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Director of Sales — Investment Banking & Advisory

2 Locations💼 Full-time💰 $250,000–$250,000🗓 2026-05-18 → 2026-07-31

Core

Lead a team of Account Executives and Business Development Representatives to drive revenue for Grata's investment banking and advisory segment, serving large institutions and mid-sized firms.

Role type

Senior sales leader (Director of Sales)

Builds

Revenue and pipeline for a SaaS platform serving financial services professionals

Domain

Financial services / Investment Banking / Advisory / SaaS

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

Sales team leadership, quota attainment management, channel partnership development, territory strategy definition, executive relationship cultivation, cross-functional collaboration, strategic enterprise sales, mid-market sales

Preferred skills

SaaS data product sales, consumption-based model sales

Technologies

SaaS platforms, data rooms, AI deal sourcing tools

Responsibilities

Lead and develop a team of AEs and BDRs across strategic and mid-market motions, own quarterly and annual revenue targets, build channel partnerships with Datasite advisory team, define territory strategy for bulge bracket and boutique firms, provide structured coaching and feedback to reps, cultivate senior executive relationships, collaborate with Revenue Operations and Product teams

Seniority

Senior, hands-on IC with management responsibilities

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