Sales Associate, Investment Banking
Core
Support Sales Directors in growing territory revenue and exceeding revenue budget for Datasite's services within Investment Banks.
Role type
Junior Sales Executive (Investment Banking)
Builds
Datasite suite of services (data rooms, AI deal sourcing) for Investment Banks
Domain
Financial Services / Investment Banking
Required skills
sales execution, relationship building, account retention, Salesforce CRM management, event co-hosting, cross-functional partnership
Preferred skills
resilience, curiosity, action-oriented mindset, time management, presentation skills
Technologies
Salesforce.com
Responsibilities
Serve as primary support for Sales Directors, participate in onboarding and training, establish relationships with support organizations, co-host client events, maintain accurate call activity records, learn company policies and best practices
Seniority
Entry-level / Junior, mentored IC