking
Be an early applicant
Virtual data rooms for M&A dealmaking
1001+ employees
Be an early applicant
$118.8-207.2k
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- 7+ years of work experience, with 4+ in customer success, account management, or relationship management. SaaS specific experience is 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
- Exceptional organizational skills, including familiarity with technology-based solutions
- Strong problem-solving abilities and a customer-focused mindset
- Ability to work independently and lead initiatives in a fast-paced environment
- Passion for customer experience, empowering others, and delivering value to customers
- 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
What the job involves
- Grata is looking for our next exceptional Relationship Management (RM) leader with a passion for developing others, building effective teams, and helping us uphold and surpass our commitments to the customers we serve
- We take pride in building an amazing product and providing the best possible customer experience
- We are looking for someone to drive excellence in themselves and inspire it in their team
- Manage a team of 5-8 relationship managers as direct reports, each with their own book of business, to commercial success of >100% retention
- Meet segment retention goals (accounts, GRR and NRR) as well as NPS KPIs, leveraging your analytical skill, leadership and creativity to guide your team to consistent execution of best practices
- You will be leading up to two client market segments and have responsibility for strategy development by segment, forecasting and future growth planning
- Actively participate in assessing client health, working with your team to communicate value in client meetings resulting in early recognition of risk and reduced churn in each segment
- Lead, coach, motivate and support team members to achieve success and pursue their personal and career development
- Drive exceptional teamwork and collaboration while leveraging individual strengths to our mission
- Place our customers at the center of your efforts, aligning your team to advocate for their customers while keeping our company’s broader interests in mind
- Communicate clearly and effectively across all stakeholders; your team, peers, customers and senior leadership
- Measure your performance, make data driven decisions, and track progress continuously
- Build a world class team, hiring, onboarding, and training all new employees
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Benefiting from its extensive experience in the industry, Datasite has successfully transformed into a more contemporary business entity. And it has also introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company 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
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(CEO & President)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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