Datasite Sales Director, Advisory Sales - San Francisco

Posted 7 Days Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
Junior
Software
We empower dealmakers around the world with the tools they need to succeed across the entire M&A journey.
The Role
Hunt and develop sales opportunities among investment banks and advisory firms in San Francisco. Conduct discovery, present technology solutions, prepare proposals, negotiate contracts, manage client relationships, and achieve sales goals. The role uses consultative and solutions selling, partners with technical sales consultants, maintains Salesforce activity records, and supports customer satisfaction while working in a hybrid office model.
Summary Generated by Built In

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.

 

Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

 

Get started now, we look forward to meeting you.

Job Description:

The Datasite Sales Director 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.

Skills Required

  • Four-year degree
  • At least 2 years of sales experience or investment banking experience
  • Excellent presentation and client communication skills
  • Experience with solutions selling or technology selling
  • Ability to learn new products and services
  • Excellent interpersonal and relationship-building skills
  • Ability to engage C-level executives
  • Experience with consultative sales processes
  • Ability to adapt sales approaches to different buyer motivations
  • Ability to negotiate and manage client expectations
  • Ability to negotiate complex pricing agreements and contract terms
  • Problem-solving and decision-making skills
  • Proactive planning and forward-thinking ability
  • Perseverance with clients and process implementation
  • Ability to achieve results collaboratively
  • Self-motivation to achieve results

DataSite Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about DataSite and has not been reviewed or approved by DataSite.

  • Healthcare Strength Health coverage is described as comprehensive, including medical, dental, vision, mental‑health resources, and an employee assistance program. Feedback suggests these offerings align with mainstream expectations for mid‑size SaaS employers.
  • Retirement Support A 401(k) with employer match is consistently referenced, with some mentions of immediate vesting. Feedback suggests the retirement program is competitive relative to common market practices.
  • Leave & Time Off Breadth Paid time off is characterized as meaningful, including paid holidays, sick time, and generous PTO ranges, with certain business units citing unlimited PTO and notable parental leave. Feedback suggests time off is a valued and frequently cited strength.

DataSite Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Minneapolis, MN
821 Employees
Year Founded: 1968

What We Do

Datasite the maker of Datasite Diligence virtual data room platform, helping dealmakers around the world close more deals faster.

Similar Jobs

Hex Logo Hex

Operations Manager

Artificial Intelligence • Big Data • Software • Analytics • Business Intelligence • Big Data Analytics
Hybrid
2 Locations
160 Employees
120K-150K Annually

PwC Logo PwC

Front Office Strategy Consulting - Pharma Life Sciences Customer Analytics - Senior Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
9 Locations
370000 Employees
77K-202K Annually

PwC Logo PwC

Specialized Tax Services - Research & Development Tax - Senior Manager

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
29 Locations
370000 Employees
124K-335K Annually

PwC Logo PwC

Procurement Senior Manager - Data

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
68 Locations
370000 Employees
91K-322K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account