Director of Sales — Investment Banking & Advisory

Datasite • San Francisco, CA

44d • $250,000 - $300,000 • Hybrid

About The Position

Grata is looking for a proven sales leader to own its investment banking and advisory segment. This role will lead a team of Account Executives (AEs) and Business Development Representatives (BDRs) across both a strategic motion for large, complex institutions and a mid-market motion for mid-sized banks and boutique advisory firms. As a key member of the sales leadership team reporting directly to the VP of Americas Sales, this individual will contribute to overall sales strategy and help shape the direction of the business. The ideal candidate will have a strong understanding of how to manage different buying patterns and coach teams effectively across various market segments. The role is based in New York City with a hybrid schedule requiring in-office presence on Mondays, Tuesdays, and Thursdays.

Requirements

• 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 — understanding how deal teams are structured, how coverage bankers think about sourcing, and what makes a data or workflow platform indispensable to them.
• Uses data to drive clarity and communicate with conviction — with their team, with cross-functional partners, and with executive leadership.
• Builds process that scales and creates 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 understands how to coach differently across those two contexts.
• SaaS sales experience required.
• 6+ years of sales experience, including at least 2 years in a sales management role.

Nice To Haves

• Experience selling data products or a consumption-based model is a strong plus.

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.

Benefits

• 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.
• We are an equal opportunity employer and make 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.
• We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed