SRS Acquiom is a leader in financial services technology, focusing on M&A and loan agency transactions. The Business Development Representative will support sales efforts for the Virtual Data Room product by engaging with investment banks and corporations, fostering relationships, and contributing to market growth.
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
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
- 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
Benefits
- 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
Company Overview
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