Poe Group Advisors · 5 hours ago
Buyer Administrator
Charleston, SC
Full-time
Hybrid
Mid Level
$55K/yr - $65K/yr
3+ years expPoe Group Advisors is seeking a Buyer Administrator to enhance deal execution and client experience. The role involves managing deal flow, supporting brokers, and coordinating various aspects of buyer and seller interactions to ensure efficient operations within the brokerage team.
AccountingConsulting
Responsibilities
Research and identify potential buyers using LinkedIn and other tools
Conduct buyer outreach and initial screening
Collect and organize buyer feedback throughout the process
Present qualified buyers to sellers via Basecamp
Collect NDAs and financial documentation from buyers
Schedule and coordinate buyer/seller calls and meetings
Participate in client onboarding Zoom meetings with brokers and sellers to capture notes, context, and next steps
Set up and maintain deal records in HubSpot and Basecamp
Create draft client profiles and listing materials including P&L and graph creation
Manage deal progression through HubSpot and Basecamp workflows
Draft and refine website and listing language and post to the website
Post deals to affiliate and partner sites as needed
Launch and track quick email campaigns and light marketing efforts
Coordinate and monitor marketing initiatives such as postcards or targeted outreach
Track deal elements such as earnouts and milestones
Follow up with brokers and internal team members on outstanding seller or deal-related tasks
Maintain accurate seller and buyer contact records and deal data
Coordinate closing logistics and ensure deal records are fully completed
Send closing gifts and final communications
Close out deal records and ensure all documentation is properly stored
Identify our process improvement/efficiency opportunities and create plans to implement with the team
Qualification
Required
3+ years of experience in an administrative, operations, client coordination, banking, real estate, brokerage, or professional services role
Strong organizational skills with the ability to manage multiple projects simultaneously
Experience using CRM systems (HubSpot preferred) and project management tools (Basecamp/Asana preferred)
Excellent written and verbal communication skills
Comfort conducting research and outreach (LinkedIn, email, online tools)
High attention to detail and follow-through
Ability to work independently while collaborating closely with brokers and internal team members
Preferred
Prior exposure to M&A, business brokerage, real estate transactions, banking or financial services is a plus, but not required
Benefits
Subsidized health insurance
401k program after 1 year of employment
Flexible PTO program
Hybrid working schedule
Company
Poe Group Advisors
Poe Group Advisors is the premier accounting practice intermediary firm specializes in facilitatingof accounting practices.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Carol Poe
Chief Operating Officer
Brannon Poe
Founder
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