Account Manager

Full-time

Boston, MA (Hybrid – 3 days/week in office)

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.
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‍Our Mission: To disrupt M&A for good.
At DealRoom, we’re a community of forward thinking M&A practitioners on a mission to perfect the M&A process. We support teams with the unique combination of an open community, comprehensive educational resources, and innovative software products that help you navigate the modern day complexities of M&A transactions with confidence.
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Our Values: Our culture is the heart of our success and our values guide everything we do at DealRoom.

Deliver the WOW!

We always WOW our customers, partners, and teammates. How? By being faster - faster to respond, faster to plan, and faster to execute. By pushing for continuous improvement, innovation, and growth in everything we do. And by disrupting the status quo (in a good way) to deliver solutions and experiences that WOW.

Be Kind and Direct!

We are a team. We trust, support, and care deeply about each other. We assume positive intent. We collaborate, debate, and disagree and commit. We treat each other the way we ourselves would want to be treated (golden rule). And being kind also means we are open, honest, and direct with one another at all times by communicating with radical candor.

Own It!

We take pride in what we do and our desire to win. We love being accountable for delivering results - and when we encounter obstacles, we always find a way. We have fun and get shit done. We’re smart about how we spend our time and money (frugal, not cheap). And we operate with the greater good of our customers and the company in mind.

Responsibilities

Own and manage the full renewal cycle for your book of business. Be proactive, get creative, and rally internal resources in order to ensure high renewal rates and net dollar retention for your customers.
Identify and drive expansion opportunities by understanding customer goals and aligning our product to meet their needs.
Proactively build strong, strategic, and consultative relationships with customer stakeholders where you deeply understand their business goals and provide tailored recommendations to maximize value and drive successful outcomes with our software platform.
Develop deep product expertise to confidently guide customers through their use cases, optimize their workflows, and serve as a bridge between the customer’s needs and our product capabilities.
Partner closely with Account Executives, Product Delivery Specialists (onboarding), and the Product team 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.

Benefits and Perks:

Wellness: PTO, 100% company paid medical, dental, and vision insurance, FSA options, as well as 401k + matching for our employees!
Invested in your future: We believe it's important to be rewarded for the value you bring to DealRoom! Eligible employees enjoy new hire equity and a quarterly bonus or commission program.
Continuous learning: We encourage leading with curiosity and support various learning opportunities to enhance your skills!
Feedback culture: Constructive feedback is valued and used as a tool for growth!
International: Collaboration with international colleagues and cross country teams!
Inclusive: We celebrate & embrace diversity in all of its forms including race, gender, age, sexual orientation, religion, disabilities, and more. We ensure that every member of our team has equal access to opportunities, resources, and career advancement, regardless of their background!