Founding Dealmaker, M&A, Partner Track

Clera
San Francisco, CA
On-site

Who this role is best for

Strong fit for candidates with M&A execution experience who can bridge finance and software development, working in on-site roles with a partner-track trajectory.

Best fit for

  • Candidates with M&A execution experience and a background in high-growth startups or private equity
    — “Typically, one to two years in banking followed by meaningful experience at a high-growth startup, growth equity or venture capital firm, or small to midsize private equity fund.”
  • Individuals who have led live M&A transactions and demonstrated client advisory skills
    — “Ownership of live M&A transactions, including process management, client advisory, negotiation, and execution.”
  • Professionals capable of translating manual deal tasks into automation requirements
    — “Ability to translate recurring manual work into clear software requirements and assess whether the resulting tools work in practice.”

Things to consider

  • On-site presence in San Francisco or New York is required despite potential remote flexibility
    — “On-site in San Francisco, California. New York is also listed as a work location.”
  • The role may involve a long-term commitment due to equity-based compensation structure
    — “Compensation is described as exceeding current earnings and includes significant equity.”

How to stand out

  • Highlight experience leading full-cycle M&A deals and client relationship management
    — “Lead M&A transactions from mandate through closing, including client advice, process management, buyer negotiations, and execution details.”
  • Demonstrate ability to identify automation opportunities within M&A workflows
    — “Work with engineers to identify repeatable deal tasks, define automation requirements, and validate new workflows on live transactions.”
Pace · Fast PacedCollaboration · HighAutonomy · HighDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • lead M&A transactions
  • build client relationships
  • work with engineers to automate deal tasks
Typical background
1-4 years of experience in M&A execution

Skills & requirements

Required

M&A ExecutionClient RelationshipsProcess ManagementNegotiationSoftware Requirements

Preferred

Investment BankingVenture CapitalPrivate Equity

About the role

Original posting from Clera via Ashby

ABOUT THE ROLE

Join an AI-powered investment banking team as a founding M&A dealmaker. You will lead live transactions while working with engineers to turn manual deal execution into scalable software workflows.

WHAT YOU'LL DO

  • Lead M&A transactions from mandate through closing, including client advice, process management, buyer negotiations, and execution details.
  • Work with engineers to identify repeatable deal tasks, define automation requirements, and validate new workflows on live transactions.
  • Build client relationships, advise clients, and take on more deals as software supports execution.
  • Help hire and build the initial deal execution team.

WHAT WE'RE LOOKING FOR

  • One to four years of experience, with M&A execution experience as an Analyst or Associate at a leading investment bank or advisory firm.
  • Typically, one to two years in banking followed by meaningful experience at a high-growth startup, growth equity or venture capital firm, or small to midsize private equity fund.
  • Ownership of live M&A transactions, including process management, client advisory, negotiation, and execution.
  • Strong commercial judgment and client-facing skills, with the ability to earn trust and manage relationships independently.
  • Ability to translate recurring manual work into clear software requirements and assess whether the resulting tools work in practice.

COMPENSATION & BENEFITS

Compensation is described as exceeding current earnings and includes significant equity. No specific salary range or visa sponsorship policy was provided.

LOCATION

On-site in San Francisco, California. New York is also listed as a work location.

Source: Clera careers (Ashby)

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