Director of Sales — Investment Banking & Advisory

Director of Sales — Investment Banking & Advisory 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. Qualifications Successfully managed a team of AEs to consistent quota attainment in a high‑growth SaaS environment. Sold into investment banking, M&A advisory, or closely related financial services; understand how deal teams are structured, coverage bankers think about sourcing, and what makes a data or workflow platform indispensable to them. Use data to drive clarity and communicate with conviction — with your team, cross‑functional partners, and executive leadership. Build processes that scale and create accountability without bureaucracy: structured pipeline reviews, clear deal coaching frameworks, and a feedback cadence that actually moves the needle. Run or managed both a strategic enterprise motion and a higher‑velocity mid‑market motion — and coach differently across those 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, Thursday in‑office). 6+ years of sales experience, including at least 2 years in a sales management role. Location & Compensation Location: New York City, hybrid schedule (Monday, Tuesday, Thursday in office). Compensation: Total compensation range targeted at $250,000 to $300,000, including base salary and variable OTE. EEO Statement 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. Grata is an equal‑opportunity employer and makes 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. 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. #J-18808-Ljbffr Jobleads-US