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SRS Acquiom

SRS Acquiom is a company that specializes in providing innovative solutions for the M&A market, leveraging technology to streamline and enhance the acquisition process.

Related companies:

🏢 Businessolver
🏢 Foley Carrier Services LLC
🏢 Power Digital

Jobs at this company:

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🔥 Client Services Liaison
Posted 2024-11-23

đź“Ť Denver, CO

🧭 Full-Time

đź’¸ 57400 - 60000 USD per year

🔍 Financial services technology

  • 2-3 years of customer service experience, particularly with high net worth individuals.
  • Experience in the financial industry is required; call center experience preferred.
  • Bachelor’s degree in Business or a related field.
  • Excellent written and oral communication skills for conveying complex information.
  • Ability to prioritize multiple tasks with attention to detail in a fast-paced environment.
  • Advanced knowledge of Microsoft Office (Excel, Word) is required.
  • NetSuite experience is a plus but not required.

  • Extensive understanding of system of record (NetSuite) and how records interact.
  • Manage communications and problem resolution for shareholders through phone and email.
  • Set expectations and maintain communication with shareholders.
  • Provide exceptional service throughout the deal process.
  • Identify escalation situations and coordinate responses with other teams.
  • Prepare client correspondence and manage the internal case management system.
  • Suggest process improvements for higher customer satisfaction.
  • Ensure compliance with response times and internal policies.

Communication SkillsCustomer serviceMicrosoft OfficeAttention to detailWritten communicationDocumentationCompliance

Posted 2024-11-23
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🔥 Onboarding Associate
Posted 2024-11-07

đź“Ť CO, MN, NC

🧭 Full-Time

đź’¸ 57000 - 72500 USD per year

🔍 Financial services technology

  • 2-3 years experience in the financial industry.
  • Bachelor’s Degree preferred, or equivalent education and experience.
  • Excellent written and oral communication skills.
  • Previous experience prioritizing multiple tasks with attention to detail.
  • Advanced knowledge of Microsoft Office (Excel, Word) required; NetSuite knowledge is a plus.
  • Ability to work within deadlines.
  • Ownership of issues and follow-through to resolution.
  • Capability to work independently or within a team.
  • Strong attention to detail and analytical skills.
  • Ability to manage multiple tasks in a fast-paced environment.
  • Maintain confidentiality and integrity.

  • Act as primary point of contact for deal onboarding inquiries.
  • Communicate with M&A attorneys for post-closing follow-ups.
  • Perform wire callback verification.
  • Track transactions and assist with agreements.
  • Onboard new deals by uploading M&A documents.
  • Collect fees and funding from M&A closings.
  • Respond to client inquiries post-close.
  • Facilitate special onboarding projects.
  • Assist internal teams with deal-related tasks.
  • Complete reconciliations between systems.
  • Compile, analyze, and report to senior leadership.
  • Collaborate with internal groups on fees and wires.

Data AnalysisData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelMicrosoft Office

Posted 2024-11-07
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🔥 Loan Agency Business Development Director
Posted 2024-10-16

đź“Ť United States

🧭 Full-Time

đź’¸ $150,000 - $180,000 per year

🔍 Financial services technology

  • 5+ years of related sales experience, preferable within professional services or financial services industry.
  • Undergraduate degree or equivalent combination of training and experience required.
  • Excellent general management, analysis, and negotiation.
  • Track record of driving cross-customer relationships.
  • High energy and passion for the job.
  • Strong focus on delivery of a customer experience that consistently exceeds the customer’s expectations.

  • Support the sales strategy for loan agency and the implementation within their respective territories.
  • Successfully drive value-based sales and business development strategy & execution.
  • Assist in setting sales goals and budgets for the Loan Agency BD team.
  • Support the creation of a team environment within the BD team as well as the relationship management team for the Loan Agency Product.
  • Develop deep relationships with new clients, partners, and influencers while deepening current relationships.
  • Optimize pricing to maximize revenue in line with business and profitability objectives.
  • Work with Marketing to monitor customer, market, and competitor activity and provide feedback and insight to Regional Managing Director, Loan Agency and the Chief Marketing Officer (CMO).
  • This role will require significant travel for in-person meetings with customers, partners and to develop key relationships.

LeadershipBusiness DevelopmentBusiness developmentCommunication SkillsNegotiation

Posted 2024-10-16
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