
M&A Coordinator
7 days ago
The role of an M&A Operations Coordinator is a vital part of ensuring the smooth functioning of various administrative and operational tasks. This full-time position, essential for supporting key M&A processes, requires an organized and detail-oriented individual.
This professional will be responsible for using Salesforce to screen new account funnel additions for alignment with our investment criteria. Additionally, they will prepare monthly and weekly BD recognition reports in Salesforce and compile quarterly board reports.
They will also develop advanced, comprehensive dashboards and reports to monitor both historical trends and real-time funnel activity. Furthermore, they will assist with the preparation of PowerPoint presentations for monthly Executive meetings.
In this role, they will conduct initial reviews of submitted commissions for accuracy and completeness. They will also provide support on miscellaneous administrative tasks as assigned.
This role is ideal for someone looking to make an impact in M&A operations by leveraging their Salesforce expertise, advanced technical skills, and professional maturity.
Key Skills & Qualifications:- Minimum 2 years of experience with Salesforce, including creating formulaic and advanced custom reports.
- Proficiency in Advanced Excel and PowerPoint.
- Demonstrates mature business acumen, confidence, and strong interpersonal capabilities.
- Time management skills with the ability to prioritize and manage multiple tasks effectively.
- Ability to take initiative to identify opportunities and address challenges.
- Strong organizational and analytical skills with attention to detail.
- Must be comfortable working in Eastern Time (ET) hours effectively.
- Strong communication skills and a proactive approach to task management.
- Market-leading salary
- Medical coverage for self and 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
- Sporadic on-shore training opportunities
- Friendly work environment
- Leave encashment
We attribute our success to the unique contributions of our diverse staff. We're committed to fostering a culture of respect that thrives on varied perspectives and experiences of all individuals we recruit, employ, promote, and compensate.
We extend our commitment to individuals with special needs by providing reasonable accommodations. We actively encourage qualified individuals with special needs to apply for openings within our company.
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