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
Wellesley, Massachusetts, United States · On-site
$49k–$66k/yr
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government pr…
Skills: Problem-solving, Multi-tasking, Verbal communication, Written communication, Customer service
Boston, Massachusetts, United States · Hybrid
$156k–$234k/yr
Job Description General Summary: The Associate Director, FP&A is a leader in Vertex's finance business partnering organization, providing financial direction and strategic insight to the key functional leaders. This role…
Skills: Financial Planning & Analysis, Business Partnering, Strategic Decision Support, Budgeting, Forecasting
Bridgewater, Massachusetts, United States · Hybrid
$25/hr–$44/hr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Boston, Massachusetts, United States · Hybrid
$72k–$141k/yr
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring …
Skills: Commercial Insurance Distribution, Agency Management, Sales Execution, Territory Management, Pipeline Management
Quincy, Massachusetts, United States · On-site
$41k–$44k/yr
Why Arbella? At Arbella, we’re focused on people. We work hard to attract and retain the best. That means providing a great work environment, encouraging work/life balance, offering flexible work arrangements, and compet…
Skills: MS Office, Multi-tasking, Organizational Skills, Attention To Detail, Customer Service
Boston, Massachusetts, United States · Hybrid
$188k–$248k/yr
Managing Partner, Consulting — Gartner At Gartner, we guide the leaders who shape the world, equipping them with indispensable insights, advice, and tools to achieve mission‑critical priorities. Gartner Consulting is whe…
Skills: IT Strategy, Consulting, Cloud Strategy, Data Analytics, Cybersecurity
Los Angeles, California, United States · On-site
$85k–$116k/yr
Paul Hastings is a leading international law firm that provides innovative legal solutions to many of the world's top financial institutions and Fortune Global 500 companies. With a strong presence throughout the U.S., A…
Skills: Analytical Skills, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Project Management
Chicago, Illinois, United States · On-site
$86k–$102k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Corporate Trust, Investment Instruments, Account Management, Trust Operations, Project Management
Chicago, Illinois, United States · On-site
$137k–$240k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Program Management, Project Management, Strategic Transformation, Stakeholder Management, Risk Management
Chicago, Illinois, United States · On-site
$83k–$141k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Business Analysis, Requirements Gathering, Process Analysis, Operating Model Design, Stakeholder Management
Toronto, Ontario, Canada · Hybrid
$93k–$143k/yr
As a member of the US FSSC, the Manager Financial Systems & Control will report to the Director, Financial Processes & Controls, and plays a critical role in supporting the development, validation, and operational execut…
Skills: Accounting Model Development, Financial Reporting, Data Processing, General Ledger Management, Model Testing & Validation
Auburn, Massachusetts, United States · On-site
$24/hr–$33/hr
Work Location: Auburn, Massachusetts, United States of America Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities…
Skills: Customer Service, Sales, Coaching, Leadership, Communication
Andover, Massachusetts, United States · On-site
$77k–$94k/yr
#ChangeMakers Ready to make an impact? We develop, manufacture, and supply dental implants, clear aligners, instruments, CADCAM prosthetics and biomaterials for use in esthetic dentistry, tooth replacement and restoratio…
Skills: Cost Accounting, Inventory Valuation, SAP, Financial Reporting, Variance Analysis
Boston, Massachusetts, United States · On-site
$100k–$120k/yr
State of Location: Massachusetts Position Summary: Join Ivy Rehab’s dedicated team where you’re not just an employee, but a valued teammate! Together, we provide world-class care in physical therapy, occupational therapy…
Skills: Clinic Management, Leadership, Recruiting, Financial Management, Community Outreach
Boston, Massachusetts, United States · Hybrid
$91k–$146k/yr
Work Location: Boston, Massachusetts, United States of America Hours: 40 Pay Details: $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunit…
Skills: Digital Sales Strategy, Performance Forecasting, KPI Analysis, Conversion Rate Optimization, SEO
Boston, Massachusetts, United States · Hybrid
$143k–$239k/yr
Overview: Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and…
Skills: Commercial Portfolio Management, Financial Analysis, Credit Principles, Relationship Management, Business Development
Sudbury, Massachusetts, United States · On-site
$24/hr–$33/hr
Work Location: Sudbury, Massachusetts, United States of America Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunitie…
Skills: Team Leadership, Operational Excellence, Risk Management, Customer Relationship Management, Sales Strategy
Boston, Massachusetts, United States · On-site
$130k–$161k/yr
Job Title: Senior Analyst - Trustee Reporting and Controls Location: Houston, TX What you'll do: As a Senior Analyst - Trustee Reporting and Controls you'll play a critical role in supporting the Corporate Trust business…
Skills: Data Analytics, Data Management, SQL, Excel, Tableau
Hyannis, Massachusetts, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Security Patrols, Incident Reporting, Emergency Notification, Conflict Mediation, Active Listening
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
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
Based on 3743 listings with disclosed salaries, most finance & accounting jobs in Massachusetts pay between $74k–$195k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 5,476 open finance & accounting positions in Massachusetts listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include State Street, Bank of America, TD, MassDEP, Harvard Division of Medical Sciences, among others. Browse the listings above to see every active employer.
Yes — 2504 of the 5476 open finance & accounting positions offer remote or hybrid work (460 remote, 2044 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
