Transaction Coordinator

Menlo Dental Transitions; Phoenix (AZ); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

Retirement plan with employer contrib.

Paid vacation 10–20 days/yr

Job summary

Menlo Business Brokers in Phoenix seeks a Transaction Coordinator to support our business brokerage division, guiding deals from engagement to close alongside advisors.

The ideal candidate has experience in M&A or business brokerage, excels at fast-paced coordination, and can manage documents, scheduling, and CRM tasks with accuracy.

Qualifications

• Experience in M&A, business brokerage, or related deal coordination.
• Ability to move transactions from engagement to close.
• Strong organizational and communication skills.
• Associate's degree or equivalent required; bachelor's preferred.

Responsibilities

• Support active deals with advisors and leadership.
• Manage day-to-day operational flow, including client communication, scheduling, and CRM tracking.
• Oversee listings and transactions from onboarding through close.
• Prepare and send documents like listing agreements, NDAs, and disclosures.
• Track deadlines and deliverables to keep deals moving.
• Coordinate listing packages and marketing materials.

Skills

Transaction coordination

M&A experience

Deal timelines management

Client communication

Education

Associate's degree

Bachelor's degree

Tools

CRM software

Document management systems

Job description

Menlo Business Brokers (MBB) is the general business brokerage division of Menlo Group, a full-service brokerage firm serving the Phoenix Metro area. We work with business owners across a range of industries to facilitate the sale of their businesses, and we are actively building out this side of our operation. We are looking for a Transaction Coordinator who is ready to come in, contribute immediately, and help us grow.

The Role

This is a Transaction Coordinator position dedicated to our business brokerage division. We are specifically seeking someone with experience in M&A, business brokerage, or a closely adjacent deal coordination role. Someone who understands what it means to move a business transaction from engagement through close. You will work directly alongside our advisors and transaction leadership, owning the operational and administrative flow that keeps deals on track.

MBB is a growing division, and that is intentional. We are not looking for someone to fill a seat in an established system. We are looking for someone who sees the opportunity in that, who wants to help shape how this team operates, and who is ready to build alongside us. The right candidate brings relevant experience and is excited to put it to work where it can make a real impact.

This role is a great fit for someone who enjoys a fast-paced environment. If you are looking for a team that moves with purpose, rewards performance, and gives you room to grow, we would love to hear from you.

Key Responsibilities

• Work directly with our business advisors and transaction leadership to support active deals
• Manage day-to-day operational flow including client communication, scheduling, and CRM tracking
• Oversee active listings and transactions from prospecting and onboarding through buyer engagement and close
• Prepare, revise, and send documents such as listing agreements, prospectuses, NDAs, and disclosures for approval and signature
• Track all key deadlines, follow-ups, and deliverables so deals continue moving forward
• Communicate directly with clients and handle tasks independently whenever possible
• Coordinate listing packages, prospectus preparation, and marketing materials
• Maintain up-to-date listing information across marketing and brokerage platforms
• Perform buyer and seller research and support advisors with deal-related information gathering

Experience

We are looking for candidates with direct or adjacent experience in business transactions. Strongly preferred backgrounds include:

• Transaction Coordinator or Deal Coordinator in business brokerage or M&A
• Closing coordinator or deal administrator in a business acquisition or advisory context
• Operations or administrative professional in a business brokerage, investment banking, or M&A firm
• Paralegal or contract specialist with experience managing business sale or acquisition transactions
• Transaction Coordinator in a real estate brokerage, especially commercial real estate

Your title does not have to match exactly. If you have managed the moving parts of business transactions and you are looking for a place to grow, we want to hear from you.

Requirements

• Demonstrated experience managing transactions, contracts, or deal timelines from open to close
• Proven ability to work at speed and maintain accuracy across a high volume of moving parts
• Strong organization, task-tracking, and follow-through without needing to be managed closely
• Professional presence and clear communication with business owners, advisors, legal counsel, and third parties
• Proactive problem-solving mindset; you identify what needs to happen next and you handle it
• Genuine interest in growing within the role and contributing to how the team operates and expands

Associate's degree or equivalent professional experience required. Bachelor's degree preferred.

• Health insurance (medical, dental, and vision)
• Retirement plan with employer contribution (SIMPLE IRA)
• Paid vacation starting at 10 days/year, increasing with tenure up to 20 days/year

Menlo Group operates on core values: Success Minded, Committed, High Integrity, Speed, Positive Energy, and Professionalism. We are a team of high achievers who take ownership, move with intention, and build toward something. If that resonates, we would love to connect.