Director of Sales — Investment Banking & Advisory

Datasite
New York, San Francisco
Workplace: HybridFull timeUSD 250,000 - 300,000 annuallyFunction: Consulting & AdvisorySkills: ["Coaching","Feedback","Data-driven decision making","Relationship building","Cross-functional collaboration"]

Lead Grata’s investment banking and advisory sales segment by directing a team of AEs and BDRs across strategic and mid-market motions. Own quarterly and annual revenue targets, manage pipeline health and forecasting accuracy, and build a channel partnership motion with Datasite’s advisory team. Define territory strategy across bulge bracket, middle market, and boutique firms, coach reps with structured feedback, and collaborate cross-functionally to shape segment direction.

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Datasite
Datasite
1 month ago

Director of Sales — Investment Banking & Advisory

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Last checked: 14 days agoStatus: Live

Job Summary

Lead Grata’s investment banking and advisory sales segment by directing a team of AEs and BDRs across strategic and mid-market motions. Own quarterly and annual revenue targets, manage pipeline health and forecasting accuracy, and build a channel partnership motion with Datasite’s advisory team. Define territory strategy across bulge bracket, middle market, and boutique firms, coach reps with structured feedback, and collaborate cross-functionally to shape segment direction.
Location: New York, San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Director level

Key Responsibilities

  • •Lead, develop, and retain a team of AEs and BDRs 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 to generate warm leads for AEs.
  • •Define and evolve territory strategy across bulge bracket, middle market, and boutique advisory firms as ICP expands.
  • •Provide regular, structured coaching and feedback to identify rep blockers and build accountability without micromanagement.

Pay and Benefits

Salary: USD 250,000 - 300,000 annually

Key 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 deal team structures and sourcing.
  • •Use data to drive clarity and communicate with conviction with your team, cross-functional partners, and executive leadership.
  • •Build scalable processes that create accountability through structured pipeline reviews, deal coaching frameworks, and a feedback cadence.
  • •Run or manage both strategic enterprise and higher-velocity mid-market sales motions and coach differently across contexts.
Experience:SaaSInvestment bankingM&A advisoryFinancial services
Skills:CoachingFeedbackData-driven decision makingRelationship buildingCross-functional collaboration

Company Brief

Datasite
Provides board reporting and meeting-management SaaS that streamlines preparation, collaboration and follow-up for executive and board meetings, delivering secure workflows and AI-powered insights to improve decision-making for large organisations.
Industry: Enterprise Software
Company Size: Medium (51 to 250 employees)
Growth: Established Company
Funding: Series B
Headquarters: Zurich, Switzerland
Founded: 2011
Glassdoor
Glassdoor: 4.4
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