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M&A Onboarding Specialist at Elkridge Advisors Group

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Elkridge Advisors Group: M&A Onboarding Specialist

Headquarters: Wyoming

Desired Outcome

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

Main Responsibilities

  • Works between 10am and 6pm EST.
  • Embraces all of Elkridge Advisors’ Core Values.
  • Has a mindset of self-sustainability, single-handedly finding solutions to issues.
  • Uses Alvanda.com and other tools to keep track of all tasks and stakeholders.
  • 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.
  • Conducts monthly Client Satisfaction Calls (CSCs) with each client to assess their satisfaction with Elkridge Advisors’ services.
  • Pulls valuable lessons from CSCs and ensures those lessons are both (a) shared with the team and (b) clearly documented to improve our services.
  • Attains and keeps current a deep understanding of every aspect of Elkridge Advisor’s M&A and Customer Success Departments.
  • Ensures all Service Level Agreements are met, identifies SLA improvement areas, and suggests process improvements.
  • Ensures all Sellers are taken to a signed LOI swiftly and professionally.
  • Draft LOIs from our templates for each seller and send them for review.
  • Identifies workflow improvement areas and suggests process improvements.
  • Creates SOPs according to findings, suggestions, and feedback.
  • Ensures the correct implementation and/or consistent adherence of SOPs.
  • 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.

  • of Companies Progressed Towards LOI

  • of Days From Interest to LOI

  • of Recorded Testimonials Gathered

Resources

  • A Google Workplace account and an @elkridgeadvisors.com email address.
  • Access to relevant Elkridge Advisors Group Operations Manuals.
  • Access to relevant Elkridge Advisors Google Drive Acquisition Operations Folders, and eventually online Acquisition CRM and software (Alvanda.com).
  • Access to all relevant chat and other communication channels.

Benefits

  • A stable monthly income of $3,000 - $5,000 per month.
  • This includes bonuses for performance specific to this role, such as:
    • $500 for each qualified deal correctly taken to signed LOI
    • Elkridge Advisors reserves the right to make changes to bonus structures later on, however will notify affected personnel before changes take place.
  • Significant lead flow generated by Elkridge Advisors.
  • M&A Specialists with a cumulative track record of over $1 Billion as mentors.
  • 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.
  • Must be a US citizen and/or be a native US-speaker, but can work from anywhere on the planet.
  • Enjoys flexible vacation days to take breaks whenever needed.

How To Apply

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

To apply: https://weworkremotely.com/remote-jobs/elkridge-advisors-group-m-a-onboarding-specialist

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