Sr. Mergers & Acquisitions Training & Quality Specialist

Benchmark International is seeking an experienced Senior Mergers & Acquisitions (M&A) Training & Quality Specialist to strengthen Transaction Support (deal preparation) capabilities across our USoffices by providing practical training, subject-matter expertise, technology adoption, and qualityoversight. This senior individual contributor will assess learning needs, guide and validate training content,facilitate training, and reinforce adoption through coaching and follow-up. The role will also champion the effective use of Salesforce, AI, and other technologies; establish best practices; and conduct targeted quality-control reviews of confidential information memorandums (CIMs) and related work products. Insights from these activities will be used to identify recurring issues and inform future training and process improvements. The specialist will partner with Operations leadership, Transaction Support leaders, and otherstakeholders to translate business needs, process changes, quality trends, and technologydevelopments into scalable learning solutions and consistent standards. Job Responsibilities Serve as a Transaction Support subject matter expert in financial analysis, business writing,CIM development, processes, systems, and best practices.Assess training needs and partner with Operations and Transaction Support leaders toprioritize skill gaps and development opportunities.Translate complex M&A, financial, operational, and process topics into clear, practicallearning experiences.Conduct targeted quality control (QC) reviews of CIMs and related work products to promotequality, accuracy, and uniformity across offices; provide actionable feedback, leverage AI toenhance review efficiency, and use recurring findings to identify training and process-improvement opportunities.Champion responsible use of AI and technology by evaluating tools, identifying practicalapplications, establishing guardrails, and supporting adoption.Host recurring meetings with US Transaction Support teams to share best practices, addresschallenges, communicate updates, and promote consistency across offices.Guide, review, and maintain training materials, presentations, facilitator guides, job aids,exercises, and assessments.Facilitate group, virtual, and individual training for employees at varying experience levelsand reinforce learning through coaching and follow-up.Maintain training standards, content governance, version control, and current, scalablelearning resources.Promote effective use of Salesforce, including data quality, reporting, workflow adherence,system best practices, and user adoption.Compile and analyze Transaction Support KPIs, training outcomes, and quality trends, andcommunicate key findings and recommendations to management.Support continuous improvement initiatives related to training, technology, quality,reporting, and Transaction Support processes.Follow organizational policies, contribute to departmental and company goals, and performother duties as assigned. Qualifications & Requirements Bachelor’s degree in finance, accounting, business, communications, or a related fieldpreferred; equivalent relevant experience may be considered.5+ years of relevant experience in M&A, Transaction Support, financial analysis, or a relatedfield; prior M&A or Transaction Support experience is strongly preferred.Proficiency in Microsoft Excel, including formulas, data analysis, and reporting.Experience assessing learning needs and developing, facilitating, and improving training foradult learners.Strong presentation, meeting facilitation, and coaching skills, with the ability to explaincomplex topics clearly and engage employees across multiple offices and experience levels.Ability to develop and review practical, engaging training materials and learning resources.Strong Salesforce experience, including platform navigation, reporting, data quality,workflow support, and user guidance.Comfort with AI, emerging technology, and digital learning tools, including testingcapabilities, identifying practical applications, establishing responsible-use practices, andsupporting adoption.Strong business and financial acumen, including the ability to analyze financial andoperational information for presentation in M&A marketing materials.Ability to read and interpret financial statements, tax returns, and supporting financialdocumentation.Excellent verbal and written communication skills, including professional business writingand editing.Demonstrated ability to review financial and narrative work products with accuracy, soundjudgment, and attention to detail.Strong analytical, problem-solving, and interpersonal skills, including the ability to identifytrends, recommend practical solutions, provide constructive feedback, and influence withoutdirect authority.Ability to quickly understand diverse businesses, industries, operating models, processes, andlearner needs.Ability to manage multiple priorities, independently lead projects, meet deadlines, andmaintain accuracy in a fast-paced environment.Advanced proficiency in Microsoft PowerPoint, Excel, and Word; experience with learningmanagement systems, content-authoring tools, collaboration platforms, or AI-enabledproductivity tools is preferred.Ability to travel by plane and automobile as business needs require; no personal history ofenforcement actions by the U.S. Securities and Exchange Commission, FINRA, or any statesecurities regulatory body.Ability to work in the office every day as this is not a remote or hybrid position.Professional dress attire is required. Salary Annual salary range: $70,000–$85,000, commensurate with experience. Benefits All Benchmark International positions offer paid time off, standard holidays, birthday holidays, andcommunity service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts. Social Responsibility Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community. About Benchmark International Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service. Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers—whether local or international—through a combination of proprietary databases, deep market insight, and strategic outreach. We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story. Join us and be part of the next generation of leaders redefining M&A excellence. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported. Benchmark International cannot sponsor work visas for candidates.