Director of Sales – Investment Banking, Advisory

Datasite

Director of Sales responsible for leading investment banking and advisory teams at Grata. Driving revenue targets and developing sales strategies with a focus on collaboration across departments.

Posted 5/19/2026full-timeNew York City • California, New York • 🇺🇸 United StatesLead💰 $250,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

6+ years of sales experience, including at least 2 years in a sales management role
Proven track record of managing AEs in a high-growth SaaS environment
Strong sales leadership skills with a focus on investment banking and M&A advisory
Ability to coach differently across strategic and mid-market sales motions
Experience building structured pipeline reviews and feedback frameworks
Comfortable with a hybrid work schedule (Monday, Tuesday, Thursday in office)

Benefits

Comp & perks

Transparency in compensation discussions
Commitment to equal opportunity for all applicants
Fostering a culture of belonging

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales managementpipeline managementrevenue forecastinglead generationcoachingfeedback frameworksterritory strategydeal velocityhigh-growth SaaS experienceinvestment banking

Soft Skills

leadershipteam developmentcommunicationstrategic thinkingadaptabilitycoachingfeedback deliveryrelationship buildingproblem-solvingcollaboration