Remote Mergers and Acquisitions Sales Associate

Summary

Join our dynamic team as an M&A Sales Associate, where you'll drive our M&A initiatives by facilitating deals with C-suite professionals. With a focus on qualitative insights and relationship management, this role requires strong business and sales acumen, client-centered mindset, and collaborative spirit.

Requirements

• Bachelor's degree in Business, Economics, Finance or related field. MBA is a plus
• 2-4 years minimum of proven business and sales acumen with a record of accomplishment of closing deals in M&A, Investment Banking, or other client-facing roles
• Strong understanding of financial metrics, including EBITDA evaluation methodologies
• FINRA licensed or willing to obtain necessary licensing
• Proficient in Microsoft Office, Excel, PowerPoint and CRM management
• Exceptional communication and interpersonal skills with a demonstrated ability to engage with C-Suite executives
• A high level of attention to detail
• Mature and professional demeanor, with the ability to handle sensitive client interactions
• Collaborative mindset with strong leadership qualities and the ability to work effectively in a team environment
• Adept at managing multiple projects and completing deliverables on schedule
• Self-motivated while working remotely in a fast-paced and rigorous environment

Responsibilities

• Manage the entire M&A deal process from initial outreach to deal closure, with an emphasis on qualitative data and analysis and relationship building, rather than purely quantitative analysis
• Ensure timely communication and updates with clients and internal stakeholders
• Conduct thorough due diligence and financial analysis, including a solid understanding of EBITDA and company valuations
• Develop and maintain strong relationships with clients, demonstrating a keen understanding of their industries, needs and objectives
• Meet key performance indicators (KPIs) related to deal flow, client engagement, and revenue generation to ensure individual and team success
• Collaborate with cross functional teams to facilitate deal execution and integrate insights from various industry sectors
• Continuously seek to learn about evolving business landscapes and market trends to provide informed guidance to clients
• Maintain and manage CRM systems to track deal flow, client interactions, and performance metrics
• Contribute to the development of initiatives and leadership within the team
• Mentor and support junior team members, fostering their professional growth
• Minimal travel may be required for conference attendance, client meetings and company events