Sales Operations Associate (West Coast)

Sales Operations Associate (West Coast) 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 startA 401(k) with a 4% company match to keep your future on trackDiscretionary time off - take the time you need, when you need itEmployer-paid life insurance, with the option to add extra coverage for peace of mindEmployee Assistance Programs for confidential support when life gets complicatedDiscounted pet insurance (because furry family members count, too)A fitness credit to back your health and wellness goalsPre-tax plans for dependent care, transportation, and flexible spendingPosition 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 timezoneSalary: $85k - $92k, depending on experiencePrimary ResponsibilitiesSupport BD team to drive significant revenue with current and prospective clients in the M&A ecosystemManage and maintain the integrity of the Salesforce databaseDevelop tailored, high-value outreach and campaigns to key client segments, including M&A attorneys, VC and PE investors and corporate acquirersExtract and analyze data from Salesforce.com or other systems of record for BD teamCoordinate (and attend, when appropriate) meetings and client events for the BD Team with M&A attorneys, VC and PE investors and corporate acquirersQualify leads generated through company website and marketing initiatives and work with BD team to manage targeted follow upAssist in scheduling product demonstrations and client presentations and manage all follow-upIdentify trends in the data, suggest tactical approaches to improve current plans and take advantage of trendsPrepare and analyze account performanceCollaborate closely with peers to develop best practicesContribute to team goals and work on special projectsOther duties as assignedRequired Qualifications & Skills:3+ years' experience in sales support/client service3+ years' experience in an analytical capacityBachelor's Degree preferred, or equivalent combination of education, training, and experienceAbility to work in a high energy team environment while remaining focused on driving revenueProven track record supporting and driving revenue growthOperates with highest integrity and attention to detailPassionate about efficient, scalable business processesAbility to prioritize and multi-task across many projectsResults-focused and highly internally motivated team playerExperience with Salesforce and NetSuiteIntermediate to advanced Excel skillsAbility to prioritize and organize workload effectivelyProven experience working well with a variety of differing personalitiesAbility to communicate effectively with all levels of company staff and coordinate a wide range of internal and external activitiesExcellent verbal and written communication skillsPreferred Requirements:Understanding of M&A and corporate legal environmentBasic knowledge of sales and marketing processesDesired Characteristics:Self-motivatedIntellectually curiousCollaborativeAmiablePhysical 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.