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.

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

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.

A stable monthly income of $3,000 - $5,000 per month.
This includes bonuses for performance specific to this role, such as:
1. $500 for each qualified deal correctly taken to signed LOI
2. 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 $1Billion 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.