DealRoom is the leading M&A lifecycle management software purpose-built for dealmakers running Buyer-Led M&A™.
From sourcing to integration, we streamline every stage of the deal process—eliminating siloed spreadsheets, endless email threads, and manual follow-ups.
Our platform empowers corporate development and private equity teams to move faster, collaborate in real time, and make better-informed decisions—before and after close.
Trusted by top acquirers including 1-800-Flowers, Broadcom, Emerson, Compass Group, Scotts, Farmers Insurance, Energizer, and Block, DealRoom is how modern M&A gets done.

DealRoom

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business-development-rep

DealRoom is a software-as-a-service platform purpose-built to manage the end-to-end M&A lifecycle. It centralizes deal data, diligence, data rooms, communications, workflows, reporting, and post-merger integration tools—plus M&A-specific AI to extract insights and generate summaries. Targeted at corporate development, private equity, investment banks, and legal/integration teams, DealRoom aims to streamline deal execution, reduce manual work, improve visibility, and accelerate value capture across sourcing, diligence, closing, and integration.

DealRoom is the leading M&A lifecycle management software purpose-built for dealmakers running Buyer-Led M&A™.

From sourcing to integration, we streamline every stage of the deal process—eliminating siloed spreadsheets, endless email threads, and manual follow-ups.

Our platform empowers corporate development and private equity teams to move faster, collaborate in real time, and make better-informed decisions—before and after close.

Trusted by top acquirers including 1-800-Flowers, Broadcom, Emerson, Compass Group, Scotts, Farmers Insurance, Energizer, and Block, DealRoom is how modern M&A gets done.

• Exceed Weekly Activity Goals, Monthly SQL Quota, and Quarterly Revenue Attribution Targets with urgency and consistency.
• Research and master M&A, Corporate Development and Private Equity trends to engage prospects with insight and credibility.
• Develop and manage organized prospect views in HubSpot, ensuring systematic follow-up and account penetration.
• Leverage AI-first sourcing strategies to filter signal from noise, continuously refining processes for efficiency.
• Maintain CRM hygiene obsessively, ensuring data integrity and visibility into pipeline health.
• Deploy high-volume, personalized outreach campaigns using a phone-heavy, multi-threaded, omnichannel approach to generate meetings with strategic accounts.
• Schedule high-quality meetings for Account Executives, ensuring meetings are qualified for success.
• Continuously test, analyze, and improve AI prompts, sourcing tactics, and talk tracks, applying feedback rapidly for 1% betterment.
• Actively seek feedback and adopt best practices to sharpen sales development craft and accelerate ramp.

Business Development Representative

Business Development Representative generating high-quality outbound opportunities for M&A teams. Join a fast-paced fintech company with growth potential.

marketing

• Build and nurture strong, trust-based relationships with customers through consistent engagement.
• Develop and manage programs that celebrate and recognize customers, ensuring they feel valued and supported as part of the DealRoom community.
• Lead multiple customer marketing initiatives simultaneously, ensuring projects and campaigns are delivered on time and on budget.
• Plan and execute in-person and virtual customer marketing events that deepen relationships and foster community among DealRoom customers.
• Use AI tools to automate and scale workflows including milestone tracking, event follow-up, outreach, and content creation.
• Partner with Brand, Sales, Product, and Customer Success to amplify customer stories across the right channels

Customer Marketing Specialist

Customer Marketing Specialist driving customer engagement and advocacy for a fast-growing SaaS company. Responsible for building relationships and managing marketing initiatives to celebrate customer success.

account-manager

• Lead the entire post-sales organization
• New customer onboarding
• The support function (AI-first strategy)
• All post-sales commercial ownership (renewals & expansion)
• Build & Develop a High-Performance CS Organization
• Recruit, hire, onboard, and develop top-tier CSMs, Account Managers, and Support professionals
• Establish performance metrics and accountability frameworks
• Create a culture of continuous coaching, mentoring, and performance improvement
• Optimize post-sales commercials
• Develop and implement structured renewal and expansion playbooks
• Track, manage, and forecast renewal and upsell opportunities
• Lead an AI-First Support & Onboarding Strategy
• Redesign onboarding to accelerate time-to-value
• Build scalable, repeatable playbooks across the customer lifecycle
• Improve CSAT through structured feedback loops
• Diagnose and report on reasons for customer churn

Director of Customer Success – Account Management

Lead the entire post-sales organization as Head of Customer Success & Account Management. Transforming Customer Success into a commercially accountable organization aligned to the bootstrapped model.

revenue-operations

• Architect and own end-to-end GTM systems that support growth, new motions, and organizational change. Including designing workflows, lifecycle stages, ownership rules, and data constructs that translate GTM strategy into execution
• Own Lead-to-Revenue (L2R) process definition in close collaboration with Revenue and Marketing leadership, ensuring shared understanding, accountability, and consistency.
• Define and implement data standards across the GTM stack, with a strong focus on pipeline visibility and forecast accuracy
• Build and maintain reliable reporting that enables leadership to understand performance, risk, and opportunity with confidence
• Serve as the hands-on and strategic owner of HubSpot, ensuring the CRM supports clean lifecycle management, automation, reporting, and forecasting across the full funnel
• Partner with GTM leaders to enable teams on systems and processes, driving adoption, correct usage, and accountability
• Design and operationalize AI-enabled RevOps workflows where appropriate to improve efficiency, prioritization, and decision-making across signals, routing, enrichment, outbound, and forecasting support
• Continuously evaluate and evolve systems, processes, and data to ensure they remain scalable, reliable, and aligned with how DealRoom goes to market

Director of Revenue Operations – RevOps

Director of Revenue Operations managing GTM systems for the FinTech company DealRoom. Leading operational strategies and ensuring scalable revenue processes and data alignment.

DealRoom is the leading M&A lifecycle management software purpose-built for dealmakers running Buyer-Led M&A™. From sourcing to integration, we streamline every stage of the deal process—eliminating siloed spreadsheets, endless email threads, and manual follow-ups. Our platform empowers corporate development and private equity teams to move faster, collaborate in real time, and make better-informed decisions—before and after close. Trusted by top acquirers including 1-800-Flowers, Broadcom, Emerson, Compass Group, Scotts, Farmers Insurance, Energizer, and Block, DealRoom is how modern M&A gets done.

DealRoom

About the company

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4 jobs found

Business Development Representative

DealRoom

Customer Marketing Specialist

DealRoom

Director of Customer Success – Account Management

DealRoom

Director of Revenue Operations – RevOps

DealRoom