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.
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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 Sales Operations Specialist to join our team!
Grata’s Revenue Operations team sits at the center of revenue execution, partnering closely with Sales, CS, Finance, and Leadership to ensure smooth commercial operations from our revenue teams. As a Sales Operations Specialist, you will play a critical role in supporting the systems, processes, and reporting that help our Sales organization operate efficiently and scale effectively. This is an opportunity to directly impact pipeline generation, forecast accuracy, and revenue growth while helping build a world-class revenue engine.
Grata is a hybrid company, which means our employees work from our NYC office (near Central Park) on Mondays, Tuesdays and Thursdays.
At Grata, we will expect you to:
Partner with Sales leadership to improve and scale processes across pipeline management, forecasting, territory planning, and opportunity management.
Maintain and optimize Salesforce data quality, workflows, and reporting to ensure accurate visibility into sales performance.
Build and deliver reporting and dashboards that provide actionable insights into pipeline health, sales activity, conversion rates, and forecast attainment.
Support core sales operations processes including territory management, lead routing, account assignment, and sales performance tracking.
Identify operational inefficiencies and implement scalable solutions that improve productivity, data integrity, and decision-making across the Sales organization.
What We Are Looking For
2–3+ years of experience in Sales Operations, Revenue Operations, Business Operations, Finance, Consulting, or a similar analytical role within a SaaS environment.
Strong understanding of B2B SaaS sales processes, pipeline management, forecasting, and sales performance metrics.
Experience working in Salesforce, with familiarity in sales engagement, prospecting, and reporting tools considered a plus.
High analytical rigor with strong Excel/Google Sheets skills and the ability to translate complex data into actionable business recommendations.
Strong communication and stakeholder management skills, with the ability to work cross-functionally and support both leadership and frontline sales teams.
Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.
#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.
$100,600.00 - $169,800.00Our 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
- 2-3+ years of experience in Sales Operations, Revenue Operations, Business Operations, Finance, Consulting, or similar analytical role within a SaaS environment
- Strong understanding of B2B SaaS sales processes, pipeline management, forecasting, and sales performance metrics
- Experience working in Salesforce
- Familiarity with sales engagement, prospecting, and reporting tools
- High analytical rigor with strong Excel/Google Sheets skills and ability to translate complex data into business recommendations
- Strong communication and stakeholder management skills to work cross-functionally
- Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment
- Ability to work hybrid from the NYC office on Mondays, Tuesdays, and Thursdays
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.
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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.
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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.
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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
What We Do
Datasite the maker of Datasite Diligence virtual data room platform, helping dealmakers around the world close more deals faster.
