Sales Director

Director of Sales — Investment Banking & Advisory

Grata is looking for a proven sales leader to own our investment banking and advisory segment. You will lead a team of AEs and BDRs across both a strategic motion covering large, complex institutions and a mid-market motion serving mid-sized banks and boutique advisory firms — two buying patterns that require different approaches and a leader who can run both with clarity.

• Own quarterly and annual revenue targets — managing pipeline health, forecast accuracy, and deal velocity across both motions
• Build and nurture a channel partnership motion with Datasite's advisory team, turning their global client relationships into a warm lead channel for your AEs
• Define and evolve territory strategy across bulge bracket, middle market, and boutique advisory firms as Grata's ICP expands
• Provide regular, structured coaching and feedback — identifying the specific blockers holding each rep back and building accountability without micromanaging
• Cultivate senior executive relationships across target accounts to serve as a voice of customer for the segment
• Collaborate with Revenue Operations, Marketing, Customer Success, and Product to bring segment-specific insight into company decisions

About You

• You have successfully managed a team of AEs to consistent quota attainment in a high-growth SaaS environment
• You have sold into investment banking, M&A advisory, or closely related financial services — you understand how deal teams are structured, how coverage bankers think about sourcing, and what makes a data or workflow platform indispensable to them
• You use data to drive clarity and communicate with conviction — with your team, with cross-functional partners, and with executive leadership
• You build process that scales and creates accountability without bureaucracy: structured pipeline reviews, clear deal coaching frameworks, and a feedback cadence that actually moves the needle
• You have run or managed both a strategic enterprise motion and a higher-velocity mid-market motion — and you understand how to coach differently across those two contexts
• SaaS sales experience required; experience selling data products or a consumption-based model is a strong plus

Based in New York City

Comfortable with our hybrid schedule (Monday, Tuesday, and Thursday in-office)

6+ years of sales experience, including at least 2 years in a sales management role

Salary Range

OTE is budgeted for - $300,000-320,000

The total compensation range for this role is targeted at $250,000 to $300,000.

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic.