Director, Escrow & Payment Solutions (Remote)

Doist; United States; Hybrid; USD 120,000 - 155,000; Full time

Benefits offered by this job

Day-one health coverage

401(k) with company match

Discretionary time off

Life insurance

Employee Assistance Program

Pet insurance discount

Fitness credit

Pre-tax plans for dependent care and交通

Job summary

SRS Acquiom Inc. is seeking an Escrow and Payment Solutions Director to own the client experience from kickoff through post‑closing administration, coordinating across clients, Operations, and the Relationship Associate team to ensure accurate payments and timely settlements.

This highly cross‑functional, deadline‑driven role requires sound judgment, multitasking across time‑sensitive workstreams, and confident communication under pressure, supporting both private equity and CFO stakeholders.

Qualifications

• Minimum of 5 to 8 years of experience in M&A, banking, law and/or finance.
• Graduate or legal degree preferred.
• Understanding of payment processes (e.g., know‑your‑customer requirements, ACH/wire payment process).
• Understanding of the M&A environment and key market segments on both sides (Buyer and Seller).
• Ability to understand, communicate, and explain the benefits and value behind industry‑leading products and services.
• FINRA Series 6/7 is a bonus.
• Strong attention to detail and ability to manage multiple dynamic issues simultaneously.

Responsibilities

• Serves as the primary point of contact and relationship owner for clients throughout the life of a deal, building trust and a working understanding of SRSA's full suite of capabilities.
• Quarterbacks pre‑closing solicitation, payment, and escrow transactions from kickoff through closing and post‑closing administration, coordinating in real time across clients, Operations, and the Relationship Associate team and other internal support teams.
• Develops and maintains deep product and systems knowledge to guide clients as the subject‑matter expert on process and mechanics.
• Onboards new clients, walking them through the payment and escrow process and setting expectations for how the deal will run.
• Negotiates payment and escrow agreements, seeking legal support as needed (or applying own legal background, if a licensed attorney) to finalize terms.
• Directs and mentors Relationship Associates assigned to active deals, coordinating staffing across multiple simultaneous transactions.
• Ensures collection of KYC account opening forms and coordinates with internal KYC team.
• Reviews and finalizes form of on all documents and materials to be solicited from shareholders.
• Fields and generates inquiries from buy/sell‑side counsel, corporate principals, buy/sell‑side counsel, and other transaction facilitators across both new and live engagements.
• Performs initial review of payment spreadsheets to confirm all information required by Operations is present and accurate, including tax characterizations, wire instructions, and other key details, prior to authorizing solicitation.
• Coordinates with Operations to clarify open questions on solicitation, payment details, and tax reporting.
• Owns resolution when issues arise mid‑transaction, communicating proactively with clients and internal teams to manage expectations and repair trust when needed.
• Participates in client visits as time and travel allow, for both existing relationships and new business development.
• Supports market research and lead generation through public deal information and maintains a database of pending and booked deals for trend and metric analysis (source, industry, deal size, etc.).

Skills

M&A experience

Finance background

Attention to detail

Communication skills

Time management

Relationship management

Legal knowledge

FINRA Series 6/7 bonus

Education

Graduate degree

Legal degree

Job description

SRS Acquiom Inc. is seeking an Escrow and Payment Solutions Director to own the client experience from kickoff through post‑closing administration, coordinating across clients, Operations, and the Relationship Associate team to ensure accurate payments and timely settlements.

This highly cross‑functional, deadline‑driven role requires sound judgment, multitasking across time‑sensitive workstreams, and confident communication under pressure, supporting both private equity and CFO stakeholders.