Overview
This role is a critical, high-impact position focused on Corporate Development activities. Reporting to the Chief Corporate Development Officer, you will lead diligence workstreams, drive integration planning and execution, and support the evaluation of new opportunities. You will work closely with C-suite stakeholders and partner across every function of the business. As an early member of the Corporate Development team, you will also help build the playbooks, tools, and processes that guide how the organization approaches M&A and critical partnerships.
Responsibilities
Diligence
- Plan and manage diligence processes end to end, including scoping workstreams, coordinating internal functional leads, and managing external advisors (banking, accounting, legal, and consulting firms).
- Pressure-test diligence findings and translate them into clear implications for valuation, deal structure, and integration planning.
- Manage data room reviews, track open issues, and prepare diligence summaries for senior leadership.
Integration planning and execution
- Run integration management offices (IMOs) for acquisitions, including workstream planning, governance cadence, and progress reporting.
- Drive Day 1 readiness and post-merger integration across functions including finance, HR, IT, product, engineering, and commercial teams.
- Build and maintain synergy tracking to measure realized value against the deal model and flag risks early.
- Manage transition services agreements (TSAs) and other post-close commitments.
Deal evaluation and execution
- Build and own financial models for potential acquisitions, including valuation, synergy analysis, and accretion/dilution.
- Research and screen potential targets in support of the acquisition strategy.
- Prepare investment materials and recommendations for the C-suite and Board.
Building the M&A function
- Develop repeatable tools and templates, including diligence checklists, integration playbooks, and model templates, so transactions of different sizes can be executed efficiently.
Expected Role Mix
- Diligence and integration: roughly 60–70%
- Deal evaluation and execution: remaining 30–40%
Requirements
- 2–4 years of experience in strategy or operations consulting, investment banking, or transaction advisory, with direct involvement in M&A transactions.
- Demonstrated experience running workstreams or projects with multiple stakeholders, ideally including diligence or post-merger integration.
- Strong financial modeling skills, including the ability to build a transaction model from scratch.
- Excellent written and verbal communication, including experience preparing materials for senior executives.
- Comfort with ambiguity and the ability to drive work forward without direct authority over the people involved.
- Willingness to travel as needed during active diligence and integration.
- Bachelor’s degree in business, finance, economics, engineering, or a related field.
Preferred Qualifications
- Experience on the buy side or on integration projects (as opposed to only sell-side or strategy work).
- Exposure to travel, travel technology, or B2B software.
- Experience building templates, playbooks, or repeatable processes.
- MBA or relevant professional certification (e.g., CFA, CPA), though not required.
Compensation & Benefits
The organization strives to offer fair, industry-competitive, and equitable compensation. Total compensation includes base salary, an annual performance bonus, company equity, and comprehensive benefits.
Base Salary Hiring Ranges (anticipated)
- New York Metro Area, San Francisco Bay Area, Seattle Metro Area: $120,000 - $150,000
- California, New Jersey, Washington, New York, Washington, D.C., Massachusetts, Connecticut: $115,000 - $144,000
- Hawaii, Alaska, Maryland, Illinois, New Hampshire, Oregon, Colorado, Virginia, Delaware, Minnesota, Rhode Island, Pennsylvania, Texas: $110,000 - $138,000
- All other U.S. states: $104,000 - $131,000
Actual compensation may vary based on individual qualifications and the applicable geographic market.
Benefits
- Equity in the form of stock options
- Pre-tax and ROTH 401(k) options via Fidelity with up to a 4% company match
- Comprehensive benefit plans covering medical, dental, vision, life, and disability effective on your hire date (100% of employee premiums and 85% of eligible dependents)
- Pre-tax flexible spending account options for health, dependent care, and commuter expenses
- Flexible PTO in addition to 10 company holidays and an end-of-year company shutdown
- Up to 26 weeks of Parental Leave
- Monthly cell phone/internet stipend
- Additional perks including IATAN travel membership, pet insurance, financial wellness tools, Calm app access, and more
Location
United States (salary ranges vary by geographic market, including the New York Metro Area, San Francisco Bay Area, Seattle Metro Area, California, New Jersey, Washington, New York, Washington, D.C., Massachusetts, Connecticut, and other listed states).