Teams at DataSite

Hunt and develop sales opportunities among investment banks and advisory firms in San Francisco. Conduct discovery, present technology solutions, prepare proposals, negotiate contracts, manage client relationships, and achieve sales goals. The role uses consultative and solutions selling, partners with technical sales consultants, maintains Salesforce activity records, and supports customer satisfaction while working in a hybrid office model.

Serve as primary client contact to onboard, drive adoption, and ensure retention and growth across assigned accounts. Manage renewals, upsells, ROI communications, risk mitigation, and cross-functional issue resolution to maximize NRR and client satisfaction.

Manage assigned Grata accounts to ensure high customer satisfaction and ROI. Drive onboarding, adoption, renewals, upsells, and churn mitigation. Serve as primary client contact, deliver executive reviews, coordinate with Product/Engineering to resolve issues, and grow revenue while tracking NRR, NPS, and engagement metrics.