SRS Acquiom · 5 hours ago
Business Development Operations Associate
United States
Full-time
Remote
Mid Level
$85K/yr - $92K/yr
3+ years expSRS Acquiom is a company that has redefined financial services technology, focusing on M&A and loan agency transactions. They are seeking a Business Development Operations Associate to support their Global Business Development team by managing administrative duties, tracking metrics, and enhancing client relationships to generate additional revenue.
Developer PlatformFinancial ServicesFinTechInformation Services
No H1B
U.S. Citizen Only
Responsibilities
Support BD team to drive significant revenue with current and prospective clients in the M&A ecosystem
Manage and maintain the integrity of the Salesforce database
Develop tailored, high-value outreach and campaigns to key client segments, including M&A attorneys, VC and PE investors and corporate acquirers
Extract and analyze data from Salesforce.com or other systems of record for BD team
Coordinate (and attend, when appropriate) meetings and client events for the BD Team with M&A attorneys, VC and PE investors and corporate acquirers
Qualify leads generated through company website and marketing initiatives and work with BD team to manage targeted follow up
Assist in scheduling product demonstrations and client presentations and manage all follow-up
Identify trends in the data, suggest tactical approaches to improve current plans and take advantage of trends
Prepare and analyze account performance
Collaborate closely with peers to develop best practices
Contribute to team goals and work on special projects
Other duties as assigned
Qualification
Required
3+ years' experience in sales/client service
3+ years' experience in an analytical capacity
Ability to work in a high energy team environment while remaining focused on driving revenue
Proven track record supporting and driving revenue growth
Operates with highest integrity and attention to detail
Passionate about efficient, scalable business processes
Ability to prioritize and multi-task across many projects
Results-focused and highly internally motivated team player
Experience with Salesforce and NetSuite
Intermediate to advanced Excel skills
Ability to prioritize and organize workload effectively
Proven experience working well with a variety of differing personalities
Ability to communicate effectively with all levels of company staff and coordinate a wide range of internal and external activities
Excellent verbal and written communication skills
Preferred
Understanding of M&A and corporate legal environment
Basic knowledge of sales and marketing processes
Benefits
Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer‑paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance (because furry family members count, too)
A fitness credit to back your health and wellness goals
Pre‑tax plans for dependent care, transportation, and flexible spending
Company
SRS Acquiom
SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$6M2018-11-13Acquired
2014-08-14Series A· $6M
Leadership Team
Paul Koenig
Founder and CEO
Mark Vogel
Co-Founder and Executive Chairman
Recent News
2026-01-23
AltAssets Private Equity News
2026-01-23
Company data provided by crunchbase