Sales Operations Specialist, Datasite
Grata
$100.6-169.8k
More information about location
3 days a week in office
Virtual data rooms for M&A dealmaking
Be an early applicant
Virtual data rooms for M&A dealmaking
1001+ employees
Be an early applicant
$100.6-169.8k
More information about location
3 days a week in office
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- 2–3+ years of experience in Sales Operations, Revenue Operations, Business Operations, Finance, Consulting, or a similar analytical role within a SaaS environment
- Strong understanding of B2B SaaS sales processes, pipeline management, forecasting, and sales performance metrics
- Experience working in Salesforce, with familiarity in sales engagement, prospecting, and reporting tools considered a plus
- High analytical rigor with strong Excel/Google Sheets skills and the ability to translate complex data into actionable business recommendations
- Strong communication and stakeholder management skills, with the ability to work cross-functionally and support both leadership and frontline sales teams
- Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment
What the job involves
- Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners
- We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1K customers and has been widely recognized as the market leader by G2, PE Wire, and more
- Grata’s Revenue Operations team sits at the center of revenue execution, partnering closely with Sales, CS, Finance, and Leadership to ensure smooth commercial operations from our revenue teams. As a Sales Operations Specialist, you will play a critical role in supporting the systems, processes, and reporting that help our Sales organization operate efficiently and scale effectively. This is an opportunity to directly impact pipeline generation, forecast accuracy, and revenue growth while helping build a world-class revenue engine
- Partner with Sales leadership to improve and scale processes across pipeline management, forecasting, territory planning, and opportunity management
- Maintain and optimize Salesforce data quality, workflows, and reporting to ensure accurate visibility into sales performance
- Build and deliver reporting and dashboards that provide actionable insights into pipeline health, sales activity, conversion rates, and forecast attainment
- Support core sales operations processes including territory management, lead routing, account assignment, and sales performance tracking
- Identify operational inefficiencies and implement scalable solutions that improve productivity, data integrity, and decision-making across the Sales organization
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Leveraging its extensive industry experience, Datasite has successfully transformed into a more contemporary business entity. It has also introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company benefits
- Culture and benefits built around work-life balance
- Extensive resources to support physical and mental health
- Employee assistance program
- Generous retirement plans
- Incentives for referring new colleagues
- Learning, training and mentoring programs
- Cross-functional projects
- Stretch assignments to help you progress
- Receive feedback and earn bonuses from peers & managers
- Employee bonding activities
- ESG and charitable team initiatives
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(CEO & President)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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