Business Portfolio Manager

We are looking for a skilled professional to manage and develop a portfolio of sellers, oversee account conversions, client communication, and satisfaction.

The primary purpose of this role is to support business owners in achieving a successful exit by delivering strategic advice and guidance at every stage of the process on our platform.

Responsibilities:

• Act as the primary point of contact for a portfolio of sellers (deal size $250-$1M), ensuring timely support by providing hands-on guidance from initial onboarding through to deal closure, helping sellers navigate the complexities of the sales process.
• 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.
• Manage listings for existing sellers and support their sales journey. Monitor listing performance, field buyer inquiries, and provide sellers with regular updates, feedback, and recommendations to improve outcomes.
• 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.
• 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).
• 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.
• 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.
• 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.
• 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 may 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.

Qualifications and Competencies:

• Proven experience in M&A, Brokering, or Sales with at least 2 years' experience.
• Experience undertaking business analysis and process improvement is highly regarded.
• Previous experience in a marketplace environment, digital asset sales will be considered an advantage.
• Direct knowledge of the small business sales environment will be advantageous.
• Bachelor degree in Business, Commerce or Marketing will be highly regarded.
• Ability to build personal relationships over-the-phone and in person.
• Results-oriented, independent, and well organized.
• Adaptable to dynamic market changes and able to identify and seize business opportunities.
• Profitability awareness, sales-driven, and entrepreneurial approach.
• Strong written and oral communication skills.
• Excellent business communication skills.
• Motivated team player.
• Good analytical skills.
• Flexibility and comfort with ambiguity.
• A strong work ethic.
• Interest in a start-up environment and interest in digital, online products and services.

• 100% Remote Work.
• 13th Month Pay.
• Free Learning and Development Programs.