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About the role
Key responsibilities & impact- Qualify new leads with Managing Directors
- Coordinate meetings and follow-ups and set clear next steps
- Act as day-to-day contact for advisors and prospective sellers
- Onboard new referral partners and nurture opportunity-generating networks
- Help evaluate opportunities and prepare for client discussions and internal reviews
- Maintain accurate records in Microsoft Dynamics
- Support leadership reporting and flag delays or risks early
- Check in after mandates are signed to ensure an excellent client experience
- Partner with Managing Directors, advisors, referral partners, prospective sellers and internal teams across international markets
Requirements
What you’ll need- 2+ years of experience in a client-facing, relationship management or business development role, ideally in M&A, professional services or B2B
- Confident, professional communication with senior stakeholders
- Strong organization across multiple opportunities and priorities
- Habit of following through, anticipating next steps and solving problems before they grow
- Discipline with CRM, records and structured follow-up
- Comfortable working across time zones and adjusting hours for client meetings and regional priorities when needed
- Resilience, adaptability and eagerness to grow M&A knowledge
Benefits
Comp & perks- Help entrepreneurs through a pivotal moment in their business journey
- Work with experienced professionals across international markets
- Take real ownership of opportunities and relationships
- Build commercial, relationship management and M&A expertise
- Contribute to our Success to Significance™ vision
- Flexible hours to accommodate client meetings and regional priorities when needed