Customer Success Team Lead, DealRoom
Scaled
Plus commission and stock units plan
M&A software for modern deal project management
Job no longer available
M&A software for modern deal project management
21-100 employees
Job no longer available
Plus commission and stock units plan
21-100 employees
Company mission
To disrupt the M&A process, for good.
Role
Who you are
- You combine a Master's degree or higher with 5+ years of working experience in a Customer Success or Account Management role at a SaaS company (must)
- You have experience growing customer accounts and turning them into promoters
- You have experience managing a team, or want to take the first step in your leadership journey and can demonstrate why
- You are an expert in account management processes, tactics and best (scaling) practices. You aren’t afraid to bring this expertise to the team and the broader company
- You are the entrepreneurial type who loves helping customers reach their highest potential and you genuinely believe in building and promoting healthy, long-lasting customer relationships
- You share our passion for tech, startups and – most importantly – thriving tech ecosystems!
- You know your way around a CRM (HubSpot is our favourite!)
- Have a strong sense of urgency, which translates into a high-volume result-driven output
- You feel right at home in a multicultural, remote, and fast-growing startup environment
- You can work in Europe and are fluent in English. Additional language skills are welkom/wilkommen/bienvenidos/kyaosopartaal
What the job involves
- Be responsible for achieving net revenue retention and grow your book of business (main KPI)
- Utilize your commercial experience to handle contract renewals, as well as up-, cross-, and keep selling
- Own & manage a portfolio of Major and Tier-1 customers, deals and decision-makers
- Work closely with our product- and insights team to inspire and educate customers about new product releases and relevant developments in the tech ecosystem
- Establish meaningful insights and metrics around customer engagement that can be translated into concrete actions to further maximize net revenue retention
- Develop a deep understanding and finetune our CSM tech stack (mainly HubSpot, Mixpanel, Segment) and workflows with the goal to scale our CS operation, manage customer lifecycles and allocate focus accordingly
- Ensure we remain highly visible within our clients to obtain a strong land & expand strategy
- Manage a team of 3 Customer Success Managers, while also managing your own accounts
- Help Dealroom.co develop new practices to manage accounts at scale (e.g. predictive health scoring, in-app guidance, mailing/messaging, 1-to-many initiatives)
Our take
M&A transactions are the most pivotal corporate activities and yet are also perhaps the most complex, information-dense and unpredictable processes within the corporate sector. DealRoom is changing the way professionals conduct M&A with an agile-based approach to M&A lifecycle management.
DealRoom is a financial software company that serves corporate development, investment banking, and private equity professionals. Its primary focus is creating secure and efficient workflows for complex transactions. Crucially, by moving away from Excel and email, teams gain deal-wide visibility reducing the risk of value being unrealized.
By focusing purely on improving the process of M&A with software, the team is well-positioned to profit in times when the market is on a tear (like the 2010s) and times when deals dry up, but returns are more precious. It's because of this single-minded approach to process optimisation that the startup’s technology is now being used by some of the world’s leading boutique firms.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Company HQ
Chicago Loop, Chicago, IL
Leadership
Kison Patel
(Founder & CEO)Worked their way up to Partner level at Transatlantic Investments & Advisory, a boutique M&A Advisory firm.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job