Analyst, Corporate Development & Strategic Partnerships

Summary

PerfectServe is a healthcare IT company providing clinical communication and physician scheduling solutions. The Analyst will support corporate development and strategic partnerships by sourcing acquisition and partnership targets, advancing the deal pipeline, supporting diligence and live transactions, and coordinating with executives, investors, partners, and advisors.

Responsibilities

• Build and maintain a pipeline of acquisition and partnership targets across PerfectServe's core and adjacent markets through proactive, off-market outreach
• Cold call and cold email owners, founders, and executives at target companies to open relationships and gauge interest, and keep doing it even when most calls don't land
• Find opportunities that don't come through conventional channels by digging into industry forums, conferences, trade associations, and online communities where smaller or less visible companies surface
• Keep a disciplined, up-to-date view of every relationship in the pipeline: where it stands, what the next step is, and when to follow up
• Represent PerfectServe at industry events and conferences to build the relationships that turn into future deal flow
• Move prospects through the funnel: schedule and help run initial conversations, keep momentum after the first call, and know when and how to push a deal forward
• Build models and analyses to support deal screening and synergy sizing
• Support internal due diligence workstreams (commercial, financial, clinical/product, HR, technology) by organizing data requests, synthesizing findings, and flagging risks
• Draft board and investor-ready materials
• Help manage the mechanics of a live deal: data rooms, trackers, timelines, and coordination across internal and external workstreams
• Maintain a structured view of PerfectServe's partner and channel relationships, including status, next steps, and owner
• Prepare materials and briefing documents ahead of partner and leadership meetings
• Support negotiation and documentation of partnership and referral agreements in collaboration with legal and the deal team
• Help track and report on partnership performance against the commercial case that justified the relationship
• Work closely with the CEO, CSO, and functional leaders to gather input and keep strategic initiatives on track
• Prepare board and investor-ready materials, including decks, one-pagers, and financial summaries
• Serve as a reliable point of coordination between PerfectServe, K1, and outside advisors on live workstreams

Skills

• 2+ years of relevant experience, from investment banking, corporate development, sales, business development, or another role where you had to build relationships and move deals or prospects forward
• A genuine comfort with cold outreach: you don't flinch at calling someone who doesn't know you yet, and you know how to turn a first call into a second one
• A relationship-builder's instinct: you remember details about people, follow up without being asked, and build trust quickly
• Competitive, persistent, and resilient; you can make fifty calls, get told no forty-five times, and show up just as sharp on the next one
• Strong enough financial and analytical fundamentals to build a basic model or synthesize a diligence finding, with the willingness to sharpen those skills fast on the job
• Excellent written and verbal communication; you can represent PerfectServe credibly to a founder, a banker, or a board member
• Scrappy, resourceful, and low-ego: willing to do the unglamorous work because you know it's what moves the deal forward
• High motivation and a genuine hunger to learn how acquisitions and partnerships actually get built, not just modeled
• Experience or exposure to healthcare, healthcare IT, or SaaS is a plus but not required

Qualifications

Must Haves

• 2+ years of relevant experience, from investment banking, corporate development, sales, business development, or another role where you had to build relationships and move deals or prospects forward
• A genuine comfort with cold outreach: you don't flinch at calling someone who doesn't know you yet, and you know how to turn a first call into a second one
• A relationship-builder's instinct: you remember details about people, follow up without being asked, and build trust quickly
• Competitive, persistent, and resilient; you can make fifty calls, get told no forty-five times, and show up just as sharp on the next one
• Strong enough financial and analytical fundamentals to build a basic model or synthesize a diligence finding, with the willingness to sharpen those skills fast on the job
• Excellent written and verbal communication; you can represent PerfectServe credibly to a founder, a banker, or a board member
• Scrappy, resourceful, and low-ego: willing to do the unglamorous work because you know it's what moves the deal forward
• High motivation and a genuine hunger to learn how acquisitions and partnerships actually get built, not just modeled

Nice to Haves

• Experience or exposure to healthcare, healthcare IT, or SaaS is a plus but not required

Benefits

• Competitive base salary plus a performance bonus structure
• Remote first work environment
• Health, Dental, Vision, Life and Disability Insurance options available day one.
• 401K - with match and immediately vested.
• 17 company holidays, 2 floating holidays plus competitive paid time off policy
• Internal Advancement Opportunities