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    • Technology/SaaS/Financial Services sales experience highly regarded.
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    • Following up all sales enquiries.
    • Advising clients throughout the sales process.
    • Potential to manage and motivate a sales team.
    • Deliver against ambitious sales targets and KPIs.
    • Demonstrable investment knowledge and understanding of how advisers and intermediaries use investment funds,…
    • Ability to support client-facing sales, relationship management, account management, customer success, or business development activities.
    • Own important revenue growth and new product adoption metrics for data sales and IP licensing opportunities in the sales region.
    • An astute commercial mind-set, working to exceed sales metrics.
    • Work with clients throughout the sales process including commercial terms and contract execution…
    • Proven track record of quota-carrying enterprise sales success selling order management systems (OMS), execution management systems (EMS), or front-to-middle…
    • Strong knowledge and understanding of the UK professional investment industry and solid understanding of investment markets.
    • Minimum of 5 years in sales, ideally within the property or investment sectors.
    • Strong sales and negotiation skills with a focus on closing deals.
    • Experience - No less than 3 years in a sales role, preferably within B2B, high ticket or or investment sales.
    • This role requires an experienced expert in sales…
    • Book qualified appointments with the appropriate member of the sales team.
    • Provide clear handover notes so the sales team can progress each opportunity…
    • Ongoing coaching and support from an experienced sales leadership team.
    • Deliver a clear, engaging introduction to RWinvest and off-plan property investment.
    • Partner closely with Research Analysts to deliver actionable investment ideas.
    • The Equities business provides institutional clients with research, market…
    • Strong analytical capabilities with the ability to interpret client behavior, trading flows, market share trends and profitability metrics to support commercial…
    • Using sales enablement tools to track the progress of deals and continually honing sales skills.
    • Working across the sales cycle – our team works across all…
Datasite logo
Sales Executive - Investment Banking
London
Full-time

Job details

Pay information not provided
Full-time
London

Full 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:

Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.

Job Description:

Being the coolest brand in any space is exciting. It makes connecting with prospects and delivering greatness much easier for you and more satisfying for your customers. That’s what we do here, and we want someone like you to join us. To spread the joy. Develop long-lasting, meaningful and mutually beneficial relationships.

Like you, we’re problem solvers and solution providers. Go the extra milers and partners of choice because of it. In your role as a Sales Executive, you’ll have a defined patch to work. To establish and build the kind of bonds with key stakeholders, inside and out, that will be the envy of our competitors.

If you are looking to join an innovative, fast-paced environment at a market leading organisation then look no further.

What do our incredible Sales team do at Datasite?

  • Develop a high level of market, industry and role knowledge to enable peer-to-peer conversations and understand customer needs and requirements;
  • Full 360 sales cycle coverage from market research and business development through to closing deals;
  • Set up and attend meetings with accounts identified;
  • Take on responsibility for a personal set of accounts in order to manage existing relationships;
  • Help to accurately create and maintain territory and account plans;
  • 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;
  • Build rapport and relationships with internal and external customers through prompt, courteous, efficient, and professional service;
  • Participate in on-boarding training and continuous learning opportunities;
  • Participate and co-host in client events;
  • Gain hands on experience with the Datasite suite of services;
  • Learn all Datasite policies, procedures and best practices.

How do you become successful at Datasite?

Develop Your Markets

Getting to know your clients is absolutely essential in ensuring success for them and us. We want our Sales Executives to be continually learning and proactively building relationships whether it be with new or existing clients. You will be smartly networking into our clients, building a deep knowledge of their structure, and continually communicating the capabilities of Datasite and our products.

Drive Revenue

Successful Sales Executives will always be looking to identify sales opportunities, understand their markets and collaborate with our Sales and management team to maximize revenue. You will be able to anticipate our client’s needs and deliver solutions to exceed their expectations. Your role will be varied and include developing new business, meeting clients, compiling quotes, closing sales, creating SOWs (Statements of Work), and invoice management.

Continuously Develop

Learning from others is a key part of the journey. You must be open minded and proactive in nature. To give you a platform for success, Datasite provide our Sales Executives with best in class training (Sellers University) covering our product, target markets, and sales’ strategy. You will also learn the ropes by working closely with our current high performers. As you develop and progress you will also impart your knowledge to new joiners ensuring the Sales & Account team continue to succeed.

What do we look for?

  • A track record of meeting and exceeding sales targets;
  • Technology/SaaS/Financial Services sales experience highly regarded.
  • Advanced relationship management skills;
  • Solid assessment, judgment and decision-making ability, including the ability to apply systemic approach to problem solving and effectively use data and analytical tools;
  • Demonstrated professional customer business and relationship building skills;
  • Strong written, oral and interpersonal communication skills, including presentation skills;
  • Detail oriented with strong organizational skills.

As a global organization, Datasite knows that diverse perspectives are essential to our success. We’re committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO).

As a global organization, Datasite knows that diverse perspectives are essential to our success. We’re committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.

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.

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