M&A Associate - Project Management

Skills

• Project Management
• Business Development
• Account Management
• Client Relationship Management
• Microsoft Office Suite
• CRM/Pipeline Management Software (e.g., Salesforce)

Responsibilities

• Serve as the central operational hub for Mergers & Acquisitions (M&A) Tax go-to-market initiatives, with a primary focus on the successful scaling of the GenAI Research Assistant for Navigating Tax (GRANT) tool and other GenAI tools developed by the M&A Tax practice
• Manage the execution of go-to-market strategy, including identifying and qualifying potential clients, coordinating demonstrations, and managing a high-volume client opportunity pipeline
• Act as the primary project manager for the entire client onboarding process, from initial approval and contracting to final implementation, ensuring a seamless client experience
• Maintain a master tracking system to monitor client progress and provide leadership with visibility on key performance indicators for technology adoption
• Manage client relationships and communications, including follow-ups, regular check-ins, and feedback requests to drive client satisfaction and program improvement
• Collaborate with internal stakeholders, including Lead Tax Partners and support teams, to ensure the efficient and successful commercialization of M&A Tax technology

Requirements

• Minimum one year of recent experience in a role focused on project management, business development, or account management
• Bachelor's degree from an accredited college or university
• Proven experience managing client relationships, including onboarding, and supporting a portfolio of accounts or a pipeline of opportunities
• Demonstrated ability to execute and successfully achieve objectives in a dynamic, fast-paced environment with aggressive timelines
• Excellent organizational, communication, and client-facing skills with the ability to work effectively with team members, project sponsors, and senior management