Sales Associate, Investment Banking

Perot Jain; New York (NY); On-site; USD 93,000 - 139,000; Full time

Job summary

Datasite in New York City is seeking a Sales Executive to support our Directors in expanding revenue within Investment Banks. You will participate in a structured onboarding program and be mentored by sales leadership while building relationships with target buyers.

You will learn the Datasite suite of services, contribute to revenue growth, and collaborate with cross-functional teams to drive client success. This role offers a clear development path toward a future sales leadership position.

Qualifications

• Bachelor's degree required.
• 1–2+ years in a sales-related role.
• Biased towards action and results driven.
• Excellent time management and ability to prioritize.
• Strong verbal and written communication and professional appearance.

Responsibilities

• Serve as primary support for Sales Directors to grow territory revenue and exceed budgets.
• Participate in onboarding and continuous learning opportunities.
• Gain hands-on experience with the Datasite suite of services.
• Establish relationships across support organizations.
• Co-host client events and participate in the selling process.

Skills

Communication

Time management

Presentation

Relationship building

Education

Bachelor's degree

Tools

Salesforce

Job description

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.

Our Mission

Are you Curious by nature and have a thirst for learning? Are you Resilient when it comes to facing a challenge and putting all of your skills to work in order to achieve success? Do you thrive in a Team-oriented culture? Do you want to Develop the skills necessary for a potential career in sales? Do you enjoy building Trust and relationships with target buyers? These are just a few of the characteristics that make a successful Sales Executive at Datasite.

The Sales Executive will support Datasite Sales Directors in growing our business within Investment Banks in NYC!

Candidates will go through a structured learning and onboarding program, alongside growing their business experience with the team in the field. The Sales Executive will be mentored by both sales management and the sales team.

Essential Duties and Responsibilities

• Serve as the primary support for the Sales Directors in growing territory revenue and exceeding revenue budget.
• Participate in onboarding training and continuous learning opportunities.
• Gain hands‑on experience with the Datasite suite of services.
• Establish relationships across support organizations.
• Participate and co-host client events.
• Understand all aspects of the selling process.
• Demonstrated teamwork and ability to partner with the sales team/organization and related cross functional partners.
• Responsible for retention and selling to a set of small accounts, which will grow over time.
• Build rapport and relationships with internal and external customers through prompt, courteous, efficient, and professional service.
• 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.

Minimum Education

• Bachelors degree required

Minimum Experience

• <1-2+ plus years in a sales-related role
• Biased towards action- results driven.
• Excellent time management skills, ability to prioritize.
• Solid decision-making, presentation, and organization skills.
• Solid communication skills (verbal and written) and professional appearance.
• Ability and drive to manage multiple priorities and achieve results.
• Desire to be a future sales executive.

Why Datasite

• It all starts with you: At Datasite, everyone is invested in your success from day one. With a robust onboarding and training program specific to the Sr. Sales Associate role, you can hit the ground running with confidence.
• Grow your future: You have the ability to design and drive your career at Datasite, where international mobility is supported through our global footprint.
• Make an impact: Datasite’s presence is not just in the office. You can make a difference where you work, live, and play through company-sponsored volunteer hours and by participating in various diversity affinity groups.
• Be free to be you: Datasite provides a variety of benefits to support your work‑life blend and offers wellness resources to help you bring your best, authentic self to work.

Pay Transparency

The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. Datasite reserves the right to modify this pay range at any time.

Min to Max Salary Range - Annual Rate OTE - 92,800 - $139,200

(the budgeted OTE will be $100K OTE)

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.