M&A Strategist - SBA Loan Origination & Client Success Partner
Job Title: M&A Strategist - SBA Loan Origination & Client Success Partner (Independent Contractor, Remote)
About Pioneer Capital Advisory
Pioneer Capital Advisory LLC specializes in helping business buyers secure SBA 7(a) loans for acquisitions. Our expertise in M&A and financing empowers entrepreneurs to navigate the complexities of acquiring and funding businesses.
We are seeking a high-performing M&A Strategist to join our team as an independent contractor in a client-facing, sales-driven role. The ideal candidate will be a fast learner with the ability to hit the ground running, applying both their sales skills and M&A knowledge to guide clients, gather required documentation, and support underwriting processes.
This is an exciting opportunity to be at the forefront of small business acquisitions, working with dynamic entrepreneurs and financial institutions.
Role Overview
As an M&A Strategist, you will be the first point of contact for business buyers seeking SBA 7(a) loans. You will assess their needs, educate them about our services, and guide them through the onboarding process. This role includes working closely with Pioneer Capital Advisory’s M&A Underwriter, assisting in collecting required documentation, and ensuring a smooth handoff for underwriting. The role also emphasizes converting prospective clients with deals under LOI into signed engagements, with a target conversion rate of 75% for these prospects. This is an independent contractor role, requiring flexibility, self-motivation, and accountability. Successful candidates must be willing to adhere to Pioneer Capital Advisory’s compliance standards, including background checks and a 2-year non-solicitation agreement.
Key Responsibilities
Client Engagement & Conversion
Conduct discovery calls with prospective business buyers, focusing on:
Understanding their background, motivations, and financial readiness.
Evaluating deal status, particularly clients with a deal under LOI.
Educating clients about Pioneer Capital Advisory’s services and value proposition.
Drive conversions by setting clear expectations and addressing client concerns.
Maintain a 75% conversion rate for calls with buyers who have a deal under LOI, ensuring they sign up and move into underwriting.
Documentation Gathering & Underwriting Support
Work closely with the M&A Underwriter to collect and organize all required client documentation, including:
Financial statements, tax returns, purchase agreements, and other key data.
Ensure timely submission of documentation to keep the underwriting process on track.
Facilitate seamless communication between clients and the underwriting team.
Pipeline Management & Follow-Up
Maintain accurate and up-to-date records in the Pipedrive CRM, tracking every prospect interaction and progress.
Execute structured follow-up strategies to nurture leads and drive client engagement.
Reporting & Accountability
Provide weekly updates to Matthias Smith, CEO, summarizing:
Calls conducted and prospects engaged.
Status of deals under LOI and estimated deal sizes.
Conversion rates and insights on improving client sign-ups.
Compensation Structure
Independent Contractor Terms
This role is an independent contractor position. You are responsible for managing your own taxes, benefits, and expenses.
Base Payment
$3,000 per month ($36,000 annually).
Escalating Commission on SBA 7(a) Loans Closed
Commission is based on referral fees earned from SBA 7(a) loans:
2.5% of referral fees: First $15,000,000 in SBA loans closed annually.
3.5% of referral fees: $15,000,001 to $30,000,000.
4.5% of referral fees: $30,000,001 to $50,000,000.
6% of referral fees: $50,000,001 and above.
Example Earnings Calculation
If the associate closes $100 million in SBA loans annually (assuming referral fees are 1% of loan volume):
First $15 million: Referral fees = $150,000. Commission = $3,750 (2.5%).
Next $15 million ($15,000,001 to $30,000,000): Referral fees = $150,000. Commission = $5,250 (3.5%).
Next $20 million ($30,000,001 to $50,000,000): Referral fees = $200,000. Commission = $9,000 (4.5%).
Remaining $50 million ($50,000,001 to $100,000,000): Referral fees = $500,000. Commission = $30,000 (6%).
Total Commission: $3,750 + $5,250 + $9,000 + $30,000 = $48,000.
Total Compensation (Base + Commission):
Base Payment: $36,000.
Commission: $48,000.
Total Compensation: $100,000 annually.
Compliance Requirements
The successful candidate must:
Be willing to undergo a full criminal background check.
Agree to a credit check to ensure financial integrity.
Undergo a social media due diligence scrub to verify professional conduct.
Sign a 2-year non-solicitation agreement, which prohibits:
Soliciting Pioneer Capital Advisory’s clients.
Engaging with banks or financial institutions introduced during your work with Pioneer Capital Advisory.
Required Qualifications
Bachelor’s degree in a business-related field (e.g., Finance, Economics, Accounting, or Business Administration).
Minimum of 3 years of professional experience in M&A, private equity, investment banking, or commercial banking.
Proven track record in sales, with the ability to build relationships and convert leads into paying clients.
Strong understanding of financial concepts such as leverage, working capital, debt service coverage, and liquidity.
Exceptional verbal and written communication skills in English, with the ability to speak intelligently about M&A concepts.
Highly motivated, organized, and eager to learn, with the ability to adapt quickly and excel in a fast-paced sales environment.
Familiarity with CRM tools like Pipedrive or similar platforms.
Flexibility to work US business hours and additional hours depending on deal flow.
Preferred Qualifications
CFA designation or progress toward a CFA is a plus but not required.
Experience with SBA 7(a) financing is not required but the ability to learn quickly will be crucial during onboarding and training.
Background in consulting or advisory roles within the finance industry.
