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.
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
About Grata.
We are a fast-growing team headquartered in New York City. We believe in transparency, directness, and building a culture where high performers thrive and the work is genuinely meaningful.
#LI-Grata
The base salary range represents the estimated low and high end for this position at the time o
Benefits
Health insurance
Additional Information
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.
Job Description:
Job Description
Director of Sales - Investment Banking & Advisory Grata
Datasite · - CA - San Francisco