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Datasite

Sales Executive, Investment Banking

Datasite

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

Posted 9/24/2026full-timeNew York City • New York • United StatesJuniorWebsite

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 utilizing Salesforce.com for maintaining customer records and reporting sales activities.

Highest-signal resume keywords
Sales ExperienceSalesforce.com ProficiencyTime ManagementCommunication SkillsRelationship Building

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 TechniquesCustomer Relationship ManagementData AnalysisPresentation SkillsDecision-Making
Soft Skills
Action-OrientedResults-DrivenOrganizational SkillsCollaborationPrioritization
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Investment BankingRevenue GrowthClient EventsOnboarding TrainingSales Process

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 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

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 and prioritization skills
  • Solid decision-making, presentation, and organization skills
  • Solid 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 work collaboratively with sales and cross-functional partners

Benefits

Comp & perks
  • Structured learning and onboarding program
  • Mentorship from sales management and the sales team
  • Continuous learning opportunities
  • International mobility support through Datasite’s global footprint
  • Company-sponsored volunteer hours
  • Diversity affinity groups
  • Variety of benefits supporting work-life blend
  • Wellness resources
  • Equal opportunity employment