Scaled Account Manager

Job Title: Scaled Account Manager

Position Type: Full-time

Location: Boston-Based Hybrid; (T, W, T In Office / M & F WFH)

Start Date: July 2026

Work Authorization Requirement: Applicants must be authorized to work in the United States without the need for current or future visa sponsorship.

General Job Description

DealRoom is seeking a driven, customer-focused Scaled Account Manager who embodies our corporate values: Own It, Deliver the Wow, Be Kind & Direct. This individual will manage a large portfolio of customers, own renewals across their book of business, and help build the future of DealRoom's scaled customer engagement model.

The ideal candidate thrives in fast-paced environments, enjoys solving customer problems, and is excited by the opportunity to own meaningful business outcomes early in their career. They are highly organized, proactive, and able to balance customer relationships with commercial accountability.

At DealRoom, Account Managers are more than relationship managers. They are trusted advisors, customer advocates, retention owners, and strategic partners responsible for helping customers realize value from our platform while driving long-term business growth.

This role offers significant career growth for individuals interested in Customer Success, Account Management, Revenue Operations, and SaaS leadership.

Who are we?

DealRoom is a dynamic FinTech innovator revolutionizing the Mergers & Acquisitions (M&A) landscape. We're transforming complex financial processes with cutting-edge technology, and we're looking for passionate trailblazers to join our high-energy team. If you thrive on challenges and want to make a tangible impact in finance, DealRoom offers an exhilarating career launchpad. We're not just changing the game – we're redefining it.

Why was DealRoom started?

Founded in 2012 in Chicago by former M&A advisor Kison Patel, DealRoom addresses technological gaps hindering deal success in the financial industry. With a client-oriented culture, DealRoom has grown to 50+ employees, remains self-funded, and is expanding rapidly. Our growth encompasses both DealRoom's software solutions and the M&A Science Podcast, which recently celebrated its 300th podcast episode!

Core Responsibilities

• Own the renewal process for a portfolio of customers, proactively identifying risks and opportunities to maximize retention.

• Build strong customer relationships and serve as a trusted partner throughout the customer lifecycle.

• Conduct customer check-ins, business reviews, and value-driven conversations that increase adoption and customer satisfaction.

• Identify expansion opportunities and collaborate with Customer Success leadership to drive growth.

• Manage a high-volume portfolio through a combination of personalized outreach and scalable customer engagement programs.

• Maintain accurate renewal forecasts, account data, and customer insights within Salesforce and other internal systems.

• Develop expertise in DealRoom's platform, M&A workflows, and customer best practices.

• Partner closely with Product, Solutions Delivery, and Revenue teams to advocate for customer needs and improve outcomes.

• Contribute to the development of scalable playbooks, customer communications, automation initiatives, and operational improvements.

Who you are

Required Qualifications

• You have 1-3 years of experience in a customer-facing role such as Customer Success, Account Management, Sales, Consulting, Customer Support, or Business Development.

• You are highly organized and can effectively manage high volumes of work and multiple competing priorities.

• You are comfortable owning business outcomes and being accountable for performance metrics.

• You are an excellent communicator who can build trust and credibility with customers.

• You are naturally curious and enjoy becoming an expert in new products, industries, and business challenges.

• You are proactive, resourceful, and willing to figure things out when answers are not immediately available.

• You enjoy improving processes and finding scalable solutions to recurring challenges.

• You thrive in collaborative environments and value teamwork, accountability, and continuous learning.

Preferred Qualifications

• Experience working in SaaS.

• Exposure to customer renewals, retention, or account management.

• Experience supporting business, finance, consulting, or project management professionals.

• Familiarity with Salesforce or other CRM platforms.

• Interest in M&A, Corporate Development, Private Equity, or Financial Technology.

Required Certifications before Start Date

• None

Benefits & Culture

• Generous equity options

• 100% individual / 60% family insurance coverage

• Competitive benefits including 401(k)+matching, Healthcare, Dental, and Vision plans

• $500 Annual AI Stipend

• Learning and Development Support

• Boston-based hybrid model (T-T In Office / M & F WFH)

• $300 Monthly Commute Stipend

• DealRoom is committed to providing all team members a truly unique experience with the opportunity for involvement in all dimensions of running and growing our business.

• Opportunity to work in a fast-moving, high-growth SaaS company

• Company paid laptop