Scaled Account Manager

DealRoom Inc • Boston, MA

2d • Hybrid

About The Position

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.

Requirements

• 1-3 years of experience in a customer-facing role such as Customer Success, Account Management, Sales, Consulting, Customer Support, or Business Development.
• Highly organized and can effectively manage high volumes of work and multiple competing priorities.
• Comfortable owning business outcomes and being accountable for performance metrics.
• Excellent communicator who can build trust and credibility with customers.
• Naturally curious and enjoy becoming an expert in new products, industries, and business challenges.
• Proactive, resourceful, and willing to figure things out when answers are not immediately available.
• Enjoy improving processes and finding scalable solutions to recurring challenges.
• Thrive in collaborative environments and value teamwork, accountability, and continuous learning.

Nice To Haves

• 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.

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.

Benefits

• 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
• Company paid laptop

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed