M&A Business Development Specialist
About The Position
ConnectPay provides comprehensive payroll and HR solutions designed for small and medium-sized businesses. Our mission is to simplify payroll while ensuring compliance with tax regulations, enabling clients to focus on growing their businesses. We combine innovative technology with a personalized, human-first approach. Our employees are our greatest asset, and we foster a culture of collaboration, curiosity, and continuous learning. Job Summary ConnectPay is seeking a motivated and detail-oriented M&A Business Development Specialist to support the company’s acquisition pipeline. This role is going to support sourcing, prospect research, CRM management, and diligence coordination in a fast-paced, growth-oriented environment. This candidate is organized, eager to learn, and excited about gaining hands-on exposure to corporate development and M&A.
Requirements
- 1–3 years of business development experience, including outreach, calling, and engaging with prospects.
- 3+ years of total experience in finance, business analysis, sales, or related fields.
- Highly organized with strong attention to detail and follow-through.
- Strong written and verbal communication skills with a professional, client-facing demeanor.
- Self-starter with a desire to learn M&A and corporate development.
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
Responsibilities
- Assist with outreach efforts (email, calls, LinkedIn) to engage potential acquisition targets and schedule meetings with qualified prospects.
- Research and identify acquisition targets aligned with ConnectPay’s strategy.
- Participate in early discovery conversations; document notes, maintain follow-ups, and assess initial strategic fit.
- Support intake by helping prospects navigate required document collection and preparation.
- Maintain accurate CRM records including contacts, activity notes, deal stages, and next steps.
- Help produce weekly pipeline summaries and track outreach and conversion metrics.
- Assist with evaluating new tools (e.g., AI applications, prospecting technology) to improve team efficiency.
- Maintain organized shared folders and ensure proper version control across M&A documentation.
- Support creation and maintenance of Excel-based models to analyze historical performance and basic forecasts.
- Perform preliminary analysis of key metrics and summarize insights for senior team members.
- Assist in diligence by tracking data requests, organizing documents, and maintaining structured file systems.
Benefits
- all CP Payroll team members receive equity and participate in either an annual bonus plan, based on company and individual performance, or a role-based sales incentive plan.
- 401(k) with company contributions
- group medical, dental, and vision coverage
- life insurance
- short and long-term disability insurance
- flexible spending accounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
