Note: The job is a remote job and is open to candidates in USA. Align Business Advisory Services is a middle-market mergers and acquisitions advisory firm that helps businesses and investors facilitate buy and sell transactions. The Senior Associate, Business Development, will build referral partner relationships, generate and qualify opportunities, support partner meetings, and strengthen market presence to grow the firm's engagement pipeline.
Responsibilities
- Develop a starter book of referral partners within an assigned market, building relationships with key partner contacts
- Work closely with the assigned Director on partner outreach strategy, meeting preparation, and follow-through
- Support the Director in key partner meetings, particularly with newer relationships or higher-value contacts, building toward independent ownership over time
- Generate qualified referral opportunities and perform initial qualifications of prospects to ensure alignment with the firm's target market and ideal customer profile
- Maintain accurate and timely activity and pipeline updates in DealCloud
- Observe the client lifecycle post-engagement letter, building awareness of the fulfillment process and deal economics, with limited direct post-EL client involvement at this level
- Represent the firm at networking events, referral partner meetings, and speaking or panel opportunities to build market presence
- Build fluency in the firm's offering, including the fulfillment process, deal economics, and what constitutes a strong opportunity
- Maintain consistent brand and knowledge alignment by reviewing current marketing materials, tear decks, and firm content
- Support the firm by performing other duties as assigned
Skills
- Bachelor's degree in a related field, or an equivalent combination of relevant education and experience
- Experience in business development, sales, or a channel/referral partner environment, preferably within financial, legal, or professional services
- Experience with CRM systems (DealCloud preferred)
- Exceptional attention to detail, organization, and follow-through
- Strong written and verbal communication skills; professional and confident in partner- and client-facing situations
- Comfortable working in a fast-paced, high-expectation environment where initiative and activity are valued
- Advanced CRM, Excel and PowerPoint Skills
- The ability to cultivate long-term relationships within the financial/legal services and or private • equity sectors
- Excellent communication skills, both written and verbal
- Initiative and demonstrated ability to manage many responsibilities with little oversight
- This role, while primarily remote, is based out of Tampa, Florida with local travel to support client and team needs
- All Align employees must have reliable transportation and may be expected to travel as part of their roles, with frequency depending on role-specific requirements
- General understanding of the M&A process and familiarity with lower-middle-market deal dynamics
- Previous exposure to referral partner cultivation, pitch preparation, or early-stage deal qualification
Benefits
- Bonus compensation tied to a fixed percentage of total deal success fees; bonus potential is uncapped.
- Medical coverage
- Dental coverage
- Vision coverage
- 401k plan
- Unlimited paid time off
- 13 company holidays, including your birthday
- 12 weeks of paid parental leave
- Primarily work-from-home environment
Company Overview
Company H1B Sponsorship