Founding Dealmaker, M&A, Partner Track
Clera · San Francisco
About the Role
Join an AI-powered financial services startup to lead M&A transactions while helping shape the software that supports deal execution. This senior, client-facing role combines transaction ownership with close collaboration with engineers, and includes building the initial execution team.
What You'll Do
Manage M&A engagements from mandate through closing, advising clients, negotiating with buyers, and overseeing transaction details.
Identify repeatable deal-execution tasks and turn them into clear workflows and requirements for engineers to automate.
Test and validate software on live transactions, then use the improved tools to serve more clients and manage more deals.
Build the initial execution team and help grow its capacity.
Develop client relationships, earn trust, and make sound commercial judgments throughout the deal process.
What We're Looking For
Approximately 1 to 4 years of relevant experience, including M&A execution as an investment banking Analyst or Associate.
Experience at a leading investment bank or advisory firm, followed by meaningful work at a high-growth startup, growth equity or venture capital firm, or small to midsize private equity fund.
Ownership of live M&A transactions from start to finish, including process management, client advice, negotiation, and execution.
Ability to translate recurring manual work into clear engineering requirements and assess whether software solutions work in practice.
Strong client-facing and commercial judgment, with the ability to manage relationships independently.
Interest in working closely with engineers to improve deal workflows. No specific technology stack is listed.
Compensation & Benefits
Compensation is described as exceeding your current total compensation and includes equity. No specific salary range or visa sponsorship policy is provided.
Location
On-site in San Francisco, California. New York is also listed as an acceptable work location.