Senior Account Manager

Location: San Francisco, CA



DealCloud is looking for a Strategic Account Manager to cultivate and grow its existing client base. In this role you will identify new opportunities while maximizing customer benefit and adoption of our software platform. The Strategic Account Manager will be responsible for fostering long-term relationships, procuring associated renewals, and turning critically important accounts into deeply engaged, strategic partners. Joining DealCloud will give new team members an opportunity to work with a very talented leadership team of executives with backgrounds that include leading Wall St. firms.


DealCloud is revolutionizing the private capital markets around the world with data, transparency, great product and great service. We’ve already made huge strides, but we’re just getting started!

What you’ll do:
  • Own overall relationship with assigned clients, which include: Increasing adoption, ensuring retention, and satisfaction.
  • Establish a trusted/strategic advisor relationship with each assigned client and drive continued value of our products and services.
  • Managing the entire sales life-cycle of transactions to ensure visibility into and predictability of the lead-to-close process.
  • Acting as a representative to maintain positive relationships with all employees, customers, partners, and shareholders.
  • Work to identify and/or develop upsell opportunities.
  • Work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals.
  • Providing timely and positive resolution of escalated sales-related issues.
  • Communicating with key customers, business partners and executives on significant issues and accomplishments.



What you’ll get:

  • Competitive compensation
  • Challenging and rewarding work
  • Generous benefits package
  • An incredible team of smart and mission-driven people to work with



What you’ll need:

  • Minimum 5+ years of account management experience in software industry.
  • Strong interpersonal communication skills and ability to achieve set goals and deadlines.
  • Natural leadership skills, and ability to mobilize people towards a goal.
  • Ability to pick up new technologies easily.
  • Good understanding of Excel, financial modeling and financial reporting.
  • Experience with Salesforce or other platforms.
  • Prior experience in closing sales deals at the executive level a plus.
  • Knowledge of the private equity and financial services market preferred.


About DealCloud

We are the premier platform for deal professionals in the private capital markets. DealCloud’s deal pipeline and relationship management platform provides an unparalleled environment for managing a robust business development and deal sourcing strategy. DealCloud’s industry-specific capabilities include deal management, portfolio management, fundraising, and investor relations management and reporting.


DealCloud was built by Deal professionals to specifically address the day-to-day information management challenges encountered by professionals in this end-market. The platform is supported by a team of dedicated former deal professionals that have a deep understanding of industry-savvy client service.


Delivered as a web-based Cloud platform, DealCloud is deployed rapidly and can be easily maintained across a global network of users. The built-in customization environment enables users to leverage tailored dashboards that meet their individual needs. The platform seamlessly integrates with Microsoft Office for an intuitive user experience supported by robust reporting.


Are you intensely driven, smart and results focused? Do you thrive in a collaborative team environment? We want to talk to you!



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