SRS Acquiom · 14 hours ago
Loan Agency Business Development Operations Associate
United States
Full-time
Remote
Mid Level
$85K/yr - $92K/yr
3+ years expSRS Acquiom is a company that specializes in financial services technology, focusing on M&A and loan agency transactions. They are seeking a Loan Agency Business Development Operations Associate to support the Business Development team with administrative duties, client outreach strategies, and sales data analysis.
Developer PlatformFinancial ServicesFinTechInformation Services
No H1B
Responsibilities
Support the BD team to drive significant revenue with current and prospective clients in the credit ecosystem
Manage and maintain the integrity of the Salesforce database
Develop tailored, high-value outreach and campaigns to key client segments, including attorneys, private credit funds, advisors, and investment banks
Extract and analyze data from Salesforce.com or other systems of record for the BD team
Coordinate (and attend, when appropriate) meetings and client events for the BD Team with attorneys, private credit funds, advisors, and investment banks
Qualify leads generated through the company website and marketing initiatives and work with the 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
Bachelor's Degree preferred, or equivalent combination of education, training, and experience
Proven track record supporting and driving revenue growth
Understanding of debt capital markets and private credit is a plus
Experience with Salesforce is a plus
Intermediate to advanced Excel and PowerPoint skills
Excellent verbal and written communication skills
Results-focused and highly motivated team player
Basic knowledge of sales and marketing processes
Preferred
3+ years' experience in sales/client service strongly preferred
3+ years' experience in an analytical capacity preferred
Ability to work in a high-energy team environment focused on driving revenue
Results-focused and highly motivated team player
Ability to prioritize and organize workload and manage different/strong 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
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