Solutions Delivery Specialist

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.

About the Role

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.

About Us

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.

What You’ll Own

1-Pre-Sales Engineering (Solution Consulting)

• 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

2-Customer Onboarding & Implementation

• This is the primary focus area for the role/team
• 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.

3-Product Roadmap Collaboration

• 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.

4- Internal Enablement & Documentation

• Document onboarding processes, edge cases, and playbooks
• Contribute to internal training and knowledge sharing across Customer Success, Sales, and Product

What We're Looking For

• 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