Sales Operations Associate

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 

Position Summary    

SRS Acquiom is recruiting a Sales Operations Associate to join our Global Business Development team. The Sales Operations Associate supports Business Development managers in driving sales for the Virtual Data Room product. 

This position spearheads communications with investment banks, private equity firms, and corporations to support M&A transactions within a designated territory. Responsibilities include client engagement, relationship-building, and contributing to market growth objectives. The role offers mentorship and requires strong organizational skills, self-motivation, and adaptability.

Location: This is a hybrid position based in our Denver, CO office.

Compensation: 70,000 - $75,000, depending on experience, plus a 30% bonus, paid quarterly, based on achieving outlined KPIs and sales targets.

Primary Responsibilities    

• Map out and maintain territory relationships spanning Investment Banks, Private Equity, and Law Firms

• Coordinate and set up overview demos with key team members

• Schedule and organize opportunity calls with Business Development members to learn best practices for winning new business

• Arrange strategic meetings for Business Development members and shadow to gain experience

• Travel to assigned territory to build and maintain relationships with junior-level contacts

• Manage and organize broad demos training initiatives

• Create and maintain opportunities in Salesforce

• Develop expertise in Mergers & Acquisitions (M&A) business, ramping up to independently manage cold calls from start to close

• Maintain accurate records of all call activity, sales leads, and customer profiles in Salesforce.com

 Required Qualifications & Skills  

• Bachelor’s degree required

• 1–2+ years in a sales-related role

• Strong bias towards action and results-driven mindset

• Superior time management skills and ability to prioritize multiple tasks

• Solid decision-making and presentation skills

• Exceptional verbal and written communication skills

• Professional appearance and demeanor

• Proficient in Salesforce or similar CRM platforms

Preferred Experience

• Experience in Investment Banking, Private Equity, or Corporate sales environments

• Demonstrated history of building rapport with junior-level contacts in financial markets

• Prior involvement in territory mapping and account management

• Comfortable with business travel and client-facing events

Desired Characteristics    

• Eager to learn the M&A business and quickly ramp up as a self-sufficient Business Development Manager

• Team player with a collaborative approach and ability to work with cross-functional partners

• Strong customer service orientation, providing prompt, courteous, and professional support

• Desire to grow into a future sales executive role

• Adaptable, proactive, and willing to take initiative in a fast-paced environment 

** 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. **

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. 

^{Must be very adept at basket weaving}