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Sales Director

USA - CA - San Francisco💼 Full-time💰 $250,000–$250,000🗓 2026-06-09 → 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 Director (Investment Banking & Advisory)

Builds

Revenue and pipeline for a data room and AI deal sourcing platform serving financial services.

Domain

Financial Services / Investment Banking / M&A Advisory

Deliverable

Production sales results and team leadership

Required skills

Team leadership, quota attainment, pipeline management, channel partnership development, territory strategy, executive relationship building, SaaS sales, data-driven decision making

Preferred skills

Selling data products, consumption-based models

Technologies

Data room platforms, 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 across bulge bracket and boutique firms; Provide coaching and feedback to sales reps; Cultivate senior executive relationships; Collaborate with cross-functional teams.

Seniority

Senior, hands-on IC with management responsibilities

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