Datasite

Performance Marketing

• Own Sherpany’s paid media strategy across Google Search, LinkedIn, Display and retargeting
• Plan, build and optimize paid media campaigns
• Manage Google Search end-to-end, including keyword and bidding strategy, ad copy, landing page alignment, budget allocation and optimization
• Lead LinkedIn advertising across Sponsored Content, Lead Gen Forms and other formats
• Develop audience strategies and test messaging, creative and targeting
• Build multi-channel retargeting strategies and manage audience sequencing, frequency and conversion
• Identify opportunities to improve the channel mix and develop business cases for new platforms, formats and approaches
• Monitor performance, identify trends and translate insights into actions
• Manage budgets and optimize toward CPL, pipeline contribution and ROAS
• Collaborate with Content, Design and the wider Marketing team on campaigns and creative

Senior Paid Media Manager

Financial Planning and Analysis

• Support Datasite Sales Directors in growing business within investment banks in NYC
• Support territory revenue growth and exceed revenue budgets
• Participate in onboarding training and continuous learning
• Gain hands-on experience with the Datasite suite of services
• Establish relationships across support organizations
• Participate in and co-host client events
• Understand all aspects of the selling process
• Partner with the sales team and cross-functional partners
• Retain and sell to a set of small accounts that will grow over time
• Build relationships with internal and external customers
• Maintain accurate Salesforce.com records of call activity, sales leads, and customer profiles
• Learn and apply Datasite policies, procedures, and best practices

Sales Associate, Investment Banking

Sales Development Rep

• Meet or exceed monthly and quarterly meeting targets, quality goals, and activity goals
• Leverage the sales engagement platform and research and prospecting technology
• Partner with the Regional Sales team to identify and qualify target accounts
• Increase pipeline and revenue within the assigned territory
• Deliver promotional messages to target audiences via telephone, email, social media, and video
• Create and manage large pipelines of prospective prospects
• Research accounts and identify and educate key players
• Generate interest and manage objections
• Engage with the Sales Enablement team to become trained and certified on Datasite products

Digital Sales Development Representative

Technical Recruiter

• Lead full-cycle recruitment for technical and engineering roles across multiple locations, including non-technical roles as needed
• Partner with hiring managers and cross-functional teams to understand technical requirements, team dynamics, and ideal candidate profiles
• Develop and execute sourcing strategies targeting active and passive technical talent through LinkedIn, GitHub, professional networks, and industry events
• Evaluate technical skill sets and ensure candidates meet functional and organizational requirements
• Provide consultative insights and market intelligence to support hiring decisions and future technical workforce planning
• Deliver an exceptional candidate and hiring manager experience through clear communication and timely follow-up
• Manage a diverse, high-volume requisition load
• Use employer branding, social media, and creative sourcing techniques to attract technical talent
• Maintain accurate, timely documentation and workflow management within Workday
• Partner with HR Business Partners on technical hiring trends, workforce planning, and organizational needs

Corporate Technical Recruiter

Manager

• Manage the organization’s compensation programs, including base pay, merit, bonus, incentive, and related processes
• Lead annual and off-cycle compensation cycles, including planning, analysis, approvals, Workday system administration, reporting, and communications
• Conduct market pricing, job evaluations, salary structure reviews, internal equity analyses, and pay recommendations
• Maintain job architecture, compensation policies, guidelines, Workday data, and supporting documentation
• Advise HR Business Partners, managers, and leaders on compensation decisions, pay practices, job leveling, and compliance requirements
• Partner with HRIS, Payroll, Finance, Legal, and external vendors to improve data quality, reporting, controls, and process efficiency
• Lead pay equity reviews and support compliance with applicable pay transparency, wage-and-hour, and equal-pay requirements
• Manage, coach, and develop the Compensation Analyst while ensuring accurate, timely, and confidential service delivery
• Report directly to the VP, People Rewards & Digital HR Solutions
• Supervise one Compensation Analyst

Compensation Manager

Engineering Manager

• Lead one of Grata's Data Product Pillars and own delivery and people leadership
• Ensure successful data and product deliveries, including data coverage, freshness, quality, system performance, and commercial impact
• Coach engineers on growth plans and promotions
• Establish and evolve team practices for planning, execution, quality, data validation, and operational excellence
• Represent Engineering in cross-functional planning with Product, Data, AI, Design, Data Operations, and customer-facing partners
• Manage data platform debt, schema evolution, pipeline reliability, and operational risk
• Translate product, data, and technical vision into execution plans, task breakdowns, and measurable outcomes
• Guide architecture, unblock teams, and support high-impact data initiatives
• Build and scale Grata's proprietary company data platform, including ingestion, enrichment, normalization, entity resolution, quality controls, and serving layers
• Improve freshness, coverage, and accuracy of company profiles, financials, transactions, ownership, firmographics, and market intelligence
• Automate data workflows and turn messy sources into trusted product experiences
• Develop platform capabilities that make Grata's data more searchable, actionable, and defensible across M&A business development workflows
• Strengthen observability, evaluation, and incident response for data systems

Engineering Manager, Company Data

• Support Datasite Sales Directors in growing business within investment banks in NYC
• Support territory revenue growth and exceed revenue budgets
• Participate in onboarding training and continuous learning
• Gain hands-on experience with Datasite’s suite of services
• Establish relationships across support organizations
• Participate in and co-host client events
• Understand all aspects of the selling process
• Retain and sell to a set of small accounts that grows over time
• Build relationships with internal and external customers
• Maintain accurate call activity and customer records in Salesforce.com
• Report call information, sales leads, and customer profiles accurately and promptly
• Learn Datasite policies, procedures, and best practices

Sales Executive, Investment Banking

• Build and configure customer-facing AI workflows within the BlueFlame platform
• Translate customers’ business processes into structured, AI-enabled workflows
• Configure prompts, instructions, inputs, outputs, templates, files, tools, and workflow steps
• Test workflows against representative customer data and scenarios; identify failure modes and iterate on configurations
• Troubleshoot workflow behavior and distinguish configuration issues, product limitations, data issues, and escalation needs
• Identify repeatable patterns that can be templated and reused across customers
• Meet with customer stakeholders and end users to understand workflows, pain points, desired outputs, source information, and success criteria
• Scope and prioritize AI use cases based on customer value, feasibility, repeatability, and commercial importance
• Run build and refinement sessions with customers and incorporate feedback while maintaining scope
• Validate workflow usability, repeatability, and output quality
• Document completed workflows and enable customers to use, modify, or create workflows where appropriate
• Complete handoffs to Customer Success Managers or customers after exit criteria are met
• Develop expertise in BlueFlame workflow-building capabilities and advise customers and internal teams
• Provide technical escalation support and structured feedback to Product and Engineering
• Partner with Customer Success, Implementation/Delivery, Sales Engineering, Product, Engineering, and domain experts
• Support strategic customer meetings, workshops, office hours, and on-site engagements

Engagement Manager

IT Support

• Lead strategic architecture and technical planning, application integration, and modernization across cloud, data, AI, and SaaS
• Analyze business needs and priorities and design their fit within a multi-organization ecosystem
• Lead detailed design of Salesforce and related technology projects from inception through production support
• Provide industry standards and act as a trusted advisor to business and technology partners
• Identify areas of product growth and build scalable applications while minimizing technical debt
• Design and document enterprise systems, data models, processes, and APIs
• Mentor others in architecture, development technologies, tools, and processes
• Establish architecture governance structures, standards, policies, and frameworks
• Define system architecture landscapes, identify gaps between current and desired end states, and deliver comprehensive solutions
• Lead enterprise-level technical strategy and projects through the full software development lifecycle using waterfall and agile methodologies
• Leverage sprint planning and retrospectives to track critical results
• Build relationships with business and technical stakeholders
• Collaborate with global stakeholders to align systems and plans with business goals and strategies
• Measure program effectiveness and business results using dashboards and content management systems
• Manage multiple projects and initiatives with timely execution
• Foster quality, productivity, and innovation in accordance with company values

Business Enablement Enterprise Architect

Account Manager

• Develop and execute account growth strategies aligned with customer goals and Grata’s objectives
• Grow partnerships through account expansion to new teams, renewals, and upsells
• Identify, pursue, and close upselling and cross-selling opportunities within the territory
• Expand Grata usage beyond current user groups by identifying and closing new customer user groups
• Lead commercial negotiations for renewals, upsells, and new contracts
• Build lasting relationships with decision makers through in-person, video, email, and phone interactions
• Maintain up-to-date client organizational maps covering leadership, influencers, and key decision makers
• Collaborate with product, engineering, marketing, and other internal stakeholders
• Provide customer feedback to cross-functional teams to support continuous platform improvement
• Consistently exceed quarterly and annual revenue targets

Account Executive

• Execute an enterprise growth strategy within the assigned territory
• Own the entire sales process for the largest, highest-value Private Equity firms
• Carry out extended, multithreaded sales cycles with key decision makers, including C-Suite contacts
• Build, iterate, and refine an enterprise sales motion
• Use industry, competitive environment, and client experience knowledge to identify trends and anticipate customer needs
• Help build and execute a complex sales process with multi-billion-dollar organizations

Strategic Account Executive

Product Manager

• Lead Product Management for Sherpany’s Growth Acceleration squad during an 8–9 month fixed-term maternity cover
• Drive the growth roadmap by identifying and prioritising opportunities using user insights, funnel data, business impact, and feasibility
• Partner with Growth, Design, Engineering, and Analytics to design, launch, and evaluate growth experiments
• Improve the self-serve / Try-Before-You-Buy journey from signup and onboarding through aha moments, hand-raising, and conversion
• Define success metrics and translate product analytics into improvements in activation, conversion, and Product Qualified Leads
• Collaborate with Product, Marketing, Sales, Customer Success, Analytics, Design, and Engineering to align priorities and decisions
• Communicate the rationale, scope, and progress of growth initiatives across the organisation
• Maintain documentation and ensure a smooth handover at the end of the maternity cover period