Fulfillment Manager

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SRS Acquiom

WebsiteLinkedInAll Job Openings

201 - 500 employees

💰 $6M Series A on 2014-08

SRS Acquiom delivers a smarter way to run deals with solutions that reduce the administrative burden throughout the entire deal lifecycle. Our services include paying and escrow agent services, online document solicitation and reporting, professional shareholder representation, and virtual data rooms. For loan and credit transactions, we provide independent administrative, collateral, and sub-agent services. Since 2007, we have helped sophisticated deal parties reduce administrative drag, enabling them to focus on building great businesses and maximizing value.SRS Acquiom | Elevate Your GainThird-party posts do not reflect the views of SRS Acquiom and have not been reviewed by the firm for completeness or accuracy.

📋 Description

• Manage the fulfillment processes for shareholder servicing communications, document collection/retention and reporting • Define, implement and monitor controls for the various fulfillment processes and update and review procedures where required • Participate in Business Development calls and trainings when needed to ensure that clients and BD understand system and procedural capabilities • Brainstorm solutions for complex client requests • Participate in and occasionally lead direct client discussions to design the best client experience related to unique deal requirements • Interpret complicated capitalization tables and financial models • Review and approve large-scale updates to the system of record • Identify and implement process improvements to enhance the customer experience, exceed SLAs, improve efficiency and mitigate risk • Back up for Payments Manager involving tying out funding against deal allocations and releasing payment files from the bank • Manage Payment Analyst team members who prepare the system of record, disburse deal communications, reconcile bank accounts and create payment files • Manage Support Analysts who organize and process documentation received outside of the online platform and handle the follow-up communication necessary to satisfy deal requirements

🎯 Requirements

• 3-5 years of related business experience in operations or production services, preferably in the financial services industry • Management experience a plus • Project management experience and understanding of project management principles • Ability to work collaboratively and build relationships across the organization • Excellent interpersonal and presentation skills • Self-motivated, self-starter with ability to find unique solutions for new opportunities • Strong attention to detail • Proficient with Microsoft Office Products (Project, Excel, Word) • NetSuite, SQL and DocuSign proficiencies a plus • Bachelor’s degree or equivalent and/or training; or a combination of education and experience

🏖️ 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) • A fitness credit to back your health and wellness goals • Pre‑tax plans for dependent care, transportation, and flexible spending