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M&A Business Development Associate

Role overview

Qualifications

  • At least 3+ years of experience in a Business Development/Sales role at a software company or client-facing MA/finance role within BD, sales, and/or account management (outbound origination preferred).
  • Strong interest in developing a long-term pipeline of meaningful relationships with prospects as a career trajectory within software investing.
  • Advanced verbal and written communication skills with the confidence and executive presence to speak with CEOs, MA advisors, corporate development, private equity and venture capital professionals.
  • Organized, detail-oriented, proactive with a strong work ethic and ability to work variable hours (and willingness to travel occasionally).

Responsibilities

  • Develop and manage an MA pipeline via Salesforce CRM and create market maps to build relationships in assigned software verticals.
  • Meet and exceed monthly MA targets and KPIs, including meaningful contacts and other sourcing metrics.
  • Qualify MA opportunities with efficiency, autonomously and with MA leadership, and ensure the lead database is allocated accurately within portfolio verticals.
  • Qualify opportunities at the top end of the acquisition funnel to keep Portfolio Managers focused on high-potential targets and enable successful acquisitions.

Key facts

Other skills

  • Non-Verbal Communication
  • Strong Work Ethic
  • Proactivity
  • Detail Oriented
  • Executive Presence

About the company

Optimal Blue logo

Optimal Blue

Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. The company helps lenders of all sizes and scopes operate profitably and efficiently so they can fulfill the momentous role of helping American borrowers achieve the dream of homeownership, regardless of market dynamics. Through innovative technology, a network of interconnectivity, rich data insights, and expertise gathered over more than 20 years, Optimal Blue is an experienced partner that allows lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between. To learn more, visit OptimalBlue.com.

Company details

Company size201 - 500

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Job description

The Role
Perseus is growing the Business Development team within our M&A group. The role is to build strong strategic business relationships that lead to the sourcing of current and future M&A opportunities for Perseus. Relationships will be formed with decision makers (i.e. CEOs/VPs of Corporate Development/founders/owners) of software companies globally, M&A advisors, and private equity/venture capital professionals. Success is defined by building and maintaining meaningful relationships, having clients sign LOI’s and ultimately, the acquisition of software companies/assets by Perseus/Constellation.


Initiating relationships, maintaining relationships, and ultimately being considered and chosen to be acquired by Perseus/Constellation typically takes multiple years. Measurable outcomes, continuous value-add through many M&A conversations/relationships and high-quality market research is what ultimately generates successful acquisitions through time.

For posting purposes this role is titled M&A Business Development Associate, however, the internal working title for this role will be Manager, Corporate Development.


Outcomes:

  • Develop and manage an M&A pipeline through Salesforce CRM and create market maps to build strong relationships in assigned software industry vertical(s)

  • Meet and exceed monthly M&A targets, such as meaningful contacts and other measurable M&A sourcing KPIs.

  • Work both autonomously and with M&A leadership to qualify M&A opportunities with efficiency

  • Ensure the lead database is allocated accurately within portfolio verticals

  • Effectively qualify opportunities at the top-end of the acquisition funnel to maintain focus for the Portfolio Managers of the business units.

  • Have a meaningful impact on Perseus Group over a successful tenure in-role

  • Relevant Experience & Competencies:

  • At least 3+ years of experience in a Business Development/Sales position at a software company or client-facing M&A/finance role within business development, sales, and/or account management. Preference for experience in outbound-focused origination roles.

  • A clear interest in developing a long-term pipeline of meaningful relationships with prospects as a career trajectory within software investing.

  • Previous high-performance in Business Development, winning in an autonomous role or, prior success in other walks of life outside professional BD experience, such as entrepreneurship, will be considered.

  • Advanced verbal and written communication skills, with the confidence and executive presence to speak with CEOs, M&A advisors, corporate development, private equity and venture capital professionals.

  • Organized, detail oriented, and able to work variable hours.

  • Extraordinary work ethic, proactive with a sense of urgency.

  • This role will require occasional in-person travel and can be primarily performed either Remotely or from a Hybrid-Toronto, ON Office.

Business Unit:

Administration

Business Unit:

Administration


 

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#Administration

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Marcus Rivera

Chief Revenue Officer

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