Sales Operations Associate (West Coast)

About SRS Acquiom

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.

A few benefits our employees enjoy

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

Position Summary

SRS Acquiom is recruiting a Sales Operations Associate to join our Global Business Development team. The role of the Sales Ops Associate is to support Business Development team members, primarily by completing administrative duties, tracking metrics, and completing ad hoc projects.

This individual, under general direction, will assist with client outreach strategies, provide targeted analysis of sales data and prospective clients, and assist the team in enhancing client relationships and ultimately generating additional revenue.

Location: Remote within the Pacific & Mountain timezones

Salary: $85k - $92k, depending on experience

Primary Responsibilities

This role provides tactical support of Business Development representatives in the West territory. Under general direction, the Sales Operations Associate will play a key role in supporting the Business Development team in the following ways:

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

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

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 Requirements:

Understanding of M&A and corporate legal environment

Basic knowledge of sales and marketing processes

Desired Characteristics:

Self-motivated

Intellectually curious

Collaborative

Amiable

Physical Requirements/Special Demands:

Must be available to work standard business hours.

Travel may be necessary and may not be scheduled in advance.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.