Identify and pursue new business opportunities to win listings and manage them through to sale ($250 - $1M deal size). This includes sourcing qualified sellers, understanding their business models and motivations, and positioning the platform as the ideal place to execute their exit strategy.
Prospect potential clients and arrange meetings to showcase the platform's value proposition. Leverage outreach strategies, including personalized communication and strategic follow-ups, to convert interest into actionable opportunities.
Cultivate relationships with the buyside community and manage key strategic stakeholder relationships. Build trust and credibility with repeat buyers, institutional investors, and strategic acquirers through consistent communication, insight sharing, and professional support.
Develop marketing materials that articulate the organization’s expertise, qualifications, and services to potential clients. Collaborate with marketing and design teams to create compelling pitch decks, deal teasers, and other sales enablement collateral.
Assist team members in presenting business proposals and negotiate optimal transaction terms. Support internal collaboration and work cross-functionally to develop winning strategies that align buyer and seller expectations.
Maintain CRM hygiene using tools such as HubSpot to track leads, interactions, and opportunities effectively. Ensure all sales activity is accurately documented to support reporting, forecasting, and collaboration across departments.
Act as the primary Broker for a portfolio of sellers, ensuring time-sensitive support by collaborating with internal departments like Customer Success. Provide hands-on guidance from initial onboarding through to deal closure, helping sellers navigate the complexities of the sales process.
Allocate part of your time to buyer-side activities, understanding buyer needs and pairing them with relevant listings. Actively engage with high-intent buyers, present matching opportunities, and support them through the acquisition process.
Spend part of your time managing listings for existing sellers and supporting their sales journey. Monitor listing performance, field buyer inquiries, and provide sellers with regular updates, feedback, and recommendations to improve outcomes.
Provide strategic advice and guidance throughout the transaction process, ensuring a seamless client experience. Act as a deal shepherd—offering insight, removing friction, and aligning both sides toward a successful transaction.
Conduct valuation-driven analysis of client-provided P&Ls and high-level metrics to determine an appropriate valuation range, with consideration of market benchmarks and comparable transactions.
While familiarity with vertical-specific indicators (e.g., eCommerce conversion rates, SaaS churn) is expected, the analysis is not expected to be exhaustive—granular verification lies with the due diligence process.
Support in the management and coordination of platform-generated legal documents, such as Letters of Intent (LOIs), Asset Purchase Agreements (APAs), and Sale and Purchase Agreements (SPAs).
While Brokers are not expected to draft or modify legal contracts themselves, they are responsible for ensuring these documents are shared, understood by parties, and progressed through the platform workflow in a timely and professional manner.
Lead post-transaction feedback sessions to refine strategies and improve ROI. Collect insights from both buyers and sellers to improve future advisory efforts and overall platform effectiveness.
Travel for this role will be required to meet with buyers and sellers face-to-face. In-person engagements may include attending conferences, hosting client meetings, or joining due diligence sessions to build rapport and drive outcomes.
Ad hoc duties as necessary for the business. This includes contributing to internal projects, training initiatives, or strategic tasks that align with broader company objectives.

SALES BROKER

SALES BROKER

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