Director of Sales - Investment Banking & Advisory

Datasite

$250K — $300K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of sales experience, including at least 2 years in a sales management role.
  • Proven success in managing teams of Account Executives (AEs) to achieve sales targets in a high-growth SaaS environment.
  • Experience selling to investment banking or M&A advisory sectors, with an understanding of deal team dynamics and the role of data platforms.
  • Ability to utilize data effectively for communication and decision-making at all organizational levels.
  • Proven skills in developing scalable processes that enhance accountability and performance without bureaucracy.
  • Experience in managing both strategic enterprise sales and higher-velocity mid-market sales motions.

Responsibilities

  • Lead and develop a team of AEs and BDRs across strategic and mid-market sales motions.
  • Drive quarterly and annual revenue targets, manage pipeline health and forecast accuracy.
  • Establish and nurture partnerships with Datasite's advisory team to leverage their client relationships.
  • Define and evolve territory strategies for bulge bracket, middle market, and boutique advisory firms.
  • Provide structured coaching to team members, identifying blockers and promoting accountability.
  • Build senior executive relationships with target accounts to represent customer insights.
  • Collaborate with cross-functional teams to influence company decisions based on segment-specific insights.

Benefits

  • Transparent and direct company culture encourages meaningful work.
  • Hybrid work schedule with required in-office days, promoting work-life balance.
  • Commitment to equal pay for equal work within the organization.
Full Job Description
Job Description:

Director of Sales - Investment Banking & Advisory Grata

Overview

Grata 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 to overall sales strategy and help shape the direction of the business.

Your Responsibilities

  • Lead, develop, and retain a team of AEs and BDRs operating across 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 with Datasite's advisory 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 - identifying the 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 with Revenue Operations, Marketing, Customer Success, and Product to bring segment-specific insight into company decisions


About You

  • 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 that actually moves the 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 experience required; 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

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