Senior Account Executive - Grata

Datasite
New York
Workplace: HybridFull timeUSD 134,000 - 200,000 annuallyFunction: SalesExperience: 5+ yearsSkills: ["Communication","Cross-functional collaboration","Mentoring","Pipeline management","Coachable"]

Own the full sales cycle for Grata’s private markets dealmaking platform, from sourcing through close, using high-velocity outreach and managing a healthy pipeline. Partner with executive-level stakeholders in financial services (PE/growth, investment banking, consultants, and corporate development) to drive deal creation. Collaborate across marketing, product, and customer success to refine go-to-market strategy, and mentor junior sales team members. Utilize Salesforce, Outreach, and Gong to run your business.

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Datasite
Datasite
1 day ago

Senior Account Executive - Grata

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Last checked: 9 hours agoStatus: Live

Job Summary

Own the full sales cycle for Grata’s private markets dealmaking platform, from sourcing through close, using high-velocity outreach and managing a healthy pipeline. Partner with executive-level stakeholders in financial services (PE/growth, investment banking, consultants, and corporate development) to drive deal creation. Collaborate across marketing, product, and customer success to refine go-to-market strategy, and mentor junior sales team members. Utilize Salesforce, Outreach, and Gong to run your business.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Own the full sales cycle from sourcing to close with autonomy over day-to-day pipeline management
  • •Serve as a strategic partner to executive-level stakeholders in the financial services space
  • •Run a high-velocity sales motion with short sales cycles to hit and exceed targets
  • •Collaborate with marketing, product, and customer success to drive feedback and refine GTM strategy
  • •Mentor junior sales team members by sharing best practices to elevate team performance

Pay and Benefits

Salary: USD 134,000 - 200,000 annually
Perks:Health InsuranceDentalVisionPaid LeaveParental Leave401kCommuter BenefitsDog-friendly Office

Key Requirements

  • •5+ years of B2B SaaS sales experience in a high-growth environment
  • •Experience selling into Private Equity, M&A, or Investment Banking
  • •Proven success closing deals and independently managing pipeline, including self-sourcing
  • •Strong understanding of short-cycle, high-velocity sales and the ability to navigate longer complex cycles
  • •Excellent communication and cross-functional collaboration, with a coaching/mentoring mindset
Experience:5+ yearsB2B SaaSPrivate equityM&AInvestment bankingHigh-growth
Skills:CommunicationCross-functional collaborationMentoringPipeline managementCoachable
Tech Stack:SalesforceOutreachGongGrubhub

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
WebsiteLinkedInGlassdoor