Customer Success Operations
DatasiteNew York, New York, United States • San Francisco, California, United States
Posted March 27, 2026
71300 - 118300 USD
Full Time
About the Company
Datasite is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorten deal times and boost success rates. X (@datasiteglobal) Instagram (@datasiteglobal) Facebook (@datasiteglobal) YouTube (youtube.com/datasite)
Job Description
Grata is a private market dealmaking platform that makes it easy to find, research, and engage with private companies. The company is looking for a Customer Success Operations Specialist to join its team, responsible for building systems, processes, and reporting that empower the CS team to proactively manage accounts and drive revenue growth.
Requirements
- 2–3+ years of experience in Customer Success Operations, Revenue Operations, Sales Operations, or a similar analytical role within a SaaS environment.
- Strong understanding of SaaS retention metrics (NRR, GRR, churn, renewal forecasting) and customer lifecycle management.
- Experience working in Salesforce and a CS platform (Vitally, Planhat, Gainsight, Totango, etc.).
- High analytical rigor with strong Excel/Google Sheets skills and the ability to translate data into actionable insights.
- Strong cross-functional communication skills with the ability to support frontline teams while maintaining process discipline.
Benefits
- Health insurance (medical, dental, vision)
- Retirement savings plan
- Paid time off
- Other employee benefits
