About the Job
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating importa...
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
Key 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
Advancing the pipeline
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
Partner acceleration
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
Cross-functional and investor support
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
Required Skills & Abilities
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
Experience:
2 years experience
