Sales Operations Associate (West Coast)

About the role

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.

Primary 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
• Cook up and analyze account performance
• Collaborate closely with peers to develop best practices
• Contribute to team goals and work on special projects

Required Qualifications & Skills

• 3+ years’ experience in sales support/client service
• 3+ years’ experience in an analytical capacity
• Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
• 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
• Results-focused and highly internally motivated team player
• Experience with Salesforce and NetSuite
• Intermediate to advanced Excel skills
• Ability to prioritize and multi-task across many projects
• Proven experience working well with a variety of differing personalities
• Excellent verbal and written communication skills