Full-Time

Product Owner

SRS Acquiom

SRS Acquiom

201-500 employees

M&A and loan agency services platform

Compensation Overview

$105k - $120k/yr

Denver, CO, USA

Hybrid

Denver-based hybrid role; required to work from the office 2 times per week.

Bachelor's

Category
Product (1)
Required Skills
Agile
Product Management
SCRUM
Data Analysis

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Requirements
  • Bachelor’s degree from an accredited university
  • At least 2 years of SaaS product owner / product manager experience or other related product management experience.
  • Demonstrated focus on delivering business and user value first and foremost, and anchoring the value delivered with measurable impact signals.
  • Experience working with internal stakeholders.
  • Experience developing reports and metrics for stakeholders and product teams, using data analysis to drive decisions.
  • Exceptional organizational and prioritization skills to keep the product backlog well-ordered and ensure important items don’t get overlooked.
  • Demonstrated ability to take initiative and work independently with a proactive, self-starter mindset in a fast-paced environment.
  • Empathetic, detail-oriented, data-driven, analytical, and inquisitive, with strong critical-thinking skills and the ability to visualize the big picture.
  • Excellent communication skills (clear and concise in writing and speaking) and strong presentation abilities.
  • Experience working with development teams using Agile methodologies (e.g., Scrum), including story mapping and writing clear user stories.
  • Able to grasp complex business challenges and nuanced product workflows, and translate them into simple, intuitive user experiences and designs.
Responsibilities
  • Own day-to-day execution for a delivery team, ensuring value-oriented work is ready and sprint commitments are met.
  • Drive backlog grooming, sprint planning, and other delivery-team meetings that keep work moving forward.
  • Maintain a clear sprint objective and focus the team on completing a small number of high-value initiatives at a time and aligns with PM’s vision.
  • Ensure new, usable value is delivered to production on a regular basis.
  • Proactively identify and resolve blockers, open questions, and execution risks with the delivery team.
  • Own and maintain an organized backlog where important work remains visible and prioritized.
  • Gather requirements and translate business needs into clear, outcome-oriented user stories and acceptance criteria.
  • Break features and projects into the smallest practical increments that deliver value frequently and reduce risk.
  • Prioritize work to maximize customer and business value while minimizing unnecessary context switching.
  • Document changes, decisions, and requirements clearly so delivery teams can execute efficiently.
  • Build strong relationships with Engineering, Design, and business stakeholders to support successful product delivery.
  • Collaborate with stakeholders to understand requirements and consider impacts across teams, processes, and users.
  • Communicate clearly, concisely, and proactively through meetings, written updates, and day-to-day interactions.
  • Ensure high responsiveness and follow-through in all communications, providing prompt updates to engineering and product stakeholders.
  • Act as a reliable point of coordination between stakeholders and the delivery team.
  • Foster a collaborative team environment by supporting teammates, giving credit to others, avoiding blame, and maintaining a strong partnership with Engineering and Design.
  • Develop deep knowledge of the product, user personas, business processes, and adjacent applications.
  • Understand and support execution of each of the Product Managers’ vision and strategy by representing user needs and expectations to the development team throughout planning and execution.
  • Monitor product performance and maintain awareness of key usage, operational, and delivery metrics.
  • Use data, user feedback, and critical thinking to evaluate opportunities, identify problems, and support decision-making.
  • Demonstrate bias towards documentation and efficiency, curiosity, initiative, and continuous learning to improve products, processes, and team effectiveness.
Desired Qualifications
  • Experience in the B2B space where you have built and managed complex internal tools to scale business processes.
  • Experience working in customer support or other client facing teams, or partnering closely with those teams to understand user/client pain points.
  • Knowledge of NetSuite, Salesforce, AWS, other ERP or enterprise systems
  • Experience building custom software applications to meet the needs of internal employees and teams, and client facing applications.
  • Background in financial services, payments, mergers & acquisitions, banking, or accounting and tax systems
  • Naturally curious and eager to learn how complex systems and business processes operate.
  • Experience with data analysis and reporting
  • Enthusiasm for product strategy and vision, with an interest in contributing to long-term product planning.
  • Proactive leadership and initiative in driving improvements and team success.
  • Strong research skills in areas like user journeys and workflows.
  • Experience with information systems and operations management

SRS Acquiom provides an integrated platform of M&A and loan agency services, including diligence management, virtual data rooms, document management, signature collection, payment disbursement, escrow management, and private client portals, with securities products and payment services offered through Acquiom Financial LLC. Clients use a single system to manage deal documents, collect signatures, move payments, and handle escrow, supported by a team of M&A and loan‑agency professionals and an affiliated broker‑dealer for securities activities. The company differentiates itself by offering an end‑to‑end, single‑platform workflow and a long track record (since 2007), serving a large portion of the market with comprehensive capabilities. Its goal is to speed up complex financial deals, improve accuracy, and simplify deal management through technology and expert support for private equity, venture capital, and corporate clients.

Company Size

201-500

Company Stage

Series A

Total Funding

$6M

Headquarters

Denver, Colorado

Founded

2007

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Simplify Jobs

Simplify's Take

What believers are saying

  • Europe expansion in London and Amsterdam broadens access to cross-border sponsor deals.
  • January 21, 2026 continuation vehicle funding from Lovell Minnick and Carlyle AlpInvest backs growth.
  • PitchBook cited SRS Acquiom on May 21, 2026, highlighting earnouts in startup acquisitions.

What critics are saying

  • Wilmington Trust and Global Loan Agency Services pressure fees in loan agency.
  • PNC Bank settled SRS Acquiom's trade-secrets fight, exposing fragile process defensibility.
  • Banks internalize escrow and agency workflows, shrinking SRS Acquiom's addressable market.

What makes SRS Acquiom unique

  • SRS Acquiom runs M&A, escrow, and loan agency workflows on one platform.
  • Its 2026 M&A Deal Terms Study analyzes 2,300-plus private acquisitions and shapes market practice.
  • The May 19, 2026 board hires Krawcheck and Vasan deepen financial-services credibility.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Life Insurance

Mental Health Support

Wellness Program

Pet Insurance

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-3%

2 year growth

-4%
SRS Acquiom
May 19th, 2026
SRS Acquiom welcomes Sallie Krawcheck and Philip Vasan to Board of Directors.

SRS Acquiom welcomes Sallie Krawcheck and Philip Vasan to Board of Directors. May 19, 2026 Veteran Financial Services Leaders Join Board as Independent Directors Supports Continued Global Growth and Platform Expansion DENVER-SRS Acquiom, which provides a comprehensive platform to help manage merger and acquisition transactions and bilateral and syndicated loan facilities, today announced that it has appointed two new independent directors, Sallie Krawcheck and Philip Vasan, to the company's Board of Directors. Ms. Krawcheck and Mr. Vasan are deeply tenured financial services professionals who bring decades of leadership experience across public and private markets and complex transaction environments. Ms. Krawcheck is a prominent financial executive and entrepreneur. She is the co-founder and former CEO of Ellevest, a digital-first investment platform for women. Previously, she held senior leadership roles across global financial institutions, including serving as CEO of Merrill Lynch Wealth Management, Smith Barney, U.S. Trust, the Citi Private Bank, and Sanford C. Bernstein. She also served as Chief Financial Officer of Citigroup. Earlier in her career, Ms. Krawcheck was a top-ranked equities research analyst covering the securities industry and is widely recognized for her leadership in financial services and advocacy for greater inclusion in investing. Mr. Vasan was a Managing Director at BlackRock, where he served in senior roles across the firm including as Head of BlackRock Hedge Funds, Global Co-Head of Fundamental Equities, Global Head of Lending, Liquidity and Financing and Head of Investments and Portfolio Solutions for U.S. Wealth Advisory. Prior to joining BlackRock, Mr. Vasan held global leadership positions at Credit Suisse, including CEO of Private Banking in the Americas, Head of Equity Derivatives, Head of Prime Services, and Head of Global Foreign Exchange. He also served as a visiting lecturer in Finance at the MIT Sloan School of Management and Adjunct Professor of Finance at the NYU Stern School of Business. "We are pleased to welcome Sallie and Phil to the SRS Acquiom Board," said Paul Koenig, CEO of SRS Acquiom. "Sallie brings deep experience in building and scaling financial and fintech businesses, while Phil brings global markets and investment expertise across asset classes and platforms. Their combined perspectives will support our continued growth and commitment to delivering best-in-class service to our M&A and loan agency clients." "I am happy to join SRS Acquiom's Board as the company continues to scale across North America and Europe," said Ms. Krawcheck. "I've spent my career focused on strengthening trust, transparency, and service in financial markets, and SRS Acquiom's role in simplifying complex deal processes directly supports those goals. I look forward to working alongside the rest of the Board and the broader leadership team to help guide the company's strategic direction in the years ahead." "SRS Acquiom has established itself as a first mover with a differentiated platform supporting M&A and loan agency transactions and becoming a fundamental component of the broader industry," said Mr. Vasan. "The company's deep market expertise, technology-enabled solutions, and focus on execution and client service position it to meet growing global demand for independent M&A and loan agency services. I'm excited to join an experienced group of directors as the company continues to grow on a global scale." The additions to SRS Acquiom's Board build on a pivotal period of growth for the Company, following the expansion of its M&A and Loan Agency services into Europe. Today, SRS Acquiom has more than 350 professionals across offices in the United States, London, and Amsterdam. About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal(TM) with solutions that reduce the administrative burden throughout the entire deal lifecycle. Its services include paying and escrow agent services, online document solicitation and reporting, and professional shareholder representation. For loan and credit transactions, SRS Acquiom Inc. provide independent administrative, collateral, and sub-agent services. Since 2007, SRS Acquiom Inc. has helped sophisticated deal parties reduce administrative drag, so they can focus on what they do best. Alex jeffrey / gwyn hodges. SRSA Acquiom Contact Gasthalter & Co. [email protected] 212.257.4170

Royal Crescent Publishing Limited
Sep 3rd, 2024
US-based loan agency platform sets up in Europe

SRS Acquiom, the loan agency services platform, has expanded into Europe, setting up its regional headquarters in London.

SRS Acquiom
Sep 3rd, 2024
SRS Acquiom Continues International Expansion with Launch of Loan Agency in Europe

SRS Acquiom continues international expansion with launch of Loan Agency in Europe.

DealLawyers.com
May 3rd, 2024
Study: Private Target Deal Terms

SRS Acquiom recently released its annual M&A Deal Terms Study for 2024 (available for download).

BNN Breaking
Jan 17th, 2024
SRS Acquiom Settles Trade Secrets Misappropriation Lawsuit with PNC Bank

SRS Acquiom, a Denver-based escrow agent company, has reached a settlement in a trade secrets misappropriation lawsuit with financial titan PNC Bank, marking the end of a legal battle that began in 2019.