Note: The job is a remote job and is open to candidates in USA. SourceCo is seeking an ambitious and hardworking individual with finance knowledge to join its team as a Junior M&A Analyst and Sales Development Representative. The role combines finance, sales, and M&A responsibilities, including identifying transaction opportunities, engaging potential targets, conducting research, maintaining CRM information, and collaborating across teams.
Responsibilities
- Analyzing client investment strategies to identify new opportunities
- Responding to, engaging, and qualifying outbound targets
- Cold-calling targets based on their engagement, over 150 calls per day required
- Keeping our CRM up to date with relevant information about targets
- Assisting with external and internal weekly reports
- Conducting research based on the client's strategy
- Researching methods to engage clients and get them to respond through our outreach
- Effectively partnering and working across the sales, operations, and M&A teams
- Collaborating closely with other teams to develop account intelligence, relationship maps, and use case opportunities through direct account engagement and insight tools
Skills
- • Foundational finance and business knowledge
- • US-based applicants only
- • Demonstrated ability to work independently, as well as being a productive team member, making outbound calls each day
- • Having a strong work ethic and eagerness to learn and make new connections with prospects
- • Ability to learn how specific companies and industries function
- • Ability to develop and maintain strong customer relations
- • Competency in developing client materials
- • Ability to adapt to new software and technology
- • Exceptional interpersonal and communication skills
- • The selected candidate would be a team player and a self-starter requiring minimal supervision
Benefits
- Hybrid role
- OTE (On-Target Earnings): $60,000-$75,000+
- The opportunity to grow within the company
- An excellent opportunity for career growth
Company Overview