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Company Overview
Transaction Advisors Institute is the leading knowledge platform for corporate M&A professionals, delivering an unmatched combination of information, expertise, and a vibrant network to advance the M&A process and deal performance. The Institute provides a suite of respected programs and information on all aspects of M&A strategy, deal structuring, and integration best practices, including:
• M&A Conferences: Multidisciplinary programs at Wharton San Francisco, the University of Chicago, and Cornell Tech New York that consider current deal challenges and methods for improving transaction performance.
• M&A Academy: A comprehensive multi-day course on the strategic and operational considerations associated with acquisitions.
• M&A Master Classes: In-depth courses on critical areas of the deal process and specific transaction structures.
• M&A Resources: On-demand information that draws on the Institute’s unique knowledge base.
• M&A Forums: Roundtable discussions throughout the country for members of the Institute to consider M&A strategy, process, and integration best practices.
Role Summary
Transaction Advisors Institute is in an expansion phase, adding new Members from impressive companies each week. We are looking for an ambitious Sales Representative who wants to play an active role in our growth story. The ideal candidate is comfortable working in an entrepreneurial environment where creativity and experimentation help drive the development of the organization.
Key Responsibilities
• Sales Activities: Sell All Access Membership Accounts to M&A teams at large public companies.
• Lead Generation: Attract new leads, qualify and nurture those leads, and drive the pipeline to close new accounts every day.
• Customer Interaction: Serve as the primary point of contact for inquiries; ask thorough questions and guide prospects through a needs assessment to qualify them and drive new opportunities.
• Campaign Execution: Participate in the development and execution of new business development campaigns.
• Performance Tracking: Monitor key performance indicators (KPIs) and articulate what’s working and what’s not to help adjust strategies as needed.
• Collaboration: Work with the team to identify and capitalize on emerging market trends, themes, and opportunities for growth.
• Market Research: Methodically work with high volumes of data on target companies and executives to identify prospects.
Qualifications
• Bachelor’s degree in Business or a related field.
• Professional experience with a record of achievement, preferably in B2B information services, executive education,, or a similar role.
Skills
• Exceptional communication skills across mediums.
• Enthusiasm for building and maintaining relationships.
• Ability to identify the needs and challenges of prospective members.
• Strong time management and organizational skills.
• Ability to methodically screen data to identify opportunities.
• Familiarity with CRM, sales engagement, social media, and database screening. Experience working with HubSpot is a plus!
• Creative thinking in developing messaging and outreach strategies.
• Comfortable working in a metrics-driven environment with weekly goals.
Personal Attributes
• Positive attitude, high energy, and curiosity.
• Strong attention to detail and professional polish.
• Rigor and consistency in approach.
• Results-driven with an interest in corporate M&A.
Where will I work?
This is a full onsite position. We are looking for candidates who will work in the office, which is located in a loft space in the historic Reid-Murdoch building on the Chicago River.
What are the benefits?
• Personal and professional growth in a unique and expanding industry.
• Competitive salary.
• Benefit programs.
• Performance incentives.
• Flexible paid time (in addition to U.S. bank holidays).
