CareerPlanSign in

Sales Executive - Investment Banking

GBR - London💼 Full-time🗓 2026-09-17 → 2026-09-27

Core

Sales Executive responsible for driving revenue and managing the full 360 sales cycle for Datasite's SaaS technology and data room solutions used in M&A and high-value transactions.

Role type

Senior IC Sales Executive (SaaS/Financial Services)

Builds

Datasite's data room and SaaS technology platform for M&A and high-value transactions

Domain

Financial Services / Mergers & Acquisitions / SaaS

Deliverable

product features

Required skills

SaaS sales experience, Financial Services sales experience, relationship management, market research, business development, closing deals, account management, territory planning, Salesforce CRM proficiency, presentation skills, data analysis

Preferred skills

Technology sales background, track record of exceeding sales targets, ability to build deep client relationships

Technologies

Salesforce, Datasite suite of services

Responsibilities

Conduct market research and business development; manage full 360 sales cycle from lead generation to closing; maintain and grow existing client accounts; create and maintain territory and account plans; record call activity and customer profiles in Salesforce; participate in client events and on-boarding training; collaborate with management to maximize revenue.

Seniority

Individual Contributor, mid-to-senior level

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.