Simera
Transaction Coordinator MX (Remote)
Simera, San Francisco, California, United States, 94199
Simera is a global employment company that connects top talent with remote work opportunities offered by its network of US-based clients. Our technology creates talent profiles for job seekers based on their skills, work history, and education. Our talent consultants meet with each qualified candidate to understand their career goals and salary requirements so that we can find the right match.
Summary:
We are looking for a responsible Transaction Coordinator to perform a variety of administrative, business process, and transaction-related functions to help complete deals successfully, efficiently, and effectively. The successful candidate has a friendly personality, is happy being part of a team, and has an overall positive attitude.
Key Responsibilities
Maintain confidentiality with sensitive client informationAssist the President during the transaction process from initial meetings to post-close activitiesWork with the President to understand and OWN the process of working with buyers, sellers, and 3rd parties during an engagement, including, but not limited to, buyer screening due diligence, managing contingencies, closing documents, and other tasks critical to deals getting closedMaintain regular communication with the President on deal activities on a daily/weekly basisGathering financial information, preparing documents, scheduling appointments, and communicating with all parties involved in the transactionSeek efficiencies in process to improve transaction timelines and experience for deal participantsDrive CRM (PipeDrive) ongoing maintenance related to buyers and sellersCoordinate with the Business Manager as needed for transactionsPerform research for projects for the office as neededQualifications
Proficiency in English language skills at either B2 or C1 level is requiredEnglish Resume is requiredProven experience as a business process or project manager in a professional, client-facing environment.Experience with working in a CRM system (Pipedrive helpful)Proficiency in MS Office (MS Excel, MS PowerPoint, MS Word, etc.), Adobe Acrobat, Canva, Google Workspace, and WordPressExcellent time management skills and the ability to prioritize workAttention to detail and problem-solving skillsExcellent written and verbal communication skillsStrong organizational skills with the ability to multi-task
Summary:
We are looking for a responsible Transaction Coordinator to perform a variety of administrative, business process, and transaction-related functions to help complete deals successfully, efficiently, and effectively. The successful candidate has a friendly personality, is happy being part of a team, and has an overall positive attitude.
Key Responsibilities
Maintain confidentiality with sensitive client informationAssist the President during the transaction process from initial meetings to post-close activitiesWork with the President to understand and OWN the process of working with buyers, sellers, and 3rd parties during an engagement, including, but not limited to, buyer screening due diligence, managing contingencies, closing documents, and other tasks critical to deals getting closedMaintain regular communication with the President on deal activities on a daily/weekly basisGathering financial information, preparing documents, scheduling appointments, and communicating with all parties involved in the transactionSeek efficiencies in process to improve transaction timelines and experience for deal participantsDrive CRM (PipeDrive) ongoing maintenance related to buyers and sellersCoordinate with the Business Manager as needed for transactionsPerform research for projects for the office as neededQualifications
Proficiency in English language skills at either B2 or C1 level is requiredEnglish Resume is requiredProven experience as a business process or project manager in a professional, client-facing environment.Experience with working in a CRM system (Pipedrive helpful)Proficiency in MS Office (MS Excel, MS PowerPoint, MS Word, etc.), Adobe Acrobat, Canva, Google Workspace, and WordPressExcellent time management skills and the ability to prioritize workAttention to detail and problem-solving skillsExcellent written and verbal communication skillsStrong organizational skills with the ability to multi-task