Assistant Deal Manager

We help Americans unlock wealth and free themselves from the corporate day-to-day grind through acquisitions. We're a rapidly growing firm, and we're looking for sharp, adaptable, and highly organized individuals to join our lean, remote team. If you're someone who thrives on clear communication, thrives in fast-paced environments, and wants to grow with a company that moves fast and values ownership, you'll love working with us.

What You'll Be Doing

*Account Management & Communication

- Oversee and manage two (2) teams (Communications and Seller Call Coordinator Teams).

- Monitor Partner statuses and ensure teams are handling assigned tasks properly.

- Conduct regular meetings with Communications and Seller Call Coordinator Teams alongside the Deal Manager to review deal status and challenges.

- Process end-of-day (EOD) email and Slack reviews to ensure no communication gaps.

* Deal Pipeline Management

- Monitor the CRM system or trackers, ensuring information is accurate and updated.

- Verify tasks and follow-ups are completed based on our SLAs.

- Review pending deals for completeness and follow up with the handled teams when needed.

- Track deals and coordinate with the Communications and Seller Call Coordinator Teams as needed.

- Assist the Deal Manager in preparing and updating updates.

* Broker & Seller Relations

- Act as a point of contact for questions about broker/partner communications.

- Support the Deal Manager in resolving escalated concerns regarding broker and seller calls.

- Maintain strong relationships with brokers and sellers to facilitate smooth deal flow.

* Auditing & Compliance

- Audit Partner Slack channels and emails to ensure response times meet SLAs:

- Respond within 3 hours during business hours.

- Follow up with partners within 24 hours if action is needed.

- Follow up with brokers/sellers every 48 hours when awaiting replies.

- Review team's EOD reports for accuracy and completeness.

- Monitor CRM or partner emails to confirm required follow-ups are completed.

* Coverage & Support

- Provide backup support during team absences.

- Assist the Deal Manager with ad-hoc analysis, audits, and presentations.

* Performance Tracking

- Track and report response times to communications.

- Ensure sourcing targets and pipeline management goals are met.

- Evaluate process efficiency and recommend improvements.

- Submit weekly and regular performance reports to the Deal Manager.

Who You Are

- Highly Organized – You can juggle trackers, communications, and partner accounts without letting anything slip.

- Detail-Oriented – Accuracy in reporting, auditing, and deal tracking is second nature to you.

- Strong Communicator – You ensure clear communication between the team, partners, and managers.

- Problem-Solver – You can think critically, resolve issues, and keep deals moving forward.

- Adaptable & Proactive – You thrive in fast-paced environments and step up to support where needed.

Requirements

- 2+ years of experience in deal coordination, account management, project management, or a related role (M&A/finance experience preferred).

- Strong proficiency with Slack, Google Workspace, and deal tracker tools.

- Proven organizational and auditing skills with strict attention to detail.

- Ability to manage multiple priorities, partners, and communication channels.

- Experience in remote work with high standards of accountability and independence.

What We Offer

- Competitive salary with growth opportunities in a rapidly scaling firm.

- 100% remote – Work from anywhere

- Hands-on experience in M&A execution with direct exposure to deal management.

- A collaborative, fast-paced team culture where your contributions drive real impact.