Customer Marketing Specialist Full Time NEW

Reports To: Senior Manager of Brand & Buzz

Position Type: Full-time

Location: Boston-Based Hybrid (Tue, Wed, Thu in office / Mon & Fri WFH)

Experience: 1-2 years in B2B SaaS

Start Date: ASAP

Work Auth: Must be authorized to work in the U.S. without visa sponsorship

General Job Description

We’re hiring a Customer Marketing Specialist to help surround our customers with appreciation and recognition. This is a high-energy, relationship-first role that sits at the intersection of Marketing, Sales, and Customer Success. You’ll own the programs, experiences, and content that celebrate our customers, highlight their achievements, and show them how important they are to the DealRoom community.

In this role, you’ll help turn great customer relationships into lasting partnerships and enthusiastic advocates by consistently showing customers that their success matters. From customer spotlights and appreciation initiatives to advocacy programs and storytelling, you’ll ensure our customers feel valued, supported, and proud to be part of the DealRoom ecosystem.

The ideal candidate is outgoing, organized, and AI-savvy — someone who can build genuine relationships, manage multiple projects without dropping the ball, and find smarter, faster ways to get things done while creating meaningful moments for our customers.

Who Are We?

DealRoom is a dynamic FinTech innovator revolutionizing the Mergers & Acquisitions (M&A) landscape. We’re transforming complex financial processes with cutting-edge technology, and we’re looking for passionate trailblazers to join our high-energy team. Founded in 2012 in Chicago by former M&A advisor Kison Patel, DealRoom has grown to 50+ employees, remains self-funded, and is expanding rapidly.

Core Responsibilities

• Customer Relationships & Advocacy: Build and nurture strong, trust-based relationships with customers through consistent engagement.
• Customer Appreciation Programs: Develop and manage programs that celebrate and recognize customers, ensuring they feel valued and supported as part of the DealRoom community.
• Project & Campaign Management: Lead multiple customer marketing initiatives simultaneously, ensuring projects and campaigns are delivered on time and on budget.
• Events & Programs: Plan and execute in-person and virtual customer marketing events that deepen relationships and foster community among DealRoom customers.
• AI-Powered Workflows: Use AI tools to automate and scale workflows including milestone tracking, event follow-up, outreach, and content creation.
• Cross-Functional Work: Partner with Brand, Sales, Product, and Customer Success to amplify customer stories across the right channels

Who You Are

• Warm, outgoing, and persistent — you build genuine rapport with customers that naturally leads to advocacy and participation
• An exceptional communicator with strong written, verbal, and presentation skills who represents DealRoom professionally in every interaction
• A project management pro who plans and executes with precision — nothing falls through the cracks
• AI-fluent and proactive about finding efficiencies; you see automation as a competitive advantage
• A collaborative team player who thrives working across Sales, Marketing, Product, and Customer Success
• 1-2 years of experience in B2B SaaS marketing, customer marketing, or a related field
• Scrappy and self-directed — you take ownership and don’t wait for perfect direction

Core Competencies

This Role Will Be Evaluated Across Three Primary Competencies

Customer Relationship Building & Communication

Warm, outgoing relationship-builder who develops genuine, trust-based connections with customers. Exceptional written and verbal communicator who represents DealRoom professionally with customers and internal teams.

Superior Project Management

Plans and executes events, campaigns, and programs on time and on budget with strong organizational discipline and attention to detail.

AI Fluency & Workflow Automation

Uses AI to automate milestone tracking, event follow-up, and outreach. Proactively finds efficiencies with emerging tools.

Benefits & Culture

• Generous equity options
• 100% individual / 60% family insurance coverage
• Competitive benefits including 401(k) + matching, Healthcare, Dental, and Vision
• $500 Annual AI Stipend
• Learning & Development Support
• $300 Monthly Commute Stipend
• Boston-based hybrid model (Tue-Thu in office / Mon & Fri WFH)
• Company-paid laptop
• Opportunity to work in a fast-moving, high-growth SaaS company