Account Executive

Datasite

. Develop market, industry, and role knowledge to enable peer-to-peer conversations and understand customer needs .

Posted 11/11/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the full sales cycle, from market research to closing deals, while building and maintaining strong relationships with clients. Proficient in utilizing Salesforce.com for sales activity tracking and leveraging data for decision-making.

Highest-signal resume keywords

Sales Cycle ManagementSalesforce.com ProficiencyRelationship ManagementData Analysis SkillsPresentation Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Target AchievementBusiness DevelopmentMarket ResearchAccount ManagementQuote CompilationStatement of Work CreationInvoice ManagementProblem SolvingAnalytical Tools UsageDetail Orientation

Soft Skills

Interpersonal CommunicationOrganizational SkillsJudgment and Decision-MakingNetworking SkillsContinuous Learning

Tools & Technologies

Datasite SuiteSalesforce.com

Industry Keywords

Technology SalesSaaS SalesFinancial Services SalesCustomer Relationship ManagementClient Events

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Develop market, industry, and role knowledge to enable peer-to-peer conversations and understand customer needs
Cover the full 360 sales cycle from market research and business development through closing deals
Set up and attend meetings with identified accounts
Manage a personal set of accounts and existing relationships
Create and maintain territory and account plans
Maintain accurate sales activity, lead, and customer profile records in Salesforce.com
Build relationships with internal and external customers
Participate in onboarding training and continuous learning
Participate in and co-host client events
Gain hands-on experience with the Datasite suite of services
Learn Datasite policies, procedures, and best practices
Network with new and existing clients and communicate Datasite product capabilities
Identify sales opportunities and collaborate with Sales and management to maximize revenue
Develop new business, meet clients, compile quotes, close sales, create Statements of Work, and manage invoices
Work closely with high-performing colleagues and share knowledge with new joiners

Requirements

What you’ll need

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
Ability to apply a systemic approach to problem solving
Ability to effectively use data and analytical tools
Demonstrated professional customer business and relationship-building skills
Strong written, oral, and interpersonal communication skills
Presentation skills
Detail-oriented with strong organizational skills

Benefits

Comp & perks

Best-in-class training through Sellers University
On-boarding training and continuous learning opportunities
Opportunity to work with gifted people around the world
Diverse and inclusive workforce
Equal opportunity employment