Sales Operations Associate (West Coast)

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

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 

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 timezone, within the San Francisco area preferred  

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/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.