Director of Sales – Investment Banking, Advisory

🕒 May 19

🏢🏡 New York City – Hybrid

💵 $250k - $300k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Datasite

Datasite

WebsiteLinkedIn

1001 - 5000 employees

💸 Finance

☁️ SaaS

🤖 Artificial Intelligence

Finance • SaaS • Artificial Intelligence

Datasite is a leading provider of secure software solutions for managing financial transactions, with a focus on mergers and acquisitions (M&A), restructuring, and capital raising. The company's platform offers innovative data room technology that supports due diligence, deal lifecycle management, and collaboration for buy-side and sell-side teams. Datasite leverages advanced tools, including AI/ML capabilities, to streamline transactions and enhance security and productivity. Its clients include investment banks, corporate development teams, private equity firms, and law firms, and it operates across various industries, ensuring compliance with international regulations.

📋 Description

• Lead, develop, and retain a team of AEs and BDRs in investment banking and advisory segment • Own quarterly and annual revenue targets managing pipeline health and deal velocity • Build partnerships with Datasite's advisory team to generate leads • Define territory strategy for bulge bracket and boutique advisory firms • Provide coaching and feedback to team members

🎯 Requirements

• 6+ years of sales experience, including at least 2 years in a sales management role • Proven track record of managing AEs in a high-growth SaaS environment • Strong sales leadership skills with a focus on investment banking and M&A advisory • Ability to coach differently across strategic and mid-market sales motions • Experience building structured pipeline reviews and feedback frameworks • Comfortable with a hybrid work schedule (Monday, Tuesday, Thursday in office)

🏖️ Benefits

• Transparency in compensation discussions • Commitment to equal opportunity for all applicants • Fostering a culture of belonging

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