Fulfillment Manager

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• 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 

Position Summary    

This position is responsible for leveraging system capabilities and the fulfillment team to deliver client requests related to large-scale communication distributions that include highly confidential information followed by the requisite collection, organization and review of completed documentation.

The purpose of this position is to oversee the solicitation and document collection processes in support of the Pre-Closing Solicitation and Payments products.

Location: This position is fully remote within the Continental United States. 

Compensation: The salary range for this position is between $91K- $102K, depending on level of experience.

Primary Responsibilities    

• 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

 Required Qualifications & Skills  

• 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

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multi-task
• High attention to detail, accuracy and thoroughness

Physical Requirements/Special Demands   

• Availability to work a non-traditional work-week if needed
• Ability to work in an open office environment where noise may be a factor
• Ability to work in a fast-paced environment, juggling multiple priorities

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.