DealRoom

Marketing

• Build and nurture strong, trust-based relationships with customers through consistent engagement.
• Develop and manage programs that celebrate and recognize customers, ensuring they feel valued and supported as part of the DealRoom community.
• Lead multiple customer marketing initiatives simultaneously, ensuring projects and campaigns are delivered on time and on budget.
• Plan and execute in-person and virtual customer marketing events that deepen relationships and foster community among DealRoom customers.
• Use AI tools to automate and scale workflows including milestone tracking, event follow-up, outreach, and content creation.
• Partner with Brand, Sales, Product, and Customer Success to amplify customer stories across the right channels

Customer Marketing Specialist

Business Development Rep

• Exceed Weekly Activity Goals, Monthly SQL Quota, and Quarterly Revenue Attribution Targets with urgency and consistency.
• Research and master M&A, Corporate Development and Private Equity trends to engage prospects with insight and credibility.
• Develop and manage organized prospect views in HubSpot, ensuring systematic follow-up and account penetration.
• Leverage AI-first sourcing strategies to filter signal from noise, continuously refining processes for efficiency.
• Maintain CRM hygiene obsessively, ensuring data integrity and visibility into pipeline health.
• Deploy high-volume, personalized outreach campaigns using a phone-heavy, multi-threaded, omnichannel approach to generate meetings with strategic accounts.
• Schedule high-quality meetings for Account Executives, ensuring meetings are qualified for success.
• Continuously test, analyze, and improve AI prompts, sourcing tactics, and talk tracks, applying feedback rapidly for 1% betterment.
• Actively seek feedback and adopt best practices to sharpen sales development craft and accelerate ramp.

Business Development Representative

Account Manager

• Lead the entire post-sales organization
• New customer onboarding
• The support function (AI-first strategy)
• All post-sales commercial ownership (renewals & expansion)
• Build & Develop a High-Performance CS Organization
• Recruit, hire, onboard, and develop top-tier CSMs, Account Managers, and Support professionals
• Establish performance metrics and accountability frameworks
• Create a culture of continuous coaching, mentoring, and performance improvement
• Optimize post-sales commercials
• Develop and implement structured renewal and expansion playbooks
• Track, manage, and forecast renewal and upsell opportunities
• Lead an AI-First Support & Onboarding Strategy
• Redesign onboarding to accelerate time-to-value
• Build scalable, repeatable playbooks across the customer lifecycle
• Improve CSAT through structured feedback loops
• Diagnose and report on reasons for customer churn

Director of Customer Success – Account Management

Revenue Operations

• Architect and own end-to-end GTM systems that support growth, new motions, and organizational change. Including designing workflows, lifecycle stages, ownership rules, and data constructs that translate GTM strategy into execution
• Own Lead-to-Revenue (L2R) process definition in close collaboration with Revenue and Marketing leadership, ensuring shared understanding, accountability, and consistency.
• Define and implement data standards across the GTM stack, with a strong focus on pipeline visibility and forecast accuracy
• Build and maintain reliable reporting that enables leadership to understand performance, risk, and opportunity with confidence
• Serve as the hands-on and strategic owner of HubSpot, ensuring the CRM supports clean lifecycle management, automation, reporting, and forecasting across the full funnel
• Partner with GTM leaders to enable teams on systems and processes, driving adoption, correct usage, and accountability
• Design and operationalize AI-enabled RevOps workflows where appropriate to improve efficiency, prioritization, and decision-making across signals, routing, enrichment, outbound, and forecasting support
• Continuously evaluate and evolve systems, processes, and data to ensure they remain scalable, reliable, and aligned with how DealRoom goes to market

Customer Marketing Specialist

Business Development Representative

Director of Customer Success – Account Management

Director of Revenue Operations – RevOps