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Datasite

Sales Associate, Investment Banking

Datasite

. Support Datasite Sales Directors in growing business within investment banks in NYC .

Posted 9/30/2026full-timeNew York City • New York • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates strong sales acumen with the ability to build relationships and manage multiple priorities effectively. Proficient in Salesforce.com for maintaining accurate sales records and driving revenue growth within investment banking sectors.

Highest-signal resume keywords
Salesforce.com ProficiencySales-Related ExperienceRelationship BuildingTime ManagementPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Sales TechniquesRevenue Growth StrategiesClient Event CoordinationSales Activity TrackingOnboarding Training
Soft Skills
Action-OrientedResults-DrivenDecision-MakingVerbal CommunicationWritten Communication
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Investment BankingSales ProcessCustomer Relationship ManagementDatasite SuiteCross-Functional Collaboration

Tech Stack

Tools & technologies
SFDC

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • Bachelor’s degree required
  • <1-2+ years in a sales-related role
  • Action-oriented and results-driven
  • Excellent time management skills and ability to prioritize
  • Decision-making, presentation, and organization skills
  • Verbal and written communication skills
  • Professional appearance
  • Ability and drive to manage multiple priorities and achieve results
  • Desire to be a future sales executive
  • Ability to use Salesforce.com to maintain accurate sales activity, lead, and customer profile records

Benefits

Comp & perks
  • Robust onboarding and training program
  • Continuous learning opportunities
  • International mobility support through Datasite’s global footprint
  • Company-sponsored volunteer hours
  • Diversity affinity groups
  • Wellness resources
  • Variety of benefits supporting work-life blend