Sales Development Representative (SDR) - Virtual Data Rooms

About Valutico and DoneDiligence

Valutico is a global leader in AI-powered valuation software, trusted by hundreds of M&A advisors, private equity firms, and corporate finance teams worldwide. In 2025, we launched DoneDiligence, an AI-native Virtual Data Room designed from the ground up for today's M&A transaction workflows. This platform offers a secure and scalable VDR enhanced with AI features such as automatic indexing of uploads, intelligent Q&A responses drawn directly from documents, detection of missing or inconsistent data before it escalates, and rapid drafting of teasers and Confidential Information Memoranda from source information.

Our mission is to innovate deal execution by integrating valuation, data rooms, and AI-powered analysis into a unified, seamless process.

Position Overview

This role is uniquely focused on candidates with existing Virtual Data Room industry knowledge. You will be the initial contact for prospective clients regarding DoneDiligence, fostering conversations that our Account Executives close. The role centers on engaging the North American M&A ecosystem—including advisory boutiques, investment banks, private equity and venture capital funds, and corporate development groups.

Key Responsibilities

• Identify and develop new sales opportunities through proactive outreach via phone, email, LinkedIn, and targeted account-based strategies.
• Qualify prospective clients and schedule meetings for Account Executives to present Valutico's Due Diligence Suite, including its secure virtual data room, AI-driven diligence assistant, and embedded valuation and analytical tools.
• Conduct thorough research to identify firms actively engaged in M&A processes and pinpoint decision-makers responsible for data room selections.
• Engage senior professionals across multiple sectors such as M&A advisory, investment banking, private equity, venture capital, corporate finance, corporate development, audit, tax advisory, and consulting practices.
• Communicate authoritatively about practical data room operations, including Q&A oversight, indexing, permission management, deal timelines, and the transformative impact of AI-native environments.
• Maintain meticulous records in the CRM system containing up-to-date lead and prospect details.
• Monitor personal performance metrics and contribute actively toward team sales targets.

Candidate Requirements

• Between one and two years of experience prospecting or selling within the Virtual Data Room sector, due diligence platforms, or M&A process software such as Datasite, Ansarada, Intralinks, iDeals, Drooms, FirmRoom, SecureDocs, DealRoom, or similar solutions—this requirement is critical.
• A functional understanding of M&A workflows and the role data rooms play within these transactions.
• One to three years of overall experience in B2B sales or sales development, preferably within SaaS environments.
• Valuable existing relationships in M&A advisory, private equity, investment banking, or corporate development networks are advantageous.
• Confidence in initiating dialogue with senior-level stakeholders like Partners, Directors, Investment Professionals, and Corporate Development personnel.
• Fluency in English is essential; additional regional languages like French are a strong asset.
• Excellent communication and interpersonal skills, enabling credible engagement in high-trust, high-stakes conversations.
• Strong organizational aptitude with exceptional attention to detail and the discipline required to keep CRM data accurate and current.
• A proactive, self-driven attitude suitable for working independently in an international, remote setting while collaborating effectively within a team.
• A positive, motivated approach with a strong commitment to meeting and surpassing sales objectives.

What We Provide

• Access to an innovative product that intersects Virtual Data Room technology, AI, and financial workflow automation.
• A seasoned sales team offering ongoing coaching, candid feedback, and supportive team dynamics.
• A structured onboarding experience with transparent progression pathways towards an Account Executive role based on performance.
• Modern, data-driven sales technology stack emphasizing automation tools.
• Clear, regularly achieved sales targets combined with a performance-focused recognition and reward system.
• An international and remote-first workplace culture with colleagues from multiple countries.
• Competitive base salary complemented by an uncapped, generous commission plan with transparent compensation policies.

Unique Aspects of This Role

This role transcends traditional Virtual Data Room sales by promoting a next-generation transaction platform that merges secure data rooms, AI-native due diligence capabilities, and integrated valuation and financial analytics. Joining us offers the chance to reshape how global deal execution is conducted.