Director of Sales — Investment Banking & Advisory 

Director of Sales — Investment Banking & Advisory Grata  

Overview 

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. As a key member of the sales leadership team reporting directly to the VP of Americas Sales, you will contribute to overall sales strategy and help shape the direction of the business. 

Your Responsibilities 

• Lead, develop, and retain a team of AEs and BDRs operating across strategic and mid-market motions within the investment banking and advisory segment 

• 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 micromanagement 

• 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 

About Grata.

We are a fast-growing team headquartered in New York City. We believe in transparency, directness, and building a culture where high performers thrive and the work is genuinely meaningful. 

When we find the right person, we strive to put our best foot forward with an offer we hope you find compelling. Actual compensation packages at the time of offers are based on a wide array of factors unique to each candidate, including, but not limited to: what you’d like to be paid, the skills/experience you bring and any role-dependent factors such as software expertise, what similar jobs pay in the NYC area, and our commitment to equal pay for equal work among those you’ll be working with. The total compensation range for this role is targeted at $250,000 to $300,000. Transparency is a core value at Grata, and we welcome direct conversations with each candidate about compensation in all of our initial calls. 

Grata is committed to building an inclusive, equitable, and diverse organization. We embrace equal opportunity for all applicants and seek to foster a culture of belonging for our employees. We recognize and appreciate that the more inclusive we are, the better we will function as a team. Grata welcomes qualified applicants of any race, color, ancestry, religion, sex, national origin, gender identity, gender expression, age, marital or family status, disability, military veteran status, and any other status or background.

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