Fulfillment Manager

SRS Acquiom

Fulfillment Manager managing fulfillment processes and direct client discussions in financial services sector. Leading a team, implementing process improvements, and ensuring client satisfaction for M&A transactions.

Posted 6/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $91,000 - $102,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

project managementfinancial modelingcapitalization tablesprocess improvementdocument collectionreportingrisk mitigationpayment processingdata reconciliationcustomer experience enhancement

Soft Skills

interpersonal skillspresentation skillscollaborationrelationship buildingself-motivationproblem-solvingattention to detailleadershipcommunicationtraining

Tools & Technologies

Microsoft OfficeMicrosoft ProjectMicrosoft ExcelMicrosoft WordNetSuiteSQLDocuSign

Industry Keywords

financial servicesoperationsproduction servicesfulfillment processesbusiness developmentclient servicingSLAsystem of recorddocumentation processingdeal requirements

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Manage the fulfillment processes for shareholder servicing communications, document collection/retention and reporting
Define, implement and monitor controls for the various fulfillment processes and update and review procedures where required
Participate in Business Development calls and trainings when needed to ensure that clients and BD understand system and procedural capabilities
Brainstorm solutions for complex client requests
Participate in and occasionally lead direct client discussions to design the best client experience related to unique deal requirements
Interpret complicated capitalization tables and financial models
Review and approve large-scale updates to the system of record
Identify and implement process improvements to enhance the customer experience, exceed SLAs, improve efficiency and mitigate risk
Back up for Payments Manager involving tying out funding against deal allocations and releasing payment files from the bank
Manage Payment Analyst team members who prepare the system of record, disburse deal communications, reconcile bank accounts and create payment files
Manage Support Analysts who organize and process documentation received outside of the online platform and handle the follow-up communication necessary to satisfy deal requirements

Requirements

What you’ll need

3-5 years of related business experience in operations or production services, preferably in the financial services industry
Management experience a plus
Project management experience and understanding of project management principles
Ability to work collaboratively and build relationships across the organization
Excellent interpersonal and presentation skills
Self-motivated, self-starter with ability to find unique solutions for new opportunities
Strong attention to detail
Proficient with Microsoft Office Products (Project, Excel, Word)
NetSuite, SQL and DocuSign proficiencies a plus
Bachelor’s degree or equivalent and/or training; or a combination of education and experience

Benefits

Comp & perks

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