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Head of Investment Banking Sales

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 leader (Director) for investment banking and advisory

Builds

Revenue and pipeline for Grata's data and workflow platform used by financial services deal teams

Domain

Financial services / Investment Banking / M&A Advisory

Deliverable

production ML models | product features | dashboards & analysis | client delivery | infrastructure

Required skills

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

Preferred skills

SaaS sales experience, selling data products or consumption-based models

Technologies

Data platforms, workflow automation 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 structured coaching and feedback to reps, cultivate senior executive relationships at target accounts

Seniority

Senior, hands-on IC with management responsibilities

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