Sales Operations Associate (Loan Agency)

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 / Loan Agency to join our Global Business Development team. The role of the Sales Operations 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. The candidate must be highly organized, self-motivated, and willing to work in a fast-paced environment.

Location: This position is fully remote within the Continental United States.

Compensation: The salary range for this position is between $85k - $92k, depending on experience level.

Primary Responsibilities    

This role provides tactical support to the Loan Agency Business Development representatives. Under general direction, the Business Development Operations Associate will play a key role in supporting the Business Development team in the following ways:

• Support the BD team to drive significant revenue with current and prospective clients in the credit ecosystem.
• Manage and maintain the integrity of the Salesforce database;
• Develop tailored, high-value outreach and campaigns to key client segments, including attorneys, private credit funds, advisors, and investment banks;
• Extract and analyze data from Salesforce.com or other systems of record for the BD team;
• Coordinate (and attend, when appropriate) meetings and client events for the BD Team with attorneys, private credit funds, advisor,s and investment banks;
• Qualify leads generated through the company website and marketing initiatives and work with the BD team to manage targeted follow-up;
• Assist in scheduling product demonstrations and client presentations, and manage all follow-up.
• Identify trends in the data, suggest tactical approaches to improve current plans, and take advantage of trends.
• Prepare and analyze account performance;
• Collaborate closely with peers to develop best practices.
• Contribute to team goals and work on special projects;
• Other duties as assigned. 

 Required Qualifications & Skills  

• Bachelor’s Degree preferred, or equivalent combination of education, training, and experience.
• 3+ years’ experience in an analytical capacity.
• Proven track record supporting and driving revenue growth.
• Understanding of debt capital markets and private credit is a plus.
• Experience with Salesforce is a plus.
• Intermediate to advanced Excel and PowerPoint skills.
• Excellent verbal and written communication skills.
• Results-focused and highly motivated team player.
• Basic knowledge of sales and marketing processes. 

Preferred Requirements:

• 3+ years’ experience supporting sales/client services strongly preferred.
• Ability to work in a high-energy team environment focused on driving revenue.
• Results-focused and highly motivated team player.
• Ability to prioritize and organize workload and manage different/strong personalities.
• Ability to communicate effectively with all levels of company staff and coordinate a wide range of internal and external activities.
• Excellent verbal and written communication skills. 

Desired Characteristics    

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail 
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects 

Physical 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.