Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Head of Investment Banking Sales

$250k - $300k

DataSite

  • # Head of Investment Banking SalesApplyremote type: Hybridlocations: USA - CA - San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: R36222Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcingand 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****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**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.When we find the right person, we strive to put our best foot forward with an offer we hope you find compelling. Actual compensation packages at the time of offers are based on a wide array of factors unique to each candidate, including, but not limited to: what you’d like to be paid, the skills/experience you bring and any role-dependent factors such as software expertise, what similar jobs pay in the NYC area, and our commitment to equal pay for equal work among those you’ll be working with. The total compensation range for this role is targeted at $250,000 to $300,000. Transparency is a core value at Grata, and we welcome direct conversations with each candidate about compensation in all of our initial calls. *Grata is committed to building an inclusive, equitable, and diverse organization. We embrace equal opportunity for all applicants and seek to foster a culture of belonging for our employees. We recognize and appreciate that the more inclusive we are, the better we will function as a team. Grata welcomes qualified applicants of any race, color, ancestry, religion, sex, national origin, gender identity, gender expression, age, marital or family status, disability, military veteran status, and any other status or background.*#LI-Grata*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.**Salary Range OTE is budgeted for - $300,000-320,000*
  • J-18808-Ljbffr DataSite

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Head of Investment Banking Sales in New York, NY vacancy
  • Datasite is seeking a Director of Sales for Investment Banking & Advisory to lead their sales team and enhance revenue. The successful candidate will have extensive experience in SaaS, particularly within investment banking and M&A, managing teams to meet strategic goals... 
    Suggested

    Datasite

    New York, NY
    3 days ago
  •  ...company based in Pennsylvania is seeking a professional to direct relationship management activities with clients. This role aims to grow sales and deepen client relationships while managing risk and providing insights based on client needs. Responsibilities include... 
    Suggested

    PNC Financial Services Group, Inc.

    New York, NY
    1 day ago
  • $120k - $150k

    A full-service investment bank is seeking an experienced Institutional Equity Healthcare Sales Associate in New York. You will work with senior sales team members and manage relationships with institutional investors. Key qualifications include 2-4 years of relevant experience... 
    Suggested

    Needham & Company

    New York, NY
    5 days ago
  • Relationship Executive - Mid-Corporate Commercial Banking - Executive Director New York, NY,...  ...as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and...  ...experience of meeting or exceeding sales goals Excellent organizational skills and... 
    Suggested
    Local area
    Flexible hours

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  • $185k - $266k

     ...development opportunities such as acquisitions and licensing. Candidates should possess strong financial acumen and experience in investment banking or strategic finance. The position offers a competitive salary range of $185,000 - $266,000 along with comprehensive benefits... 
    Suggested

    Zoetis Spain SL

    New York, NY
    4 days ago
  • A leading B2B media company seeks a Sales Director for its flagship Investment News brand in New York City. This role involves driving commercial growth, managing a high-performing sales team, and building strategic client relationships. Candidates should have a strong... 
    Remote job

    Key Media

    New York, NY
    1 day ago
  • $160k - $235k

     ...mandates.* Partnering with Trading Heads for Agency (MBS/TBAs/CMOs) and...  ..., Inc. is the 15th largest bank in the world as measured by...  ...leading provider of corporate and investment banking services to clients in...  ..., equity and fixed income sales & trading, derivatives, FX, custody... 
    Work at office
    Local area
    Remote work
    Worldwide

    Mizuho Financial Group Inc.

    New York, NY
    4 days ago
  •  ...technology firm is looking for a Senior Manager in Strategic Finance & Investments. This role involves building financial models, performing...  ...4-6 years of relevant experience, especially in investment banking or consulting. Strong skills in Excel and financial modeling... 
    Remote work

    AssistRx

    New York, NY
    5 days ago
  • Investment Banking Director / Vice President, Business Development & Referral Partnerships Overview CMA is a leading middle-market advisory firm...  ...relationship-driven business development role, not a generic sales position. The right candidate will be polished, proactive,... 
    Work at office

    Carl Marks Advisory Group

    New York, NY
    5 days ago
  • $65k

     ...part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem...  ...clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations... 
    Work at office
    Visa sponsorship
    Flexible hours

    CBRE

    New York, NY
    3 days ago
  • About Samsung Next Samsung Next is an investment group that champions the boldest and most ambitious founders who are creating a better future...  ...entire team of top-tier investors, operators, marketers, and sales and business developers are committed to supporting every... 
    Worldwide
    2 days per week

    Vctavern

    New York, NY
    5 days ago
  • $125k - $140.5k

    PIMCO, located in New York, is seeking an Alternatives Sales Senior Associate to support business development for alternative investment products. This role involves building relationships with clients and internal partners, maintaining business reporting, and improving... 

    LGBT Great

    New York, NY
    1 day ago
  • $135k

     ...provide commercial truck rental, truck leasing, used trucks for sale, and last mile delivery services, and are proud to have been...  ...reports on key performance indicators to tie results and return on investment back to overall vision. Functions as a servant leader... 
    Shift work

    Ryder

    New York, NY
    1 day ago
  • $125k

    A fast-growing investment firm is seeking a Senior Regional Sales Director to represent its investment offerings, develop relationships with investment professionals, and lead sales initiatives. The ideal candidate should have a bachelor's degree, ten years of experience... 
    Remote job

    Remote Jobs

    New York, NY
    2 days ago
  • The Dynavox Group is seeking a Funding Manager to oversee operations related to funded sales, repair, and rental orders. This role requires a strong knowledge of funding processes and the ability to lead a team effectively, ensuring compliance with regulations while achieving... 
    Remote job

    Dynavox Group

    New York, NY
    5 days ago
  • $240k - $300k

    ## Head of Market Risk for US Credit Trading, Executive DirectorCandidatar-selocations: Madison Ave Corptime type: Tempo Integralposted...  ...a Market Risk management framework for the corporate and investment bank. It ensures identification, measurement and monitoring of... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Shift work

    Banco Santander SA

    New York, NY
    1 day ago
  • $100k - $150k

    The available position is an Associate level position on the Non-Market Risk team within the Institutional Equity Division (IED) Business Control Unit. IED provides liquidity, distributes content, and creates product solutions to help service our clients. Non-Market Risk...
    Temporary work

    Morgan Stanley

    New York, NY
    5 days ago
  • $120k - $200k

     ...with smarter, more adaptive pay‑over‑time solutions. From point‑of‑sale financing to “Buy Now, Pay Later” programs and loyalty‑integrated...  ...experience in consumer or SMB credit risk strategy at a fintech, bank, or credit‑focused startup Experience building and managing... 
    Remote work

    ClarityPay Program Services, LLC

    New York, NY
    3 days ago
  • $100k

     ...Analyst for its 2-Year Analyst Program within the Institutional Sales Platform. This role involves supporting fundraising campaigns, investor...  ...GPA of 3.5 and relevant experience in investor relations or banking. The anticipated salary for this position is $100,000,... 

    The Carlyle Group

    New York, NY
    2 days ago
  • $120k - $150k

    Associate/Senior Associate, Sales Operations (Investor & Fund Reporting) Founded in 1992, Cerberus is a global leader in alternative investing with approximately $71 billion in assets across complementary credit, private equity, and real estate strategies. We invest across... 

    Cerberus Capital Management

    New York, NY
    5 days ago
  • $150k - $175k

    A global investment management firm in New York is seeking an experienced Institutional Sales professional to manage relationships with US institutional investors. The role involves promoting and servicing investment products, implementing strategy, and achieving sales... 

    Man Group

    New York, NY
    2 days ago
  • T&D Investment Planning Manager Are you ready to be part of a company that's not just talking about the future, but actively shaping it?...  ...ideas. AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023 , we have... 
    For contractors
    Work at office
    Worldwide

    AES Corporation

    Brooklyn, NY
    1 day ago
  • $140k

     ...firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the... 
    Work at office

    The Symicor Group

    New York, NY
    5 days ago
  •  ...consider applying to this opportunity: You are sales and client centric orientated, as well as...  ...excited to learn the ins and outs of how banking works. Job Description The primary...  ...renewed in a timely fashion. Reports to: Group Head (East Coast). Works and supports the... 
    Full time

    Valley Bank

    New York, NY
    5 days ago
  • U.S. Bank is seeking a Portfolio and Pricing Manager in New York City to drive pricing strategies and enhance customer experience. The ideal candidate will have a Bachelor’s degree and over 6 years of experience in pricing or product roles within financial services. Responsibilities... 

    U.S. Bank

    New York, NY
    3 days ago
  •  ...As a Compliance Executive Director for Registered Alternative Investments Funds within the Asset Management Compliance team , you will...  ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial... 

    JPMorgan Chase & Co.

    New York, NY
    more than 2 months ago
  • Our client is looking for a Fund Admin Sales with the following job responsibilities: Business Development. Develop sales strategy in...  ...hedge funds, hedge fund administration or alternative investments Skills/Knowledge: Strong analytical skills and business acumen... 
    Flexible hours

    Headrefer.com Limited

    New York, NY
    4 days ago
  • $110k

     ...to Talk to You! The Difference You Make: The Analyst, Corporate Banking plays a key role in building relationships with our highest...  ...Provide specific assistance to assigned internal partners Utilizes sales tracking database to manage call/relationship management activities... 
    Hourly pay
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander US

    New York, NY
    3 days ago
  • A leading tech firm is seeking a Pricing and Risk Director to steer their Pricing & Risk Management department. The ideal candidate will collaborate with executives and manage departmental strategy, budgets and innovative methodologies. Responsibilities include setting ...
    Remote job

    Midwest Startups

    New York, NY
    5 days ago
  • Liberty Mutual Insurance is seeking a Technical Director for the Commercial Auto line of business. In this role, you will provide leadership and mentoring to risk control consultants while overseeing complex auto business surveys. You will also collaborate closely with ...

    Liberty Mutual Insurance

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Head of Investment Banking Sales. Be the first to apply!