Job Title: Account Manager
Location: Boston, MA (Hybrid 3 days/week in Office)
Department: Customer Success
Reports To: VP of Customer Success
Type: Full-time
Industry: M&A Software | B2B SaaS | Corporate Development
About Us
We’re a fast-growing B2B SaaS company transforming how Corporate Development teams manage M&A transactions. Our customer base includes leading acquirers and investment teams, our software streamlines the complex, high-stakes M&A process from end to end.
About the Role
We’re looking for an Account Manager to join our Customer Success team. This person will own renewals and expansions across a portfolio of existing customers and serve as a trusted partner to ensure customers achieve maximum value from our software. This is a highly cross-functional role that blends relationship management, commercial ownership, and strategic guidance.
Responsibilities
- Own and manage the full renewal cycle for your book of business, ensuring high retention and net dollar retention.
- Identify and drive expansion opportunities by understanding customer goals and aligning our product to meet their needs.
- Build strong, consultative relationships with customer stakeholders, becoming their go-to resource for product and value realization.
- Partner closely with Account Executives, Product Delivery Specialists (onboarding), and Product to drive adoption, resolve issues, and influence roadmap priorities.
- Conduct regular account reviews and value check-ins to demonstrate ROI and deepen customer engagement.
- Maintain accurate records and forecasts in CRM.
- Help build scalable playbooks and processes as we grow our account management function.
Qualifications
- 2–5 years of experience in account management, customer success, or a similar client-facing role in a SaaS company.
- Strong interpersonal skills and a customer-first mindset.
- Excellent communication, organization, and problem-solving skills.
- Comfortable owning a commercial number (renewals and expansion) and working toward upsell targets.
- Experience working with or selling to Corporate Development, M&A, or Finance professionals is a plus.
- Self-starter who thrives in a fast-paced, evolving environment.
Why Join Us?
- Opportunity to grow your career at a company scaling rapidly in a high-value vertical.
- Work closely with M&A teams at leading companies and PE firms.
- Collaborate with a high-performing, supportive team that values ownership, transparency, and impact.
Interested in joining our team? Send your resume to Greg@dealroom.net.