Boston, Massachusetts, United States · Hybrid
Job Title: Solutions Delivery Specialist Location: Boston, MA (Hybrid 3 days/week in Office) Reports To: Director of Customer Success Industry: M&A Software | B2B SaaS | Corporate Development Work Authorization Requireme…
Skills: Pre-Sales Engineering, Customer Onboarding, Implementation Scoping, Solution Consulting, Change Management
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The role focuses on managing the end-to-end customer onboarding process to ensure rapid time-to-value and high user adoption. Additionally, it involves partnering with sales for pre-sales engineering and collaborating with product teams to influence the roadmap based on customer feedback.
Candidates need 1-3 years of experience in Sales Engineering, Customer Success, or Implementation within a B2B SaaS environment. Strong communication skills and familiarity with tools like Notion and HubSpot are required, with M&A or finance knowledge being a plus.
Job Title: Solutions Delivery Specialist
Location: Boston, MA (Hybrid 3 days/week in Office)
Reports To: Director of Customer Success
Industry: M&A Software | B2B SaaS | Corporate Development
Work Authorization Requirement: Applicants must have permanent authorization to work in the United States and must not require current or future sponsorship for employment authorization. DealRoom does not sponsor or support work visas, student visas, OPT, STEM OPT, CPT, or any other temporary employment authorization programs.
We are looking for a proactive and detail-oriented Solutions Delivery Specialist to join our Solutions Delivery team. This role sits at the intersection of Sales, Customer Success, and Product and is critical to ensuring customers are set up for success from the moment they sign. You’ll join a high-impact team responsible for the most critical customer milestone, getting started successfully. Delivering smooth onboarding experiences, supporting demos and implementation scoping.
We are on a mission to disrupt M&A for good. Our software transforms how teams execute M&A and eliminates friction in the deal process, helping Corporate Development teams move faster and smarter. We’re a fast-growing, multi-product SaaS company —primarily focused on selling to financially oriented leaders in corp dev, strategy, and finance.
Partner with Account Executives to demonstrate our platform’s fit, scope implementation efforts, and deliver tailored product walkthroughs.
Act as a trusted advisor during the sales cycle, helping prospects understand the value of our solution in the context of their M&A workflows.
Work with Product team to create and maintain tailored demo environments, enabling sales & marketing
KPIs will be tied to securing vendor of choice and closed win bookings
Oversee onboarding and implementation programs that drive rapid time-to-value.
Ensure new customers are set up for success as they shift from traditional, manual M&A processes to our modern, purpose-built platform.
Work closely with Account Management to build enablement materials to reinforce post-onboarding adoption
Ensure new customers are set up for success and support change management as they shift from traditional, manual M&A processes to our modern, purpose-built platform
KPIs will be tied to renewals, days-to-implement, post go-live CSAT, and user adoption and usage.
Serve as the voice of the customer internally—synthesizing insights from onboarding and pre-sales to influence product strategy.
Partner closely with Product Management to advocate for improvements and features that will enable scalable, self-serve customer success.
Ensure product enhancements reflect real customer use cases and eliminate adoption friction over time.
Document onboarding processes, edge cases, and playbooks
Contribute to internal training and knowledge sharing across Customer Success, Sales, and Product
1–3 years in Sales Engineering, Customer Success, Implementation, or related roles in a B2B SaaS environment
Strong communication skills, including the ability to lead customer-facing calls and explain technical concepts simply
Organized, resourceful, and comfortable managing multiple onboarding engagements at once
Basic familiarity with tools like Notion, HubSpot, project tracking systems, or data-driven workflows
Familiarity with M&A, finance, or cross-functional business processes is a plus
Bonus: Experience working with technical or product teams on feedback and feature design
Bonus: Google Looker BI experience
The #1 M&A lifecycle management software for Buyer-Led M&A™.
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.
Offices: 30 Winter Street, Boston, Massachusetts, 02108, Boston, Massachusetts 02108, US
The #1 M&A lifecycle management software for Buyer-Led M&A™.
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.
Offices: 30 Winter Street, Boston, Massachusetts, 02108, Boston, Massachusetts 02108, US
