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Datasite

M&A data rooms and deal management

Account Executive

Account ExecutivePosted on Nov 11
Full-timeNew York, NY, USA$90k - $120kHybrid

About the Job

Requirements

  • A track record of meeting and exceeding sales targets.
  • Technology, SaaS, or financial services sales experience is highly regarded.
  • Advanced relationship management skills.
  • Solid assessment, judgment, and decision-making ability, including applying a systematic approach to problem solving and effectively using data and analytical tools.
  • Demonstrated professional customer business and relationship-building skills.
  • Strong written, oral, and interpersonal communication skills, including presentation skills.
  • Detail orientation and strong organizational skills.

Responsibilities

  • Develop market, industry, and role knowledge to support peer-to-peer conversations and understand customer needs and requirements.
  • Cover the full 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 accurately.
  • Maintain accurate records of call activity in Salesforce and report call information, sales leads, and customer profiles accurately and promptly.
  • Build rapport and relationships with internal and external customers through prompt, courteous, efficient, and professional service.
  • Participate in onboarding training and continuous learning opportunities.
  • Participate in and co-host client events.
  • Gain hands-on experience with the Datasite suite of services.
  • Learn and follow Datasite policies, procedures, and best practices.
  • Network within client organizations, build knowledge of their structure, and communicate Datasite's capabilities and products.
  • Identify sales opportunities, understand markets, and collaborate with Sales and management to maximize revenue.
  • Anticipate client needs and deliver solutions that exceed expectations.
  • Develop new business, meet clients, compile quotes, close sales, create statements of work, and manage invoices.
  • Share knowledge with new joiners as the Account Executive develops.

About the Company

Datasite

M&A data rooms and deal management

Datasite provides a subscription-based platform of secure data rooms and workflow tools for M&A deals. It supports all deal stages: diligence (sell-side), prepare, outreach, acquire (buy-side), pipeline, archive, and an AI-powered intelligence engine, plus extra apps. Secure data rooms streamline sharing and organization of sensitive deal information, with Project Pros offering hands-on setup, permissions, and dashboards, and a self-help library available. The company differentiates itself with end-to-end M&A workflows, proactive expert support, and AI-driven insights at scale, serving corporations, banks, law firms, private equity, and other industries worldwide, with the goal of helping clients close deals faster and more securely.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
St Paul, MN
Founded
1968

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