Director of Sales — Investment Banking & Advisory

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.

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

• 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 processes that scale and create 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.

Pay Transparency

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.

Equal Employment Opportunity

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.