Client Success Associate

The Opportunity

Dealstack is a SaaS platform that powers private equity. Deal making in PE remains manual, chaotic and backward, and our goal is to end these outdated practices and become the new collaboration standard in the industry. Built by PE, for PE, our solution sits at the intersection of SaaS, fintech and legaltech. Our first product went live in 2023 and we have launched several more since, creating a multi-use case operating system for private equity.
Following strong commercial traction from leading industry players, we are building out our Client Success function in Bulgaria. We are looking for a proactive, detail-oriented individual to support our clients across their day-to-day use of Dealstack and to help deliver the onboarding of new investment programmes onto the platform. You will be at the frontline of client interaction, supporting investment professionals, lawyers and portfolio company teams, while also working behind the scenes to get their schemes set up correctly and on time. It is a broad role with real ownership from day one and plenty of room to grow as we expand the team in Bulgaria.

Who you are

We are looking for a proactive, detail-oriented individual with university degree to support our clients across their day-to-day use of Dealstack and to help deliver the onboarding of new investment programmes onto the platform. What we are looking for is five key competencies: Systematic, builder, commercial drive, engaging and coachable.

What job involves

Responsibilities

Client support‍

• Act as a first point of contact for client queries, requests and technical issues, resolving them promptly or escalating where needed.
• Help users access and navigate the platform, troubleshooting problems and unblocking them efficiently.
• Support clients with executing workflows on the platform and generating status reports, building trusted relationships with them.
• Monitor user activity and flag opportunities to improve the user experience, supporting customer satisfaction and retention.

Onboarding delivery

• Prepare, check and upload client data to the platform, including share registers, participant details and transaction records.
• Configure new investment programmes and carry out quality checks before go-live.
• Support onboarding calls and chase outstanding information from clients and their advisers.
• Keep onboarding trackers and internal documentation up to date so the wider team has clear visibility of progress.

Across the team

• Collaborate closely with the commercial and product teams to relay client feedback and drive improvements.
• Contribute to building scalable, efficient support and onboarding processes as we continue to grow.

Desirable skills

Skills & competencies

• Strong attention to detail. The data you handle drives our clients’ reporting, so accuracy matters.
• Strong problem-solving skills and a structured approach to resolving issues.
• Clear and confident written and verbal communication in English, including with stakeholders at private equity firms, legal firms and portfolio companies.
• Customer-focused, with the confidence to deal directly with professional clients.
• Comfortable managing multiple priorities in a fast-paced environment.
• Confident working with data in Excel.
• Tech-savvy and quick to learn new systems and workflows.
• A team player with the desire and ability to thrive in a fast-moving environment and feel comfortable working in a young company.

Skills & competencies

• 1–3 years’ experience in customer support, client service or operations, ideally at a B2B SaaS, fintech or professional services company.
• Fluent written and spoken English.
• Experience working alongside private equity, financial services or legal services is an advantage.
• University degree.

Why us?

Following strong commercial traction from leading industry players, we are building out our Client Success function in Bulgaria. We are looking for a proactive, detail-oriented individual to support our clients across their day-to-day use of Dealstack and to help deliver the onboarding of new investment programmes onto the platform. You will be at the frontline of client interaction, supporting investment professionals, lawyers and portfolio company teams, while also working behind the scenes to get their schemes set up correctly and on time. It is a broad role with real ownership from day one and plenty of room to grow as we expand the team in Bulgaria.

Work arrangement

• This is a flexible Bulgaria-based position requiring 2 days per week in the office in Sofia
• You can choose to work remotely outside of this and will work closely with our team in London

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!