Part-time Financial Services Deal Coordinator

RecruitMyMom; United States; Remoto; USD 34.000 - 55.000; Part-time

Vantaggi offerti da questo lavoro

Fully remote

Descrizione del lavoro

RecruitMyMom seeks a part-time, fully remote coordinator to support executives and operations in a fast-paced environment focusing on mid-market opportunities. This role involves pipeline management, CRM hygiene in HubSpot, and contract coordination, with daily coverage from 2:30 PM to 6:30 PM.

The successful candidate will provide proactive project support, maintain structured deal records, and liaise with business owners and investors while ensuring timely progression of opportunities.

Competenze

• Proven track record supporting executives, lawyers, investors, or business owners with complex workflows.
• Strong written and verbal English communication for high-level commercial correspondence.
• Excellent organisational skills with meticulous attention to data accuracy, contracts, and records.

Mansioni

• Monitor and track mid-market opportunities across evaluation stages.
• Maintain CRM data integrity and activity histories in HubSpot.
• Coordinate NDAs and standard contracts; ensure signature workflows and document version control.
• Prepare briefing materials and agendas for stakeholder meetings; track action items.

Conoscenze

Executive support

Attention to detail

Remote work

Prioritisation

Strumenti

HubSpot CRM

Google Workspace

Microsoft 365

Descrizione del lavoro

You will be required to provide high-calibre operational, transaction, and executive coordination support within a fast-paced environment focused on mid-market business acquisitions. Availability: approximately 15–20 hours per week.

The primary objective of the role is to bring systematic order to complex transaction pipelines by acting as the central coordinator—managing pipeline progression, maintaining rigorous CRM administration, coordinating contracts and documentation, and delivering proactive executive project support to ensure no commercial opportunity is missed.

Contract Term

Initial engagement: Approximately 15–20 hours per week

Work arrangement: Fully Remote

Schedule: Daily coverage between 2: 30 PM – 6: 30 PM (with agreed flexibility)

Scope of Services

Review, categorise, and systematically track inbound mid-market business opportunities.

Monitor acquisition targets across evaluation stages to drive timely progression.

Ensure all deal flow stages remain structured, organised, and up to date.

CRM Administration & Data Integrity:

Oversee data entry, hygiene, and record maintenance within HubSpot CRM.

Log stakeholder outreach, track communication histories, and update deal records.

Compile and generate regular activity summaries and operational pipeline reports.

Document & Contract Coordination:

Coordinate and manage the execution of confidentiality agreements (NDAs) and standard contracts.

Cross-reference inbound transaction documents against company templates for completeness.

Track signature workflows, manage filing, and maintain document version control.

Executive Project Support & Research:

Prepare comprehensive briefing materials and agendas ahead of critical stakeholder meetings.

Track and drive follow-up action items, deliverables, and project deadlines.

Conduct foundational market research and organise findings for executive review.

Stakeholder Outreach & Liaison:

Assist with outreach to business owners, intermediaries, and prospective investors.

Maintain curated contact databases and target distribution lists.

Draft polished, professional initial communications and follow-ups.

Continuous tracking and structured organization of all pipeline acquisition targets.

Accurate, up-to-date deal records, contact details, and activity reports in HubSpot CRM.

Prompt distribution, tracking, and execution of NDAs and standard transaction documentation.

Comprehensive meeting briefing packs and timely execution of post-meeting action items.

High-standard, professional correspondence and relationship management support across all touchpoints.

Requirements

Required Skills & Experience

The contractor should demonstrate:

Proven track record supporting executives, legal professionals, investors, or business owners handling complex, multi-faceted workflows.

Strong technological proficiency with HubSpot CRM and modern cloud suites (Google Workspace, Microsoft 365).

Exceptional written and verbal English communication skills suitable for high-level commercial correspondence.

Strong organisational acumen and meticulous attention to detail regarding contracts and data accuracy.

Demonstrated ability to work autonomously, prioritise competing tasks, and maintain momentum in a remote capacity.

High degree of integrity, professional discretion, and confidentiality when handling sensitive commercial data.

Availability to commit to 15–20 hours per week within the core window of 2: 30 PM – 6: 30 PM.

Preferred Qualifications

Prior background as an Executive Assistant, Operations Coordinator, Transaction Coordinator, or Legal Assistant.

Direct experience supporting international or US-based business executives.

Practical exposure to contract coordination, due diligence processes, or corporate project administration.

Fully remote

Part-time hours of approximately 15–20 hours per week