DEAL FLOW COORDINATOR

YOUR MISSION

You thrive on momentum. You hate when things stall. You’re a follow-up machine, a details hawk, and a master of getting things done. You don’t just keep the wheels turning, you keep the deals moving.

As Deal Flow Coordinator at AcquiMatch, you’ll be the operational heartbeat of our pipeline. You’ll drive forward deal communications, make sure no NDA or data request slips through the cracks, and partner with brokers and owners to keep information flowing and calls booked. You’ll work closely with our vetting team, client advisors, and deal sourcing partners to ensure nothing is lost, late, or left behind.

This isn’t a role for aspiring investment bankers or finance analysts. It’s for someone who lives for action and organization, who gets a rush from crossing things off the list, and who can diplomatically chase down unresponsive brokers while juggling multiple moving parts with grace and precision.

If you love high-stakes coordination, care about getting the details right, and are ready to be the reason our deals keep moving, this is your role.

DEAL FLOW COORDINATOR

• Location: Remote (US Central Time Hours)
• Job Type: Contract, Full-Time (with potential for long-term)
  
  

What You'll Be Doing

Pipeline Movement & Coordination

• Send and track NDAs, RFIs, CIMs, and other key documents across all active deals
• Manage communication with brokers, sellers, and other external parties to gather necessary materials and information
• Follow up (again and again if needed!) with clear, professional, and firm outreach across email, calls, and messages
• Schedule and confirm meetings between sellers/brokers and our internal vetting or advisory team
  
  

Deal Process Administration

• Maintain precise tracking of deal statuses and next steps using our internal systems (CRM, Airtable, etc.)
• Ensure all required documents and information are logged, filed, and accessible to the right team members
• Surface red flags, delays, or issues to the appropriate internal team members and propose solutions proactively
  
  

Cross-Team Collaboration

• Work closely with the Vetting Coordinator, BDRs, and Client Advisors to make sure deal handoffs are seamless
• Partner with internal stakeholders to prioritize pipeline items and adjust focus based on client needs and team capacity
• Support vetting team by ensuring timely flow of information needed for analysis and write-ups
  
  

Off-Market Campaign Support

• Track inbound responses from off-market outreach (managed by BDRs)
• Log leads, contact info, and engagement notes accurately in HubSpot
• Ensure follow-ups are completed by the BDR team and escalate any stuck responses
• Coordinate internal handoff once a lead is qualified, schedule vetting calls, gather materials, and prep internal folders
• Maintain status tracking and ensure off-market leads move cleanly through the pipeline
  
  

Your Experience & Skills

• 1–3 years of experience in operations, client services, or a fast-paced coordinator role
• Comfortable in CRMs (HubSpot preferred) and structured digital workflows
• Exceptionally organized with high attention to detail, you catch what others miss
• Clear, friendly communicator, confident in writing and on Zoom or Slack
• Able to manage multiple tasks, priorities, and people without dropping balls
• Familiarity with small business M&A, ETA, or investment environments is a bonus
• 2 years in a coordination-heavy role (executive assistant, project manager, operations coordinator, etc.)
• Experience juggling communications across multiple parties, timelines, and formats Strong systems skills, Google Workspace, CRM (HubSpot), Slack, Airtable, and/or similar tools
• Fast typing, fast thinking, and a calm presence under pressure
• Comfort with a high-responsibility, high-visibility support role inside a small, scaling team
  
  

You'll Love This Role If You Are

• Relentlessly organized, you thrive in to-do lists, structured systems, and tidy follow-up loops
• An exceptional communicator, clear, kind, and persistent across phone, email, and chat
• Emotionally intelligent, able to navigate broker pushback, seller uncertainty, and fast-moving deals with maturity and nuance
• Self-motivated, no babysitting required, you spot what’s falling behind and chase it down before it becomes a problem
• Detail-obsessed, typos, duplicate entries, missing attachments? Not on your watch
• Energized by admin and coordination, seriously, you love this stuff
  
  

TOOLS YOU’LL USE

• HubSpot (CRM pipeline tracking)
• Google Workspace (Docs, Sheets, Drive)
• Mailshake (for outbound tracking)
• Notion (internal process tracking)
• Slack & Zoom (communication)