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SRS Acquiom

M&A and loan agency services platform

Escrow and Payment Solutions Director

Customer SuccessUpdated on Nov 13
Full-time$120k - $155k

About the Job

Requirements

  • A minimum of 5 to 8 years of experience in M&A, banking, law, and/or finance, or an equivalent combination of education, training, and experience.
  • A general understanding of payment processes, including know-your-customer requirements and ACH or wire payment processes.
  • An understanding of the M&A environment and key market segments on both the Buyer and Seller sides.
  • The ability to understand, communicate, and explain the benefits and value of industry-leading products and services.
  • Strong knowledge of M&A and the ability to quickly review and understand complex legal documents.
  • Strong attention to detail and the ability to manage multiple dynamic issues simultaneously.
  • Flexible availability, including occasional evenings and weekends.
  • The ability to meet demanding deadlines and solve problems when unexpected issues arise.
  • Candidates must be legally authorized to work in the United States without current or future visa sponsorship.

Responsibilities

  • Serve as the primary point of contact and relationship owner for clients throughout the life of a deal, building trust and a working understanding of the full suite of company capabilities.
  • Coordinate pre-closing solicitation, payment, and escrow transactions from kickoff through closing and post-closing administration across clients, Operations, the Relationship Associate team, and other internal support teams.
  • Develop and maintain product and systems knowledge to guide clients as a subject-matter expert on process and mechanics.
  • Onboard new clients by explaining the payment and escrow process and setting expectations for how the deal will run.
  • Negotiate payment and escrow agreements, seeking legal support as needed or applying legal background if licensed as an attorney.
  • Direct and mentor Relationship Associates assigned to active deals and coordinate staffing across multiple simultaneous transactions.
  • Ensure collection of know-your-customer account-opening forms and coordinate with the internal know-your-customer team.
  • Review and finalize the form of documents and materials to be solicited from shareholders.
  • Handle and generate inquiries from buy-side and sell-side counsel, corporate principals, and other transaction facilitators across new and live engagements.
  • Initially review payment spreadsheets for completeness and accuracy of details required by Operations, including tax characterizations and wire instructions, before authorizing solicitation.
  • Coordinate with Operations to clarify open questions about solicitation, payment details, and tax reporting.
  • Own resolution of issues arising mid-transaction, communicating proactively with clients and internal teams to manage expectations and repair trust when needed.
  • Participate in client visits as time and travel allow for existing relationships and new business development.
  • Support market research and lead generation using public deal information, and maintain a database of pending and booked deals for trend and metric analysis, including source, industry, and deal size.
  • Check emails and remain highly responsive, sometimes beyond standard work hours, including weekends.

Desired Qualifications

  • A graduate or legal degree is preferred.
  • FINRA Series 6 or Series 7 is a bonus.
  • Be self-motivated and intellectually curious, with a high level of ownership over all aspects of the Relationship Manager’s work.
  • Work cooperatively with others to ensure department performance is efficient and optimized.
  • Work effectively in a fast-paced team environment with a high level of autonomy.
  • Be collaborative and amiable.
  • Operate with integrity and attention to detail.
  • Show interest in efficient, scalable business processes.
  • Prioritize and manage multiple projects across one’s territory.

About the Company

SRS Acquiom

M&A and loan agency services platform

SRS Acquiom provides an integrated platform and services for M&A and loan agency, covering diligence management, virtual data rooms, document management, signature collection, payment disbursement, escrow, and private client portals, plus securities and payments via its affiliate Acquiom Financial LLC. Clients use a single, technology-enabled system aligned to deal workflows to manage documents, collect signatures, move funds, and handle escrow, backed by a team of M&A and loan agency professionals. It differentiates itself by offering an end-to-end, on-one-platform solution since 2007 and serving a large share of private equity and venture capital firms. Its goal is to make complex financial deals faster, more accurate, and easier to manage through integrated technology and expert support.

Company size
201-500
Company stage
Series A
Total funding
$6M
Headquarters
Denver, CO
Founded
2007

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