Analyst, Corporate Development & Strategic Partnerships for portfolio company of K1 Investment Management

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers - spanning medical practices, hospitals, and health systems - and $100 million+ in annual revenue.

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 important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.

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.

• PerfectServe also received two Best in KLAS awards in 2026 - one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.

At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact - everybody at PerfectServe contributes to important work that moves the business forward.

If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!

Sourcing and relationship building

• 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

• 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

• 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

PerfectServe offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe's cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.