What are the responsibilities and job description for the Member Development Representative position at Transaction Advisors Institute?
Overview
Transaction Advisors Institute provides corporate M&A teams with access to timely expertise and a vibrant knowledge network to improve their deal process and transaction performance.
The Institute’s unique data and member-driven focus support the end-to-end deal process, spanning acquisitions, minority investments, joint ventures, and divestitures.
Today many of the most active corporate M&A teams access the technical expertise, market intelligence, and vibrant knowledge network to design and calibrate their deal process to deliver strategic and high-performing transactions.
Offerings include:
- M&A Academy: This curriculum-driven program provides process guidance, from target sourcing through closing, to help corporate M&A teams design high-performing transactions
- M&A Conferences: These cross-disciplinary programs unpack current challenges impacting transactions and consider innovative methods for improving deal performance
- M&A Forums: These data-driven roundtables connect corporate deal teams to analyze emerging challenges and engineer refined methods for transaction performance
- M&A Master Classes: This series provides deep-dives into the critical phases of the deal process to build greater structural integrity within specific transaction workstreams
- M&A Research: The extensive collection of data and perspective on current trends, deal points, and best practices provides guidance on engineering calibrated deal processes
The Institute is in an expansion phase - adding new corporate M&A teams each week. Ambitious individuals who want to play an active role in building a prestigious knowledge institute are encouraged to apply.
What is the role?
The Institute is seeking a Member Development Representative to drive awareness, engagement, and program registrations across core marketing channels. This is a high-impact, execution-focused role responsible for moving contacts into the Buyer Lifecycle and converting interest into program participation and ultimately All Access Membership Accounts.
This role reports to the Vice President of Member Development and requires both strategic thinking and disciplined execution. The Member Development Representative will evaluate performance data, refine campaigns, and continuously adjust messaging, targeting, and tactiques to improve results.
What are the keys to success?
The ideal candidate combines a resilient, proactive mindset with disciplined execution and a strong orientation toward registration and revenue outcomes.
Success in this role requires the ability to interpret engagement data, identify high-value prospects, and translate insights into adjustments that improve M&A Program registration rates.
A high level of attention to detail is essential, along with the ability to ensure all communications align with the Institute’s professional standards and brand language.
Effectiveness in this role is also driven by strong collaboration with the marketing team, ensuring alignment across outreach, messaging, and pipeline development.
What are the requirements for the position?
- 1–4 years of experience in sales, business development, or account management (professional services experience preferred).
- Bachelor’s degree in business, communications, or a related field
What specific skills and experience is important?
- Proficiency in HubSpot or similar CRM platforms, managing lead status and outreach workflows.
- Strong experience in outbound strategy and execution, including cold outreach and social selling.
- Experience in LinkedIn prospecting and engagement.
- Ability to communicate effectively with senior-level corporate executives.
- Strong attention to detail, with the ability to ensure precision and consistency.
- Ability to apply structured language effectively and align outreach with brand guidelines.
- Strong analytical capabilities to evaluate performance data and make informed adjustments.
- Comfort working in a metrics-driven environment with clear performance expectations and quotas.
- Proven ability to work cross-functionally with sales and marketing to coordinate outreach.
- Strategic mindset with a focus on driving revenue growth and improving conversion.
- Sound judgment in the use of AI, applying it to improve efficiency while critically evaluating outputs, validating accuracy, and ensuring all work meets the Institute’s standards for precision, clarity, and credibility.
Where will I work?
Candidates are expected to work onsite at the Chicago office 4 days a week. The office is located in the historic Reid-Murdoch building on the Chicago River.
What are the benefits?
- Personal and professional growth in a unique and expanding industry
- Competitive salary
- Performance incentives
- Flexible time off (in addition to the U.S. bank holidays)
- BlueCross BlueShield health insurance vision & dental
- Group Term Life/AD&D insurance
- Complimentary access to on-site fitness center
- Work From Home Fridays
How do I apply?
Please send your resume and any relevant materials to careers@transactionadvisors.com.