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Solutions Delivery Specialist
DealRoomSolutions Delivery Specialist ensuring customer onboarding success in a fast-growing B2B SaaS company. Collaborating with sales and product teams to integrate customer feedback into solutions.
About the role
Key responsibilities & impact- 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
- 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.
- Serve as the voice of the customer internally—synthesizing insights from onboarding and pre-sales to influence product strategy.
- Document onboarding processes, edge cases, and playbooks.
Requirements
What you’ll need- 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
Benefits
Comp & perks- 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.
ATS Keywords
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Soft Skills
OrganizedResourceful