The Opportunity
Dealstack is a SaaS platform that powers private equity. Private equity deal making remains manual, chaotic and backward. Our goal is to end these outdated practices and to become the new collaboration standard in the industry. Dealstack is built by PE, for PE. Founded by experienced professionals from within the industry, our solution sits at the intersection of SaaS, fintech and legaltech.
Who you are
The role presents an exciting opportunity to join a high-growth tech company delivering new innovation to a fast-moving industry. Being at the frontline, you will engage daily and serve PE lawyers, investment professionals and senior management at portfolio companies. You will have the opportunity to help shape how we do things and build the best processes and experience for onboarding and serving our clients, so that they get the best out of our products and trusted relationships are established.
What job involves
Dealstack’s growing client base requires dedicated ownership of scaling support operations. We need a liaison between customer success, product/tech to build solutions to support customer experience and drive efficiency in commercial team. A combination of customer service, customer success and account management approach, along with strong interpersonal and project management skills are must haves. Project management and strong communication skills, both written and verbal, are essential for corresponding with clients, and effectively communicating with them. Attention to detail is crucial, as even minor errors can have significant consequences. Critical thinking and problem-solving abilities are also highly valued, as you will have to find the best, and sometimes creative solutions for the diverse requirements that our clients have.
Responsibilities to include:Reactive: - Client onboarding & implementations: additional resource for client onboarding and new programme rollouts.
- Customer support: provide ongoing support, troubleshoot issues, etc.
- Customer success: maximum satisfaction and ensure retention.
Proactive: - Customer success & account management: With Head of Business Development’s support, spearhead the development of enterprise level success and account management strategy & processes: successful onboarding, sponsor hook strategy and referrals, relationship management, upselling/cross-selling, client feedback, renewals.
- Knowledge base & self-service: develop guides, FAQs, and resources to remove common queries and scale CS.
- Product/tech liaison internal and external requirements: develop good processes for gathering client feedback, work with product/tech on requirements and prioritisation (enterprise level organisation)
About us
Dealstack is on a mission to power private equity
Dealstack was founded by experienced private equity practitioners with the goal of ending the outdated deal administration practices that have plagued the industry since its inception. Manual and repetitive, these practices remain very time-consuming, costly, and error prone. We know how frustrating they can be. Yet, while we cannot remove the need for these tasks to be completed, we can equip professionals with better tools.
The design of Dealstack is fully focused on helping our old selves work faster, smoother and feel better. By engineering away the burden of deal administration, we can give way to what matters most, creating value. We want Dealstack to become a central part of the dealmaking toolkit – just as obvious as Word, Excel or PowerPoint might feel today – only 100x better!
We recognise that changing old habits can be difficult. Our aim is not to change what works and take away that precious feeling of control. We want to enhance, not replace. Evolve, not revolutionise. We know that peace of mind is central to our users. To that end, we have built Dealstack with best-in-class security, service, and user experience as our core guiding principles.
Join us!
