Portfolio Development Specialist

5 days ago

Taguig, National Capital Region, Philippines beBeeBroker Full time ₱3,000,000 - ₱6,000,000
Business Development Opportunity

The role of a skilled Broker is to develop and manage a portfolio of sellers, handle account conversions, client communication, and satisfaction. A degree in business, commerce, or marketing is highly regarded.

Key Purpose
Support high-value buyers in obtaining assets by tapping into a worldwide network of businesses looking to buy and sell.

Culture & Benefits
A creative culture of smart and nice people, working with passionate colleagues, tackling challenging problems, and enjoying competitive remuneration, including equity. Generous paid time off and budgets for wellness and personal growth are also offered.

Responsibilities
  1. Identify new business opportunities to win listings and manage them through to sale. This includes sourcing qualified sellers, understanding their business models and motivations, and positioning the platform as the ideal place to execute their exit strategy.
  2. Prospect potential clients and arrange meetings to showcase the platform's value proposition. Leverage outreach strategies to convert interest into actionable opportunities.
  3. 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.
  4. 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 and other sales enablement collateral.
  5. 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.
  6. Maintain CRM hygiene using tools like HubSpot to track leads, interactions, and opportunities effectively.
  7. Act as the primary Broker for a portfolio of sellers, ensuring timely support by collaborating with internal departments like Customer Success.
  8. Allocate part of your time to buyer-side activities, understanding buyer needs and pairing them with relevant listings.
  9. Spend part of your time managing listings for existing sellers and supporting their sales journey.
  10. Provide strategic advice and guidance throughout the transaction process, ensuring a seamless client experience.
  11. Conduct valuation-driven analysis of client-provided P&Ls and high-level metrics to determine an appropriate valuation range.
  12. Support the management and coordination of platform-generated legal documents, such as LOIs, APAs, and SPAs.
  13. Lead post-transaction feedback sessions to refine strategies and improve ROI.
  14. Travel may be required to meet with buyers and sellers face-to-face.
Measures of Success
  • This role is measured by the service provided and by the TTV that the book of sellers represents.
  • You will be measured on how many managed accounts convert to sale, the volume and quality of regular communication with the portfolio of clients, and client satisfaction.
  • Think critically, say strategically, plan proactively, and do decisively.
  • Be solutions-oriented and thrive in a fast-paced environment.

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