M&A Onboarding Specialist

2 weeks ago

Sheffield, Sheffield, United Kingdom 81c1f8d3-c2f0-4755-bd7b-1f253dcce9e3 Full time £36,000 - £50,000 per year

Career Opportunity

Elkridge Advisors — Company Profile

We help ambitious professionals accelerate their wealth acquisition through long-term strategic investments. So far, our team has cumulatively overseen more than $1Billion in business transactions.

You can learn more on our website here:

Desired Outcome

To onboard at least one qualified company every month, for each acquirer you represent.

Main Responsibilities

  1. Works between 10am and 6pm EST.
  2. Embraces all of Elkridge Advisors' Core Values.
  3. Has a mindset of self-sustainability, single-handedly finding solutions to issues.
  4. Uses and other tools to keep track of all tasks and stakeholders.
  5. Acts as a point of contact for all clients they have been made responsible for and sends weekly updates to each client on their project(s) status.
  6. Conducts monthly Client Satisfaction Calls (CSCs) with each client to assess their satisfaction with Elkridge Advisors' services.
  7. Pulls valuable lessons from CSCs and ensures those lessons are both (a) shared with the team and (b) clearly documented to improve our services.
  8. Attains and keeps current a deep understanding of every aspect of Elkridge Advisor's M&A and Customer Success Departments.
  9. Ensures all Service Level Agreements are met, identifies SLA improvement areas, and suggests process improvements.
  10. Ensures all Sellers are taken to a signed LOI swiftly and professionally.
  11. Draft LOIs from our templates for each seller and send them for review.
  12. Identifies workflow improvement areas and suggests process improvements.
  13. Creates SOPs according to findings, suggestions, and feedback.
  14. Ensures the correct implementation and/or consistent adherence of SOPs.
  15. Ensures each stakeholder access to the tools, folders, and data they need.

Key Performance Indicators

The KPIs by which your performance will be determined. Measured weekly.

  1. of Companies Progressed Towards LOI
  2. of Days From Interest to LOI
  3. of Recorded Testimonials Gathered

Resources

  1. A Google Workplace account and an email address.
  2. Access to relevant Elkridge Advisors Group Operations Manuals.
  3. Access to relevant Elkridge Advisors Google Drive Acquisition Operations Folders, and eventually online Acquisition CRM and software ).
  4. Access to all relevant chat and other communication channels.

Benefits

  1. A stable monthly income of $3,000 - $5,000 per month.
  2. This includes bonuses for performance specific to this role, such as:
  3. $500 for each qualified deal correctly taken to signed LOI
  4. Elkridge Advisors reserves the right to make changes to bonus structures later on, however will notify affected personnel before changes take place.
  5. Significant lead flow generated by Elkridge Advisors.
  6. M&A Specialists with a cumulative track record of over $1Billion as mentors.
  7. As your competence grows, you will be able to manage more acquisitions and be able to deliver increasingly better outcomes. Your income will keep growing without an upper limit.
  8. Must be a US citizen and/or be a native US-speaker, but can work from anywhere on the planet.
  9. Enjoys flexible vacation days to take breaks whenever needed.

How To Apply

Send your Cover Letter and Resume to and mention in the email the platform where you saw this career opportunity first.

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