srsacquiom

Sales Operations Associate (West Coast)

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At a Glance

Location
United States
Experience
3+ years
Posted
2026-02-17T19:10:13-05:00

Key Requirements

Required Skills

ExcelSalesforce

Domain Knowledge

  • Education
  • Energy
  • Legal
  • Marketing

Requirements

3+ years’ experience in sales/client service

3+ years’ experience in an analytical capacity

Bachelor’s Degree preferred, or equivalent combination of education, training, and experience

Ability to work in a high energy team environment while remaining focused on driving revenue

Proven track record supporting and driving revenue growth

Operates with highest integrity and attention to detail

Compensation & Benefits

Day‑one coverage: medical, dental, and vision plans so you’re protected from the start

A 401(k) with a 4% company match to keep your future on track

Discretionary time off - take the time you need, when you need it

Employer‑paid life insurance, with the option to add extra coverage for peace of mind

Employee Assistance Programs for confidential support when life gets complicated

Discounted pet insurance (because furry family members count, too)

Responsibilities

SRS Acquiom is recruiting a

Sales Operations Associate

to join our Global Business Development team. The role of the Sales Ops Associate is to support Business Development team members, primarily by completing administrative duties, tracking metrics, and completing ad hoc projects.

This individual, under general direction, will assist with client outreach strategies, provide targeted analysis of sales data and prospective clients, and assist the team in enhancing client relationships and ultimately generating additional revenue.

This role provides tactical support of Business Development representatives in the West territory. Under general direction, the Sales Operations Associate will play a key role in supporting the Business Development team in the following ways:

About the Company

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way.

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line.

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves.

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.