Solutions Delivery Specialist

DealRoom Inc • Boston, MA

13d • Hybrid

About The Position

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.
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.

Requirements

• 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
• Applicants must be legally authorized to work in the United States without the need for current or future sponsorship for employment visa status (including, but not limited to, H-1B, TN, O-1, and other non-immigrant classifications).

Nice To Haves

• Familiarity with M&A, finance, or cross-functional business processes is a plus
• Experience working with technical or product teams on feedback and feature design
• Google Looker BI experience

Responsibilities

• Pre-Sales Engineering (Solution Consulting)
• Customer Onboarding & Implementation
• Product Roadmap Collaboration
• Internal Enablement & Documentation

What This Job Offers

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