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Senior Account Executive

DealRoom
Boston, MA Full Time
POSTED ON 12/10/2025 CLOSED ON 1/8/2026

What are the responsibilities and job description for the Senior Account Executive position at DealRoom?

Location: Boston, MA (Hybrid 3 days/week in Office)

Department: Sales

Reports To: VP of Global Revenue

Type: Full-time

Industry: M&A Software | B2B SaaS | Corporate Development

We are looking for a Senior Account Executive experienced in managing and closing B2B SAAS sales!

Who are we?

DealRoom is a financial software company that serves corporate development, investment banking, and private equity professionals. We help M&A professionals create secure and efficient workflows to drive efficiency and better outcomes.

Where did it begin?

Founded in Chicago, DealRoom was created by a former M&A advisor, Kison Patel, who saw industry-wide technological inadequacies that prohibited deal success. He wanted to fill the gaps within the financial technology industry with a client-oriented culture.

Our Culture

At our company, you’ll see that collaboration is second nature, and you’ll be greeted by a team of incredibly smart, talented, and motivated individuals who will help you define your new best. You’ll be presented with opportunities to both personally and professionally develop your career.

What are we looking for?

As a Senior Account Executive at DealRoom, you will be responsible for managing a full sales cycle, building new customer pipelines, cultivating relationships based on providing value to prospects, and negotiating & closing new business. We’re looking for a seasoned software sales executive with experience opening enterprise accounts, driven to be a top performer in sales, highly competitive, and at the same time a consummate team player.

Responsibilities

  • Represent DealRoom, demonstrating customer focus while managing all aspects of the sales process and customer relationship from Account Planning, Lead Qualification, and Management through Negotiation and Closing.
  • Develop and grow outbound sales function
  • This is a quota carrying position
  • Prep presentation decks and hand-outs
  • Maintain a good CRM cadence and adherence. Forecast sales activity and revenue achievement in Hubspot, while creating satisfied and reference-able customers.
  • Identify and expand relationships with large enterprises. Managing complex sales cycle from business champion to C Level.
  • Work with prospective customers as a trusted advisor to deeply understand their unique company challenges and goals. Evangelize DealRoom’s solutions that will help the customer achieve their M&A goals and improve the overall process.
  • Keep abreast of the financial services industry; competitors, competitive issues and products.
  • Ability to work in a high energy, fast-paced sales environment.
  • Proficient with Google suite, Slack and Hubspot
  • Outstanding written and oral communication skills.

Who You Are

  • 5 years experience with B2B SAAS sales
  • 3 years experience in a closing role selling software
  • Uses a consultative approach to determine customer needs and establish trusting relationships with prospects. Force Management and MEDDPICC a plus!
  • Demonstrated ability to develop a territory and source opportunities
  • Excellent Sales DNA and follow a sales methodology
  • Have the drive, initiative, and personal accountability to own your results, not satisfied with the status-quo
  • Thrive in a fast-paced, high-growth, goal-oriented and rapidly evolving environment
  • Extremely competitive, have excellent communication skills, and enjoy winning as a team

Perks & Benefits

  • Unlimited PTO
  • Medical,dental, and vision insurance
  • 401k matching
  • Promotional opportunities based on performance
  • Company paid laptop
  • Great company culture

DealRoom is committed to creating and maintaining a diverse and inclusive space where our employees can thrive. We welcome all persons into the DealRoom family, embracing the diversity of racial and ethnic identity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, family status, disability, gender identity, veteran status, and any other protected status.

Salary.com Estimation for Senior Account Executive in Boston, MA
$101,703 to $127,432
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