Sales Engineer, Sr

Grata; New York (NY); On-site; USD 119,000 - 207,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Datasite is seeking a Senior Sales Engineer for Grata Intelligence within Strategic Accounts in New York. You will partner with Strategic Account Executives to shape strategies, uncover needs, and demonstrate how Grata Intelligence accelerates investment workflows with AI and proprietary data.

Ideal candidates bring deep M&A knowledge, enterprise SaaS experience, and strong executive-level communication to drive complex deals and cross-functional collaboration.

Qualifications

• 5+ years of experience in sales engineering, solutions consulting, or technical pre-sales roles in enterprise SaaS/fintech/AI solutions.
• Deep understanding of the M&A ecosystem with experience at investment banks and private equity.
• Strong knowledge of generative AI, AI-powered workflows, and data intelligence platforms.
• Proven ability to navigate complex enterprise sales cycles and manage multiple stakeholders.
• Exceptional communication and consultative selling skills with executive presence.
• Experience with enterprise SaaS environments, including data security and privacy considerations.

Responsibilities

• Serve as a key partner to the Strategic Sales team, helping develop account strategies and drive high-value opportunities.
• Lead in-depth discovery sessions to understand client workflows and pain points, and design tailored solutions.
• Design and deliver product demonstrations, POCs, and workshops aligned to client use cases.
• Develop AI workflow expertise and tailor solutions for research, deal sourcing, and diligence.
• Collaborate with executives to communicate technical value and strategic impact.
• Translate client requirements into actionable feedback for product and engineering teams.
• Bridge clients with Sales, Product, and Engineering for successful outcomes.
• Stay current on AI, fintech, and M&A trends to advise clients and internal teams.

Job description

About us

Datasite is the essential infrastructure for M&A. Also comprising Grata, Blueflame AI, and Sherpany, we help dealbreakers find opportunities, manage transactions, and make key decisions.

Whatever your talents, you can find a place for them here. Get involved in some of the biggest business ventures today. Work with other gifted people around the world. Follow your ambitions, or discover a whole new path.

Can you help us simplify the complex, create great experiences, and deliver better outcomes? Then let's talk.

Job Description:

Senior Sales Engineer – Grata Intelligence (Strategic Accounts)

The Senior Sales Engineer plays a critical role in driving the adoption of Grata Intelligence, a next-generation AI and data intelligence platform serving the M&A ecosystem. This role will be dedicated to supporting our Strategic Sales team, focused on a select group of our largest and most sophisticated investment banking and private equity accounts, while reporting into Sales Engineering leadership.
As a trusted technical and strategic advisor, this individual will partner closely with Strategic Account Executives to develop account strategies, uncover complex client needs, and demonstrate how Grata Intelligence's combination of proprietary data and advanced AI capabilities can transform investment workflows. The ideal candidate brings deep knowledge of the M&A ecosystem, strong technical aptitude, and the ability to navigate complex enterprise sales cycles while engaging credibly with senior stakeholders at leading financial institutions.

Key Responsibilities:

• Strategic Account Partnership: Serve as a key partner to the Strategic Sales team, helping develop account strategies, identify opportunities across large financial institutions, and drive complex, high-value enterprise sales opportunities.
• Solution Discovery & Design: Lead in-depth discovery sessions with investment banking and private equity clients to understand existing workflows, identify pain points, and develop tailored solutions leveraging Grata Intelligence's AI and proprietary data capabilities.
• Technical Demonstrations & Workshops: Design and deliver compelling, customized product demonstrations, proof-of-concepts, and interactive workshops that connect platform capabilities to sophisticated client use cases.
• AI Workflow Expertise: Develop a deep understanding of AI-powered investment workflows and configure tailored solutions that demonstrate how AI and proprietary data can enhance research, deal sourcing, diligence, and other M&A processes.
• Complex Sales Execution: Partner with Strategic Account Executives throughout extended enterprise sales cycles, engaging multiple stakeholders, navigating technical and security evaluations, and helping build compelling business cases for adoption.
• Executive Engagement: Establish credibility with senior investment professionals, technology leaders, and other key decision-makers, effectively communicating both the technical capabilities and strategic value of Grata Intelligence.
• Cross-Functional Collaboration: Act as a bridge between clients, Sales, Product, and Engineering teams, translating strategic customer requirements into actionable product feedback and helping shape the evolution of a rapidly developing platform.
• Product & Market Expertise: Stay current on developments in generative AI, financial technology, proprietary data, and the M&A landscape to serve as a trusted advisor to both clients and internal stakeholders.

Qualifications:

• 5+ years of experience in sales engineering, solutions consulting, or technical pre-sales roles, preferably within enterprise SaaS, fintech, financial data, or AI-driven technology solutions.
• Deep understanding of the M&A ecosystem, with demonstrated experience working with investment banks, private equity firms, and sophisticated financial services organizations.
• Strong understanding of generative AI, AI-powered workflows, and data intelligence platforms, with the ability to configure and demonstrate sophisticated solutions tailored to client needs.
• Proven ability to navigate complex enterprise sales cycles, manage multiple stakeholders, and contribute strategically to large account opportunities.
• Exceptional communication, presentation, and consultative selling skills, with the executive presence to engage senior investment professionals and C-level stakeholders.
• Strong understanding of enterprise SaaS environments, including data security, privacy, and the technical considerations involved in deploying solutions at large financial institutions.
• Demonstrated ability to work cross-functionally with Sales, Product, Engineering, and Customer Success teams to drive successful client outcomes.
• Highly motivated self-starter with strong business acumen, intellectual curiosity, and the ability to thrive in a fast-paced, evolving product environment.

The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of 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. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.

$118,800.00 - $207,200.00

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.