VDR Relationship Manager

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

We are seeking an experienced and motivated VDR Relationship Manager to join our team. In this role, you will oversee and strengthen relationships with key clients, with a particular emphasis on Virtual Data Room (VDR) and Private Client Portal (PCP) transactions. Acting as the principal point of contact, you will be responsible for ensuring client satisfaction, promoting engagement, identifying cross-selling opportunities, providing product demonstrations, and supporting revenue growth through effective VDR/PCP implementations.

Location: This position is fully remote within the Continental United States. 

Compensation: The salary range for this position is between $90k and $105k, depending on experience level.

Primary Responsibilities    

• Successfully on-board clients and walk them through the VDR and the set-up process.
• Maintain expert understanding of our VDR and capabilities to best serve our clients. Guide the client by recommending best practices.
• Maintain comprehensive knowledge of all transactions and deal-related information for assigned accounts. Monitor health signals on transactions and proactively take steps with internal resources and/or clients
• Collaborate with clients to identify cross-selling opportunities and optimize revenue generation.
• Establish and nurture strong relationships with key stakeholders at major client organizations utilizing our Virtual Data Room solution.
• Understand client business objectives and develop tailored strategies to align VDR services with their specific requirements and goals.
• Serve as a trusted advisor, offering guidance and support throughout the VDR transaction process.
• Coordinate with cross-functional teams including sales, product, and marketing to ensure seamless and successful VDR implementations.
• Proactively address client concerns, resolve issues promptly, and manage expectations to uphold high levels of client satisfaction.
• Develop custom reports as requested.
• Remain informed about industry trends, regulations, and best practices related to VDR transactions to deliver expert advice to clients.
• Learn and be able to speak about SRS Acquiom’s other M&A products with clients and prospective customers

 Required Qualifications & Skills  

• At least 4+ years’ experience in a client-facing capacity, such as Account Management, Relationship Management, or Client Success, preferably within the SaaS, Banking, or M&A sectors.
• Bachelor’s degree preferred, or equivalent combination of education, training and experience.
• Demonstrated expertise in working with large clients and overseeing complex, high-value transactions, ideally involving Virtual Data Rooms.
• Exceptional communication and interpersonal skills, with a proven ability to establish and nurture lasting client relationships.
• Documented history of consistently achieving or surpassing sales targets and revenue objectives.
• Meticulous attention to detail combined with robust organizational and account management abilities.
• Driven and proactive approach, with the capability to operate autonomously and excel in a fast-paced, dynamic setting.
• Understanding of financial transactions, mergers and acquisitions (M&A), or legal procedures related to due diligence is considered advantageous.

Desired Characteristics    

• Self-motivated
• Intellectually curious
• Collaborative, team player
• High level of interpersonal skills
• Operates with the highest integrity and attention to detail.
• Ability to prioritize and multitask across many projects.

Physical Requirements/Special Demands   

• Must be available to work standard business hours and occasional nights/weekends.
• Travel may be necessary, up to 10% of the year, and may not be scheduled in advance (estimated once per quarter)

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.