San Francisco, California, United States · Hybrid
$71k–$118k/yr
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 technologica…
Skills: Account Management, Customer Engagement, Renewal Management, Upselling, Customer Onboarding
San Francisco, California, United States · Hybrid
$70k–$80k/yr
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we …
Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus
San Francisco, California, United States · On-site
$70k–$80k/yr
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we …
Skills: Account Management, Advisory, Client Experience, Branding, Customer And Client Focus
San Francisco, California, United States · On-site
$220k–$240k/yr
Who We Are With a legacy spanning four decades, Action Property Management has become the premier choice for homeowner’s association management. Founded in 1984, Action began with a single client and a vision to elevate …
Skills: Property Management, Leadership, Budgeting, Financial Reporting, Vendor Management
San Francisco, California, United States · Hybrid
$113k–$165k/yr
Calling all originals: At Levi Strauss & Co., you can be yourself — and be part of something bigger. We’re a company of people who like to forge our own path and leave the world better than we found it. Who believe that …
Skills: Commercial Strategy, Management Consulting, Corporate Finance, Investment Banking, Data-Driven Decision Making
San Francisco, California, United States · On-site
$20/hr–$25/hr
Mechanics Bank is currently searching for a Customer Service Representative to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role wi…
Skills: Cash Handling, Customer Service, Banking Transactions, Account Maintenance, Regulatory Compliance
San Francisco, California, United States · On-site
$75k–$90k/yr
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Skills: Lease Transaction Management, Client Relationship Management, Real Estate Market Research, Lease Abstracting, Financial Modeling
San Francisco, California, United States · On-site
About the Role"Gap Inc. is seeking a Director, Finance & Contracts to lead financial and commercial governance across all managed service provider relationships within our Strategic Provider Operations (SPOps) function. …
Skills: Financial Management, Commercial Management, Contract Governance, Vendor Management, Invoice Validation
San Francisco, California, United States · Hybrid
$100k–$120k/yr
Role Overview Dodge & Cox is seeking an experienced and dynamic Administrative Assistant to join our Equity Research team. Working closely with Analysts and Portfolio Managers, this role anticipates needs, mitigates risk…
Skills: Calendar Management, Travel Coordination, Expense Reporting, Meeting Coordination, Confidentiality
San Francisco, California, United States · Hybrid
$135k–$180k/yr
Overview The San Francisco, CA office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking attorneys to join its Healthcare & Long-Term Care Litigation Practice Group. The ideal candidates will be admitt…
Skills: Insurance Coverage Analysis, Legal Research, Legal Writing, Litigation, Depositions
Redwood City, California, United States · Hybrid
$100k–$120k/yr
About Latham & Watkins Latham & Watkins is one of the world’s leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business cen…
Skills: Data Analysis, Financial Analysis, Market Intelligence, Client Research, MS Excel
San Francisco, California, United States · On-site
About the role We're looking for a Founding Business Operations lead to be the backbone of how Gradient Robotics runs day-to-day. This is intentionally a broad founding role. You'll own the company's operational backbone…
Skills: Finance Operations, People Operations, Vendor Management, KPI Tracking, HR Compliance
San Francisco, California, United States · Hybrid
$154k–$246k/yr
About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to …
Skills: Strategy Consulting, Data Analytics, Sales Pipeline Management, Financial Modeling, Client Relationship Management
San Francisco, California, United States · Hybrid
$133k–$184k/yr
About the role Chime Engineering is growing rapidly as we scale to support the financial needs of our members. We are looking for driven engineers to join our Membership team, where you'll work across the full stack, bui…
Skills: Ruby on Rails, React, React Native, TypeScript, API Design
San Francisco, California, United States · Hybrid
$200k–$308k/yr
Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. Thi…
Skills: Pricing Strategy, Commercialization, Enterprise License Agreements, Channel Pricing, Monetization Strategy
San Francisco, California, United States · Hybrid
$192k–$226k/yr
About Checkr Checkr is building the data platform to power safe and fair decisions. Over 140,000 companies and millions of people rely on Checkr for AI verification in the moments that matter most: getting a new job, a n…
Skills: Financial Modeling, Strategic Planning, Sales Strategy, AI Workflow Development, Executive Presence
San Francisco, California, United States · Remote OK
$110k–$125k/yr
Harness is the AI Software Delivery Platform company, led by technologist and entrepreneur Jyoti Bansal (founder of AppDynamics, acquired by Cisco for $3.7B). Harness has raised approximately $570M in funding and is valu…
Skills: ASC 606, Revenue Recognition, SaaS Accounting, Month-end Close, SOX Compliance
San Francisco, California, United States · Remote OK
$245k–$368k/yr
Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and …
Skills: Enterprise Software Sales, Fintech, SaaS, Payments, Commercial Strategy
San Francisco, California, United States · On-site
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Skills: Presales, Solution Consulting, Enterprise Performance Management, Financial Planning & Analysis, Executive Communication
San Francisco, California, United States · On-site
$120k–$140k/yr
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
Skills: Cost Management, Quantity Surveying, Construction Estimating, Bid Analysis, Value Engineering
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The Relationship Manager is responsible for driving commercial success and maximizing Net Revenue Retention (NRR) across assigned accounts. This includes managing the full customer lifecycle from onboarding to renewal and acting as a trusted advisor to ensure high customer satisfaction.
Candidates need 3-5 years of experience in customer-facing roles with a proven track record in managing renewals and upsells. Success requires a results-oriented mindset and the ability to deliver value-added communications such as executive business reviews.
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..
Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners.
We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1,500 customers and has been widely recognized as the market leader by G2, PE Wire, and more.
We are looking for a Relationship Manager to join our team! The ideal candidate should have a proven track record of account management, maintaining high customer renewal rates as a result of outstanding customer engagement at all levels of their clients’ organizations. As Grata’s lead contact for your assigned accounts, you are responsible for ensuring high levels of customer satisfaction and driving customer ROI, becoming a trusted advisor to each of your clients. Your primary goal will be driving commercial success across your accounts.
Grata is a hybrid company, which means our employees work from our New York City office on Mondays, Tuesdays and Thursdays.
At Grata, we will expect you to:
Combine commercial and engagement strategies throughout each client’s annual life cycle to achieve consistent growth in your book. Your north star metric will be your book’s NRR.
Perform initial onboarding of accounts, ensuring strong adoption and ongoing engagement throughout the customer’s lifetime.
Serve as the primary contact for customers to resolve questions over email/phone, perform periodic customer success reviews that confirm satisfaction, resolve issues and bugs with the help of the Product and Engineering teams, and expand Grata use throughout the account.
Grow your revenue base by maximizing account retention as well as renewal and upgrade revenue through increased product adoption, cross sales of new product modules, and increased user counts.
Maintain strong relationships with customers across varied personas: users, champions and decision makers measured through engagement scores, NPS, and recorded customer feedback.
Proactively identify account risks and drive churn mitigation strategies, bringing together the appropriate team members from within Grata to achieve consistently high client health scores.
What we are looking for:
You have 3-5 years of experience in a customer-facing role, with commercial experience managing renewals and upsells.
Proven proficiency engaging directly with customers and working independently.
Successful candidates will be: innovative, persuasive, creative, and have a genuine curiosity in their clients’ business. They will be goal and results-oriented, optimistic and smart, with a value-added mindset, a proactive approach to the role and the ability to adapt to change.
Experience developing and delivering value added communications including the ROI Grata delivers. Examples include; executive business reviews, user check-in calls, and regular touch points with key influencers.
Demonstrable success identifying and forecasting risk as well as growth opportunities within your book of business.
Confident, high energy, self-motivated, and a true team player.
Well-organized, with a high attention to detail, you are a resourceful problem solver and can manage multiple work streams.
A track record of exceeding target KPIs including but not limited to: renewal %, upsell %, monthly active usage, and NPS
You embrace our values. You’re thoughtful, selfless, and responsive.
The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.
$71,300.00 - $118,300.00Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.
We empower dealmakers around the world with the tools they need to succeed across the entire M&A journey.
We empower dealmakers around the world with the tools they need to succeed across the entire M&A journey.
Offices: 733 S Marquette Ave, Suite 600, Minneapolis, Minnesota 55402, US · 15 Bonhill Street, London, England EC2A 4DN, GB · Planta 10, Oficina 5, P.º de la Castellana, 91, Madrid, Community of Madrid 28046 , ES · Via Dante 7, 20123, Milan , IT · Mainzer Landstraße 36, ʺVistaʺ, Frankfurt, Hesse 60325, DE
Based on 1647 listings with disclosed salaries, most finance & accounting jobs in San Francisco, CA pay between $93k–$250k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 1,939 open finance & accounting positions in San Francisco, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, OpenAI, Airwallex, Citi, Brex, among others. Browse the listings above to see every active employer.
Yes — 1117 of the 1939 open finance & accounting positions offer remote or hybrid work (196 remote, 921 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
