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Partnership Associate, Advisory

New York, New York

New York, New York

Grata is the leading private market data platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable data on private companies, their financials, and their owners.

We help leading financial investors, investment bankers, management consultants, and corporate development teams discover transaction targets and generate more business. Grata has over 1,000 customers and has been widely recognized as the market leader by G2, PE Wire, and more.

The Partnership Associate, Advisory will be responsible for engaging and expanding the participant network, driving the supply of opportunities available to the members, and supporting various marketing and outreach initiatives. The role involves managing outreach campaigns, onboarding and training members, and maintaining regular communication with both existing and prospective members. The individual will also work closely with the team to help manage and optimize participant engagement and deal flow.

Grata is a hybrid company, meaning our employees work from our NYC office (near Bryant Park) on Mondays, Tuesdays, and Thursdays.

At Grata, we will expect you to:

  • Engage with existing network members to drive supply, building and nurturing relationships through regular touchpoints (phone calls, emails, and Zoom meetings)
  • Provide performance updates to members on their ongoing deals, ensuring consistent communication and fostering continued participation
  • Conduct cold outreach to potential new members (via phone calls and emails) to increase the number of active members in the network
  • Onboard new members, training them on how to use the deal form to record and update deals, offering ongoing support and guidance
  • Oversee various outreach and marketing campaigns, including:
    • Cold campaigns (250 emails per week), tracking enrollments, calls, and deal creation.
    • Pre-enrolled campaigns with monthly check-ins and reminders
    • Bi-weekly closed deal campaigns, maintaining relationships with those who have closed deals
    • Bi-monthly enrolled participant campaigns with automated check-ins
    • Weekly live deals digest emails, ensuring members are informed and engaged.
    • Weekly prospect calls, connecting with potential clients
  • Bi-monthly updates on buy-side to sell-side status
  • Assist with developing and promoting a concierge service to match buyers with active deals, offering a personalized experience for clients

What we’re looking for:

  • 3+ years of experience in outreach, participant engagement, or marketing roles (preferably in deal management, sales, or client relations)
  • Proficiency in CRM tools, email marketing systems, and deal management platforms (Hubspot a plus).
  • Young professional with a passion for building relationships within the M&A community
  • Go-getter with a strong sense of urgency, grit and perseverance 
  • Self-starter able to manage its projects’ pipeline while delivering excellent service to members of the network
  • Someone keen to put their mark on a team by challenging the status quo, implementing new ideas, re-shaping existing processes, setting and owning ambitious business objectives
  • Strong communication skills, with the ability to engage members effectively through phone, email, and Zoom

Benefits & Perks:

  • Medical, dental, and vision plans: 80% coverage of premiums for employees.
  • Company-sponsored lunch through Grubhub weekly.
  • Unlimited PTO policy.
  • Flexible Work Location (FWL) policy: work from home up to 24 days per year.
  • Additional benefits: 12 weeks of parental leave, 401k, pre-tax commuter benefits, and a dog-friendly office.

At Grata, we believe in providing competitive cash compensation and benefits. The compensation for this role is based on factors such as location, role scope, and experience. For NYC-based roles, the estimated salary is $90,000 - $100,000 per year.

Grata is an Affirmative Action, Equal Opportunity Employer. We do not discriminate in hiring or any employment decision based on race, colour, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other legally protected characteristic. Grata is also committed to providing reasonable accommodations for individuals with disabilities and disabled veterans in the job application process.

If you need assistance or an accommodation due to a disability, please let your recruiter know. In compliance with federal law, all hired employees will be required to verify their identity and eligibility to work in the U.S. and complete the required employment eligibility verification form upon hire.

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