Sales Engineer, Sr

Datasite•New York, NY

1d•$118,800 - $207,200

About The Position

The Senior Sales Engineer supports adoption of Grata Intelligence, an AI and data intelligence platform serving the M&A ecosystem. The role is dedicated to the Strategic Sales team and supports a select group of large, sophisticated investment banking and private equity accounts, while reporting to Sales Engineering leadership. As a technical and strategic advisor, the Senior Sales Engineer partners with Strategic Account Executives to develop account strategies, understand complex client needs, and demonstrate how Grata Intelligence’s proprietary data and AI capabilities can transform investment workflows. The position calls for deep knowledge of the M&A ecosystem, strong technical aptitude, and the ability to navigate complex enterprise sales cycles while engaging senior stakeholders at financial institutions. The role also collaborates across Sales, Product, and Engineering to translate customer needs into product feedback and support the evolution of the platform.

Requirements

At least 5 years of experience in sales engineering, solutions consulting, or technical pre-sales roles.
Deep understanding of the M&A ecosystem and demonstrated experience working with investment banks, private equity firms, and sophisticated financial services organizations.
Strong understanding of generative AI, AI-powered workflows, and data intelligence platforms, with the ability to configure and demonstrate solutions tailored to client needs.
Ability to navigate complex enterprise sales cycles, manage multiple stakeholders, and contribute strategically to large account opportunities.
Exceptional communication, presentation, and consultative selling skills, with executive presence to engage senior investment professionals and C-level stakeholders.
Strong understanding of enterprise SaaS environments, including data security, privacy, and technical considerations for deploying solutions at large financial institutions.
Ability to work cross-functionally with Sales, Product, Engineering, and Customer Success teams to drive successful client outcomes.
Self-starter with strong business acumen and intellectual curiosity, able to thrive in a fast-paced, evolving product environment.

Nice To Haves

Experience in enterprise SaaS, fintech, financial data, or AI-driven technology solutions.

Responsibilities

Partner with the Strategic Sales team to develop account strategies, identify opportunities across large financial institutions, and drive complex, high-value enterprise sales opportunities.
Lead discovery sessions with investment banking and private equity clients to understand workflows and pain points, then develop tailored solutions using Grata Intelligence’s AI and proprietary data capabilities.
Design and deliver customized product demonstrations, proof-of-concepts, and interactive workshops tailored to client use cases.
Develop expertise in AI-powered investment workflows and configure solutions demonstrating how AI and proprietary data can enhance research, deal sourcing, diligence, and other M&A processes.
Partner with Strategic Account Executives throughout extended enterprise sales cycles, engaging multiple stakeholders, navigating technical and security evaluations, and helping build business cases for adoption.
Build credibility with senior investment professionals, technology leaders, and other decision-makers, communicating the technical capabilities and strategic value of Grata Intelligence.
Bridge clients, Sales, Product, and Engineering by translating strategic customer requirements into actionable product feedback and helping shape the platform’s evolution.
Stay current on generative AI, financial technology, proprietary data, and the M&A landscape to advise clients and internal stakeholders.