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Job Description:

Director of Sales — Investment Banking & Advisory

Overview

Grata for Datasite is looking for a proven sales leader to own our investment banking and advisory segment. You will lead a team of AEs and BDRs across both a strategic motion covering large, complex institutions and a mid-market motion serving mid-sized banks and boutique advisory firms — two buying patterns that require different approaches and a leader who can run both with clarity. As a key member of the sales leadership team reporting directly to the VP of Americas Sales, you will contribute tooverallsales strategy and help shape the direction of the business.

YourResponsibilities

Lead, develop, andretaina team of AEsand BDRsoperatingacross strategic and mid-market motions within the investment banking and advisory segment

Own quarterly and annual revenue targets — managing pipeline health, forecast accuracy, and deal velocity across both motions

Build and nurture a channel partnership motion withDatasite'sadvisory team, turning their global client relationships into a warm lead channel for your AEs

Define and evolve territory strategy across bulge bracket, middle market, and boutique advisory firms as Grata's ICP expands

Provide regular, structured coaching and feedback —identifyingthe specific blockers holding each rep back and building accountability without micromanagement

Cultivate senior executive relationships across target accounts to serve as a voice of customer for the segment

Collaborate withRevenueOperations,Marketing, Customer Success, and Product to bring segment-specific insight into company decisions

AboutYou

You have successfully managed a team of AEs to consistent quota attainment in a high-growth SaaS environment

You have sold into investment banking, M&A advisory, or closely related financial services — you understand how deal teams are structured, how coverage bankers think about sourcing, and what makes a data or workflow platform indispensable to them

You use data to drive clarity and communicate with conviction — with your team, with cross-functional partners, and with executive leadership.

You build process that scales and creates accountability without bureaucracy: structured pipeline reviews, clear deal coaching frameworks, and a feedback cadence thatactually movesthe needle

You have run or managed both a strategic enterprise motion and a higher-velocity mid-market motion — and you understand how to coach differently across those two contexts

SaaS sales experiencerequired; experience selling data products or a consumption-based model is a strong plus

Based in New York City, comfortable with our hybrid schedule (Monday, Tuesday, and Thursday in-office)

6+ years of sales experience, including at least 2 years in a sales management role

The base salary range represents the estimated low and high end for this position at the time of this 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. Datasite reserves the right to modify this pay range at any time.

The OTE (On-Target Earnings) for this role is budgeted for $300,000.00 - $320,000.00.

Our 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.

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