Client Relationship Manager, DealRoom
M&A software for modern deal project management
Open for applications
M&A software for modern deal project management
21-100 employees
Open for applications
21-100 employees
Company mission
To disrupt the M&A process, for good.
Role
Who you are
- 3+ years of experience in account management, partnerships or enterprise sales
- Proven ability to grow and expand existing accounts, not just retain them
- Comfortable working with senior stakeholders in investment, strategy, innovation or policy
- Strong relationship builder with commercial instincts
- Able to navigate complex organisations and long-term sales cycles
- Analytical and curious — you enjoy understanding clients, markets and ecosystems
- Experience with CRM tools (HubSpot) and structured account planning
- Fluent in English; additional languages are a plus
What the job involves
- Grow and expand strategic accounts
- Work with a team of account managers and help Dealroom grow Net Revenue Retention by leveraging existing resources: from Marketing to Biz Dev
- Own a portfolio of key clients across VCs, corporates, public bodies and ecosystem partners
- Identify and execute expansion opportunities (new teams, use cases, geographies)
- Manage renewals and long-term account plans with a commercial mindset
- Build trusted relationships and referrals
- Develop strong relationships with senior stakeholders and decision-makers
- Work closely with partners and ecosystem actors to encourage warm introductions and referrals
- Represent Dealroom as a long-term partner within the tech ecosystem
- Leverage ecosystems to drive growth
- Use Dealroom’s ecosystem intelligence to identify local opportunities within client regions
- Help clients activate their local startup, VC and corporate networks using the platform
- Translate ecosystem insights into concrete commercial outcomes
- Act as a commercial bridge internally
- Bring structured client feedback to product and leadership
- Collaborate with BD, marketing and product teams to align on expansion strategies
- Help shape how we approach account growth as we scale globally
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
Funding (1 round)
Jan 2012
$0.5m
SEED
Total funding: $0.5m
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
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