Back to jobs

Sales Team Lead, Investor

New York, NY

Overview

As Grata continues our rapid growth and expansion we are looking for a player-coach to lead our Investor segment team. In this role, you will build on our current success by driving consistent performance through both your and your team’s outperformance of quota via active coaching and participation in deals. As a part of our fast-growing sales team, you should be a firm believer in our unique product offering and a master of financial SaaS selling.

About the role:

This is an exciting opportunity to join sales leadership as Grata continues taking market share and expanding our reach.  In this role you will help set sales strategy, take ownership of the growth of your team, drive results and grow as a leader. As a key member of our sales leadership team, you'll do the following:

  • Team Lead: Manage and lead a team of Account Executives and Business Development Representatives, fostering a collaborative and high-performance environment.
  • Quota Achievement: As a player-coach, you carry your quota as well as the team quota, ensuring monthly and quarterly achievement and driving the team to meet and exceed sales targets.
  • Coaching & Support: Provide support and coaching to each Account Executive and Business Development Representative on their deals, business development, and challenges, helping them overcome obstacles and grow.
  • Collaborate: In partnership with the Sales Director, develop territory plans, sales targets, and tactical campaigns to maximize your team's results.
    • Additionally, work with our customer success, marketing, and product management teams to provide input to our company’s development
  • Hiring & Onboarding: Manage the onboarding process for new team members, ensuring they have the necessary resources and ramp successfully
  • Process / Cadence Development: Build data-driven sales processes that can be force-multiplied across the team to increase production consistency. 
  • Sales Initiatives: Initiate and implement relevant sales initiatives to strengthen the team, driving continuous improvement and innovation.
  • Become a voice of customers for your segment through the development of senior decision-maker relationships across the territory.

About you:

  • 3+ years of full cycle SaaS sales experience - must
  • 1+ year of management or player-coach experience - encouraged 
  • You trust your ability to succeed and are excited by the substantial rewards of leveraging your experience to lead a team to consistent outperformance
  • You know our market segments. You’ve sold into the private equity, corporate development, investment banking,  alternative investment spaces with a track record of individual success 
  • You lead by example and have an elevated standard of excellence for yourself and those around you
  • Time management is one of your core talents allowing you to prioritize your efforts across the varied demands on it in this the role
  • Strong customer-facing and presentation skills with ability to establish credibility with executive buyers
  • Experience negotiating and navigating contracts and legal discussions
  • You're excited about joining a rapidly expanding company 
  • You're thoughtful, responsive, and selfless, a celebrator and an optimist
  • You’re local to NYC, and comfortable with our flexible hybrid in-office environment (Mondays, Tuesdays, Thursdays in-office days)
  • Self-starter, Result-oriented, high energy, adaptable and inquisitive
  • Excellent written and oral communication skills
  • Experience with Sales software such as Hubspot, SalesForce, Gong, Salesloft, etc.
  • BA and/or MBA; or equivalent relevant work experience

Benefits & Perks:

  • Medical, dental, vision plans: we offer plans with 80% coverage of premiums for employees
  • Company-sponsored lunch through Grubhub on a weekly basis
  • Unlimited PTO policy 
  • Flexible Work Location (FWL) policy that allows you to work from home 24 days of the year
  • Other benefits: 12 weeks of parental leave, 401k, pre-tax commuter benefits, dog-friendly office

About Grata: 

Grata is the leading private market deal making platform helping deal makers find, research, and engage with the private market. Built for innovative dealmakers who want a competitive edge in finding previously undiscoverable companies. Grata is an intuitive, dynamic platform powered by ML and NLP and AI technologies that provides the most comprehensive, up-to-date information needed to get deals done.

When we find the right person, we strive to put our best foot forward with an offer we hope you find compelling. Actual compensation packages at the time of offers are based on a wide array of factors unique to each candidate, including, but not limited to: what you’d like to be paid, the skills/experience you bring and any role-dependent factors such as software expertise, what similar jobs pay in the NYC area, and our commitment to equal pay for equal work among those you’ll be working with. The total compensation range for this role is targeted at $180,000 to $225,000, inclusive of a variable pay based on goals and target attainment. Transparency is a core value at Grata, and we welcome direct conversations with each candidate about compensation in all of our initial calls.

Grata is committed to building an inclusive, equitable, and diverse organization. We embrace equal opportunity for all applicants and seek to foster a culture of belonging for our employees. We recognize and appreciate that the more inclusive we are, the better we will function as a team. Grata welcomes qualified applicants of any race, color, ancestry, religion, sex, national origin, gender identity, gender expression, age, marital or family status, disability, military veteran status, and any other status or background.

Applicants must be authorized to work for any employer in the United States. At this time, we are unable to sponsor or take over sponsorship of an employment Visa.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Have you sold to any of the following end markets? *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Grata’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.