Datasite

Sales Operations Manager

• Partner with Sales leadership to improve and scale processes across pipeline management, forecasting, territory planning, and opportunity management.
• Maintain and optimize Salesforce data quality, workflows, and reporting to ensure accurate visibility into sales performance.
• Build and deliver reporting and dashboards that provide actionable insights into pipeline health, sales activity, conversion rates, and forecast attainment.
• Support core sales operations processes including territory management, lead routing, account assignment, and sales performance tracking.
• Identify operational inefficiencies and implement scalable solutions that improve productivity, data integrity, and decision-making across the Sales organization.

Sales Operations Specialist

Accountant

• Perform Bank Statement reconciliations in Workday and coordinate with appropriate team members to resolve un-reconciled transactions
• Research and post applicable ad-hoc journal entries for unique or complex bank transactions (intercompany transfers, purchase accounting payments, expense allocations, etc.).
• Research balances in Datasite’s various Cash Clearing accounts and post manual journal entries as needed
• Preparation of cash-related account reconciliations and supporting schedules as part of the Datasite monthly close process
• Prepare monthly account analysis including explanations of significant account variances
• Support external audits through preparation of schedules and documentation

Senior Corporate Accountant

Full-stack Engineer

• Lead projects and drive technical decisions for scalable platform systems with an AI-first mindset
• Balance business context, customer impact, and long-term platform health
• Enable intelligent, API-driven experiences and partner integrations
• Help ensure new partnerships are delivered with operational rigor and creative problem solving
• Drive architectural improvements that scale AI workloads and improve reliability across APIs and platform services
• Evaluate trade-offs across speed, cost, accuracy, and scalability in AI-enabled and partner-driven solutions
• Mentor engineers through coaching and feedback, promote continuous learning and experimentation.

Senior Software Developer – API & Partner Integrations

Sales

• Lead, develop, and retain a team of AEs and BDRs
• Own quarterly and annual revenue targets
• Build and nurture channel partnership motion
• Define and evolve territory strategy
• Collaborate with various departments

Sales Director

Financial Planning and Analysis

• Lead, develop, and retain a team of AEs and BDRs
• Own quarterly and annual revenue targets
• Build and nurture a channel partnership motion
• Define and evolve territory strategy
• Provide regular, structured coaching and feedback

Head of Investment Banking Sales

Application Engineer

• Investigate and resolve complex technical issues escalated from customer success teams.
• Analyze platform logs and, when necessary, review associated code to diagnose problems.
• Troubleshoot advanced technical challenges to ensure timely and effective solutions.
• Document issues and resolutions, contributing to the knowledge base for continuous improvement.
• Work directly with Engineering to identify, report, and resolve product bugs and enhancements.
• Collaborate with Product teams to enhance the knowledge base and inform the product roadmap based on support insights.

Application Support Engineer

Data Engineer

• Own the full lifecycle of partner data as it moves through our systems
• Balance partner trust, engineering velocity, and long-term data platform health while enabling intelligent, contract-driven data exchange
• Guide data architecture decisions that incorporate AI-augmented capabilities into workflows for partner integrations
• Partner with Product, Engineering, and partner teams to develop flexible data roadmaps
• Drive pipeline improvements that scale across diverse partner data formats
• Maintain adaptable data contracts and schema strategies
• Identify and drive cross-platform improvements that enhance partner and developer experiences
• Collaborate across Engineering, Product, and partner teams to deliver AI-first, integration-ready data solutions
• Own ambiguous data challenges and drive them to resolution
• Mentor engineers and analytics contributors through coaching and feedback
• Ensure new partnerships are delivered with care, reliability, and ingenuity.

Data Operations Engineer

Client Services Representative

• Elevate service standards in every interaction - walk into any conversation with the knowledge and context to support our customers.
• Proactively address technical inquiries and challenges, serving as a trusted advisor on Ansarada’s suite of products.
• Onboard and educate new users through personalised guidance and training on the Ansarada platform.
• Identify opportunities for customer expansion and upsell — with AI surfacing the right signals at the right time.

• managing core accounting functions
• preparing accurate financial statements
• supporting month-end and year-end close processes
• ensuring compliance with GAAP and internal controls
• providing timely financial reporting, account analysis, reconciliations, and process improvements
• preparing and reviewing journal entries, account reconciliations, and supporting schedules
• working with Accounting Manager to prepare financial statements and internal management reports
• reviewing accounts payable, accounts receivable, payroll, accruals, prepaid expenses, fixed assets, and intercompany transactions as needed
• leading or supporting month-end, quarter-end, and year-end close activities
• analyzing balance sheet and income statement accounts for accuracy and completeness
• maintaining the general ledger and ensuring transactions are recorded in accordance with GAAP
• supporting external audits by preparing schedules, responding to auditor requests, and maintaining documentation
• ensuring compliance with company accounting policies, internal controls, and regulatory requirements
• identifying opportunities to improve accounting processes, reporting accuracy, and close efficiency

• Lead, develop, and retain a team of AEs and BDRs in investment banking and advisory segment
• Own quarterly and annual revenue targets managing pipeline health and deal velocity
• Build partnerships with Datasite's advisory team to generate leads
• Define territory strategy for bulge bracket and boutique advisory firms
• Provide coaching and feedback to team members

Director of Sales – Investment Banking, Advisory

SEO Marketing

• Develop and execute a global strategy spanning traditional SEO and Answer Engine Optimization (AEO), with the explicit goal of making Datasite both rank in search engines and citable in AI assistants (ChatGPT, Claude, Gemini, Copilot, Perplexity).
• Identify high-value niche queries for M&A professionals that may surface in both search and conversational AI interactions.
• Lead an Authority & Entity Building program through digital PR, strategic partnerships, link building, and unlinked brand mentions to establish domain authority and solidify Datasite’s semantic association with M&A technology in LLM training sets.
• Manage backlink profile health, including disavowal of toxic links and competitive link gap analysis.
• Work with our content team to create and optimize content (web copy, articles, resources, FAQs) that aligns with structured knowledge formats favored by LLMs, such as Q&A formatting, schema markup, and authoritative source content.
• Partner with the Web Development Manager to deploy structured data markup, ensure site crawlers and LLM scrapers can access content effectively, and implement long-term AI readiness improvements (embedding strategy, no-login/public access guidelines where appropriate).
• Conduct SEO and entity-based keyword research, mapping key topics, entities, and semantic signal opportunities across both search engines and LLM models.
• Lead a localization strategy across priority markets, ensuring localization practices (translations, hreflang, regional content, localized AI prompts) support regional organic growth and LLM relevancy.
• Track and report on organic search performance, including demand, rankings, CTR, traffic, and LLM visibility metrics (e.g., referenced queries, query fan outs, position in AI response testing).

SEO/GEO Marketing Manager

Content Marketing Manager

• Support the development and execution of content plans aligned to Americas regional marketing priorities and broader global initiatives.
• Translate market insights and campaign objectives into clear, compelling narratives that support awareness, engagement, and demand programs.
• Produce and refine high-quality content including blogs, web copy, email campaigns, social content, executive talking points, partner-ready materials, and light thought-leadership pieces.
• Partner with Datasite’s AI-enabled marketing tools and platforms (including Claude and Anthropic Cowork) to support research, ideation, briefing, and content scalability.
• Apply SEO best practices to improve content visibility and discoverability.
• Partner closely with Regional Marketing, Product Marketing, Demand Generation, and Sales to align content with campaign goals and product positioning.

Manager

• Delivery Managers will be responsible for planning and managing the overall delivery roadmap for multiple initiatives.
• This position is also responsible bringing thought-leadership, organization, and clarity to the overall IT portfolio of initiatives.
• Examples include ensuring cross-functional collaboration, ensuring key stakeholders are engaging as needed, unblocking projects and ensuring project deliverables are high quality.
• Establishing the MVP mindset and approach.
• Checking that backlogs are being prioritized using value-focused OKRs as criteria.
• Delivery management is critical for the success of Datasite as it is the cornerstone and pillar for transformation.
• The overall role is to ensure features and functionality are being delivered while maximizing efficiencies by removing blockers / issues and mitigating risks.
• Team Operations – Builds and maintains motivated teams, making sure there is iterative plan to work towards, supporting the day-to-day agile ceremonies of teams (sprint planning, reviews, growing, retrospectives etc.), team administration, performance, and OKR management.
• Leads team and serves as the liaison between Project Owners and IT Governance.
• Removing Obstacles and Impediments that hinder or limit team efficiency.
• Reporting – tracking key project and delivery metrics, understanding and reporting on current state and progress of work, what is done and not, etc.
• Clear reporting and communication is key for this role, not only to the Leadership Team but also to project teams, IT team members, and business leads.
• Agile Work and Coaching –Reinforce proven tools, techniques, practices, coaching teams through discovery and delivery stages.
• Maintain, enforce, and help evolve agile delivery standards and best practices.
• Mentor and train IT team members in agile delivery.
• Project Execution Discipline – follow-up on day-to-day tasks/activities to exceed expectations.
• Focusing the team on what is most important to the delivery of projects and core IT services.
• Org Readiness – ensures that all Datasite internal stakeholders are fully prepared to support the features/functionality that we introduce to our clients.

Senior Delivery Manager

• Hire, coach and develop the best Relationship Managers in the industry.
• Your team’s success and achievements of targets is your top priority.
• Lead a team of 3-5 relationship managers, each with their own book of business, to achieve commercial success of >100% NRR.
• Own your team’s metrics, and drive the plan to exceed them, specifically renewal success, upsells, product adoption, license utilization, risk mitigation and value delivery.
• Impact team member performance, growth, collaboration, and development through coaching and mentorship.
• Partner with other RM leaders to build and refine processes, systems, and resources to make the teams and our customers successful.
• Adopt a data-driven approach to communicate effectively and transparently with leadership on business issues and potential solutions.
• Be guided by our customers’ experience as well as the company’s broader goals in day-to-day tasks, interactions, and projects.
• Work closely with internal teams (Support, Sales, Product, etc.) to align priorities, collaborate on customer needs/opportunities, and deliver increasing value over time.
• Proactively invest time and effort towards staying up to date with relevant knowledge and know-how geared towards making each of their team members better through feedback and process optimization.

Manager, Relationship Management

• Support Datasite Sales Directors in growing business within Investment Banks and Private Equity
• Participate in onboarding training and continuous learning opportunities
• Build rapport with internal and external customers

Sales Operations Specialist

Senior Corporate Accountant

Senior Software Developer – API & Partner Integrations

Sales Director

Head of Investment Banking Sales

Application Support Engineer

Data Operations Engineer

Client Services Representative

Senior Corporate Accountant

Director of Sales – Investment Banking, Advisory

SEO/GEO Marketing Manager

Content Marketing Manager

Senior Delivery Manager

Manager, Relationship Management

Sales Associate