Datasite Sales Executive / Account Executive (Advisory Sales - San Francisco)

Booster; San Francisco (CA); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Datasite is hiring a Sales Executive in San Francisco to hunt opportunities with investment banks and advisory firms. You will lead discovery, present Datasite technologies, and collaborate with cross-functional teams to close deals. The role requires strong relationship skills, C-level engagement, and the ability to negotiate complex pricing.

Hybrid work with on-site days is expected. The position emphasizes consultative selling, learning new products, and maintaining accurate CRM records while

Qualifications

• 4-year degree preferred.
• 2+ years of sales experience or investment banking experience.
• Excellent presentation and client communication skills.
• Experience in solutions selling and/or technology selling.

Responsibilities

• Identify potential buyers within targeted areas and pursue top opportunities.
• Lead discovery to map client issues to Datasite solutions.
• Present technology product solutions to executives.
• Partner with sales and technical teams in a collaborative, team-selling environment.
• Prepare and present complex proposals; negotiate contracts per pricing strategy.
• Maintain Salesforce records and report leads and profiles accurately.

Skills

Prospecting

Discovery process

Presentation skills

Solutions selling

Relationship building

C-level engagement

Consultative selling

Contract negotiation

Team collaboration

Learning agility

Education

Bachelor's degree

4-year degree preferred

Tools

Salesforce

Job description

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing

and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Job Description:

The Datasite Sales Executive will focus on hunting top opportunities within investment banks and advisory firms based in San Francisco. This is an exciting opportunity for an accomplished seller to join our growing Datasite Team and become part of a world class team selling world class technologies.

Essential Duties and Responsibilities

• Identifies potential buyers within targeted areas
• Undertakes client "discovery" process to identify client business issues and sell the appropriate set of solutions to address the client’s needs.
• Ability to present technology product solutions.
• Partners with other sales executives and technical sales consultants in a team selling environment.
• Prepares and presents complex proposals to existing and potential clients.
• Negotiates and executes contracts with clients consistent with our global pricing strategy.
• Work closely with sales management to develop an individual sales plan.
• Monitors progress against Datasite strategies and goals.
• Provides client support and service by leveraging internal resources to satisfy client needs.
• Drives sales and maintains relationships with assigned clients.
• Maintain accurate records of all call activity in salesforce.com and report call information, sales leads, and customer profiles correctly and accurately in a timely manner
• Learn all Datasite policies, procedures and best practices

Requirements

Minimum Education

• 4-year degree preferred

Minimum Experience

• 2+ years of sales experience or experience in investment banking.
• Excellent presentation and client communication skills.
• Experience in solutions selling and/or technology selling
• Ongoing ability to learn new products and services.
• Excellent interpersonal and relationship-building skills.
• Ability to call on C-level executives.
• Clear understanding of and experience with consultative sales process.
• Ability to adjust approach in order to fit different buyer motivators.
• Aptitude to take personal responsibility for customer satisfaction.
• Ability to negotiate and manage client expectations.
• Ability to negotiate complex pricing agreements and contract terms.
• Demonstrated service orientation with a desire to exceed customer expectations.
• Demonstrated problem solving and decision-making skills.
• Proactive planner and forward thinker.
• Demonstrated perseverance with clients and with process implementation.
• Ability to achieve results in partnership with others.
• Self-motivation to achieve desired results.
• Demonstrate the desire to become the best at everything they do.

Essential Behavioral Requirements:

All Datasite employees are expected to conduct themselves using the Datasite pillars of trust, teamwork and accountability and to behave in a manner which promotes company values, principles, policy, and culture.

Work Location & Flexibility

This position is based in our San Francisco office and follows a hybrid work model. Employees in these locations are expected to work on-site a minimum of two days per week. Please note that specific business units or role requirements may necessitate additional in-office days based on team collaboration needs or operational priorities.

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. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.