Datasite
Finance / FinServ
SeniorRelationshipManager
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Relationship Manager at Datasite. Skills: revenue growth, customer retention, Net Revenue Retention (NRR), customer reviews, commercial negotiations, stakeholder relationships, expansion opportunities. developing, retaining, and expanding an existing customer portfolio. drive revenue through upsell, cross-sell, and renewals”
What You'll Achieve.
high customer satisfaction; product adoption; high customer retention; increase Net Revenue Retention (NRR); value realization
Industry & Context.
What They're Looking For.
Must Have
Experience with X, Knowledge of X, Proficient in X, Familiar with X, X experience required
What You'll Do.
and expanding an existing customer portfolio
drive revenue through upsell
ensuring high customer satisfaction and product adoption
own your customer portfolio end-to-end – from onboarding and ongoing engagement to commercial discussions
and contract renewals
Drive revenue growth within an existing customer portfolio through upsell
Ensure high customer retention and actively work to increase Net Revenue Retention (NRR)
and customer reviews to ensure value realization and product adoption
Own contract renewals and lead commercial negotiations
Build and maintain relationships with key stakeholders (e. g. Analysts
Identify expansion opportunities and collaborate with Sales and Product teams
Maintain a structured and proactive approach to account planning
How You'll Work.
Team & Collaboration
collaborate with Sales and Product teams
Communication Scope
leading business discussions and negotiations
Full Job Description
Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth. Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish. Get started now, we look forward to meeting you. **Job Description:** As a Senior Relationship Manager , you will be responsible for developing, retaining, and expanding an existing customer portfolio within Private Equity, M&A, and Corporate Finance. This is a commercially focused role where you will drive revenue through upsell, cross-sell, and renewals, while ensuring high customer satisfaction and strong product adoption. You will own your customer portfolio end-to-end – from onboarding and ongoing engagement to commercial discussions, negotiations, and contract renewals. The role requires a proactive mindset, strong structure, and the ability to build long-term relationships with senior stakeholders. **Key Responsibilities** * Drive revenue growth within an existing customer portfolio through upsell, cross-sell, and renewals * Ensure high customer retention and actively work to increase Net Revenue Retention (NRR) * Lead onboarding, regular check-ins, and customer reviews to ensure value realization and strong product adoption * Own contract renewals and lead commercial negotiations * Act as a trusted advisor to clients within Private Equity, M&A, and Corporate Finance * Build and maintain relationships with key stakeholders (e.g. Analysts, CFOs, Heads of M&A) * Identify expansion opportunities and collaborate with Sales and Product teams * Maintain a structured and proactive approach to account planning, pipeline manageme
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