DataSite

Deal Desk Specialist - Grata

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New York, New York City, NY, USA

In-Office

Software

We empower dealmakers around the world with the tools they need to succeed across the entire M&A journey.

The Role

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, Firmex, 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:

Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners.

We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1K customers and has been widely recognized as the market leader by G2, PE Wire, and more.

We are looking for a Deal Desk Specialist to join our team!

Grata’s GTM Operations team sits at the center of revenue execution, partnering closely with Sales, CS, Finance, and Leadership to ensure smooth commercial operations and high-velocity deal flow. As a Deal Desk Specialist, you will play a critical role in enabling our sellers to move quickly and confidently while maintaining pricing integrity, accurate deal structure, and operational excellence. This is an exciting opportunity to join a fast-growing organization, build scalable processes, and have a direct impact on revenue outcomes.

Grata is a hybrid company, which means our employees work from our NYC office (near Bryant Park) on Mondays, Tuesdays and Thursdays.

At Grata, we will expect you to:

Serve as the primary partner to Sales for deal structuring, pricing guidance, and contract readiness across new business and expansions.

Review deal terms for accuracy, compliance, and margin impact, ensuring alignment with internal policies and financial guardrails.

Manage the quote-to-contract workflow, including approvals, documentation, and coordination across Sales, Finance, and Legal.

Maintain and improve deal desk processes, templates, and playbooks to support high-volume deal flow and reduce friction for reps.

Analyze deal trends, discount patterns, and commercial risks to provide insights that support revenue strategy and leadership decision-making.

What we are looking for:

1–3 years of experience in Deal Desk, Revenue Operations, Sales Operations, Finance, or a similar analytical function.

An understanding of SaaS commercial motions, pricing, quoting, and contract workflows for a variety of deal structures.

High attention to detail with the ability to manage many deals simultaneously while maintaining accuracy and speed.

Proficiency in Salesforce and Excel (required) with the ability to navigate DealHub CPQ, approval workflows, and opportunity management best practices.

Excellent communication and cross-functional partnering skills; able to balance rep enablement with operational and financial discipline.

#LI-Grata

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.

$71,300.00 - $118,300.00

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.

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.