Solutions Engineer, Grata

$110-125k

+ Stock Options

Python
Salesforce
Hubspot
Mid and Senior level
New York

3 days a week in office (Bryant Park, NY)

Grata

Search engine to find & research private companies

Open for applications

Grata

Search engine to find & research private companies

21-100 employees

B2BArtificial IntelligenceBig dataInvestingBusiness IntelligenceMachine LearningSaaS

Open for applications

$110-125k

+ Stock Options

Python
Salesforce
Hubspot
Mid and Senior level
New York

3 days a week in office (Bryant Park, NY)

21-100 employees

B2BArtificial IntelligenceBig dataInvestingBusiness IntelligenceMachine LearningSaaS

Company mission

Grata's mission is to unlock the middle market by providing unparalleled information and access to drive the private economy.

Role

Who you are

  • 4+ years of experience in a Sales Engineer, Solutions Engineer, or similar role, with a focus on CRM integrations
  • Bachelor’s degree in Computer Science, Information Technology, or equivalent work experience
  • Strong technical knowledge of CRM systems (e.g., Salesforce, HubSpot, DealCloud, Affinity)
  • Salesforce Architect Certification (specifically Application and Data Architect)
  • Ability to effectively communicate complex technical concepts to non-technical stakeholders
  • Strong collaboration skills and the ability to work independently across multiple teams, including sales, customer success, product managers and engineering teams
  • Ability to code in Python and independently address minor CRM issues
  • Bonus: 2+ years of experience in CRM integrations development, specifically with strong understanding of back-end technologies
  • Proactive and customer-focused mindset
  • Ability to manage a dynamic client load, including the ability to effectively work with multiple clients simultaneously
  • Ability to prioritize and problem-solve in a fast-paced environment and collaborate cross-functionally to deliver the maximum value to customers
  • Excited to be a part of an inclusive culture
  • Interested in an office-centric culture with a flexible work environment

What the job involves

  • At Grata, we are looking for a customer-obsessed, technically savvy Solutions Engineer who will be instrumental in owning the end-to-end lifecycle of a customer’s CRM integration journey at Grata
  • In this role, you will play a strategic role in both pre- and post-sales processes to ensure our clients seamlessly integrate Grata with their CRM systems
  • As Grata’s Solutions Engineer, you will build scalable internal processes, including playbooks for onboarding CRM integrations, developing scripts that drive visibility into CRM settings and errors and proactively identifying errors via debugging and review of APM logs
  • Own the end-to-end lifecycle of a customer’s integration journey at Grata, serving as the CRM expert
  • Through your deep product knowledge and knowledge of CRMs, you will drive the integration by providing guidance on integration set-up based on the customer’s data architecture and objectives through ensuring problem areas are investigated and addressed
  • Serve as the integrations subject matter expert during pre-sales processes, supporting trials/evaluations as the customer establishes the CRM integration with Grata
  • Discover the customer's business needs, and position the best integration solution to achieve those business objectives
  • Drive resolution for any CRM issues faced by customers by being the first line of defense in troubleshooting and determining the root cause of the issue, as well as implementing a fix for minor bugs identified or engaging with engineering to resolve more complex integration bugs
  • Build scripts that serve as tools for you and others internally, ultimately driving visibility into CRM settings and errors that serve as early indications of integration issues
  • Convey a deep understanding of the customer's CRM data architecture as it pertains to Grata’s integration
  • Perform daily and continuous proactive monitoring of CRM integration issues and data inconsistencies; this includes reviewing CRM logs to ensure the integration health for strategic accounts
  • Maintain and update documentation on CRM Integrations that inform the commercial organization and manage training for integrations
  • Collaborate with product managers and engineering to build the CRM roadmap, advocate for system improvements and build evidence on impact to customer base
  • Monitor industry trends as CRM systems evolve to ensure Grata’s integration remains robust and adapts with the evolving technological landscape

Our take

Grata offers investors a way of locating and targeting private companies through its B2B search engine. The engine leverages Machine Learning (ML) and Natural Language Processing (NLP) to collect distributed company data, giving potential stakeholders greater insight into middle market businesses.

It’s remarkable that, despite the middle market making up 99% of all US businesses, it’s long been a very difficult sector to gain any real insight or access to. Now that millions of small and medium enterprises (SMEs) are going online however, a solution like Grata’s makes it much easier to find key information as investors weigh up their options.

While the likes of SourceScrub, which focuses on the financial services industry, is also making inroads in the B2B search engine niche, the fact that Grata is both industry non-specific and market-focused could play to its advantage. That being said, it also scales up the challenge for the company’s tech to provide actionable insights for dealmakers.

With plenty of funding at its back, the company is looking to continue to refine its machine learning capabilities moving forward. It has also been working to expand its customer list, which already included the likes of Providence Equity, Denali Growth Partner, and One Medical.

Freddie headshot

Freddie

Company Specialist

Insights

Top investors

Few candidates hear
back within 2 weeks

9% employee growth in 12 months

Company

Funding (last 2 of 3 rounds)

Feb 2022

$25m

SERIES A

Apr 2021

$6.3m

SEED

Total funding: $34.5m

Company benefits

  • Company-sponsored health, dental, and vision plans
  • Flexible Time Off
  • 12 weeks of parental leave for all employees
  • Stock options for all employees
  • 401K plans
  • Weekly happy hours
  • Monthly lunch and learns
  • Hybrid work environment
  • Dog-friendly office
  • Monthly social events

Company values

  • Excellence – Grata has a history of delivering at every level. People trust us because when we set goals, we achieve them. When we encounter challenges we learn from them and improve
  • Transparency – We focus on clear goals. We address company issues out in the open within our organization. Everyone is held accountable in a positive, constructive way
  • Growth – We succeed because we're growth-minded and nimble. Wins at Grata are celebrated then built-upon; losses are analyzed then addressed. If something isn’t working we pivot. We’re always comfortable experimenting with new areas of opportunity
  • Community – Grata’s community is a place where we share knowledge and ideas with each other, customers, investors, and partners. This builds trust, which builds lasting relationships. Everyone contributes to the shared vision

Company HQ

Midtown Manhattan, New York, NY

Leadership

Before co-founding Grata in 2016, they founded and led Gramercy360, a technology consulting, strategy and development firm.

Private equity, investment banking and business analyst who, before co-founding Grata, spent periods at investment firms Riverside Partners and Jefferies, as well as McKinsey & Company.

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