
M&A Operations Coordinator
1 week ago
We are seeking a highly organized and detail-oriented professional to assist the Director of M&A Operations with various administrative and operational tasks. This full-time role is essential to ensure smooth operations and supporting key M&A processes.
Key Responsibilities:- Salesforce Management: Utilize Salesforce to screen new account funnel additions for alignment with our investment criteria.
- Reporting: Prepare monthly and weekly BD recognition reports in Salesforce and compile quarterly board reports. Develop advanced, comprehensive dashboards and reports to monitor both historical trends and real-time funnel activity.
- Presentation Preparation: Assist with the preparation of PowerPoint presentations for executive meetings.
- Commissions Review: Conduct initial review of submitted commissions for accuracy and completeness.
- Survey Support: Assist with surveys, including design, distribution, and analysis.
- Ad Hoc Project: Provide support on miscellaneous administrative tasks as assigned.
Note: The above responsibilities are subject to change based on priorities and organizational needs.
Required Skills & Qualifications:- A minimum of 2 years of experience with Salesforce, including creating formulaic and advanced custom reports.
- Proficiency in Advanced Excel and PowerPoint.
- Mature business acumen, confidence, and strong interpersonal capabilities.
- Effective time management skills with the ability to prioritize and manage multiple tasks.
- Ability to take initiative to identify opportunities and address challenges.
- Strong organizational and analytical skills with attention to detail.
- Comfortable working Eastern Time (ET) hours effectively.
- Strong communication skills and a proactive approach to task management.
This role is ideal for someone looking to make an impact in M&A operations by leveraging their Salesforce expertise and advanced technical skills.
Benefits Include:
- Market-leading Salary
- Medical Coverage – Self & Dependents
- Parents Medical Coverage
- Provident Fund
- Employee Performance-based bonuses
- Home Internet Subsidy
- Conveyance Allowance
- Profit Sharing Plan [Tenured Employees Only]
- Life Benefit
- Child Care Facility
- Company Provided Lunch/Dinner
- Professional Development Budget
- Recreational area for in-house games
- Sporadic On-shore training opportunities
- Friendly work environment
- Leave Encashment
About Us
We are a dedicated global centre serving over 150 divisional and corporate departments. Our employees play a crucial role in implementing, supporting, extending, enhancing, and renewing enterprise systems that run thousands of medium and large businesses, as well as public institutions globally.
We Emphasize Inclusivity
We actively encourage qualified individuals with special needs to apply for various openings within our company. We provide reasonable accommodations and extend our commitment to promoting inclusivity. Your unique talents and abilities are valued here.
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