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Adapt IT is an innovative information technology (IT) services and specialised solutions provider, delivering IT solutions to some of the most successful Manufacturing, Financial Services, Education and Energy organisations in over 40 countries worldwide.Adapt IT is committed to fair and sustainable business practices and strict adherence to legislative r…
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YES -M& A Graduate
Job description
Account Management
- Track activity and maintain clear records in CRM and report regularly on KPIs (in addition to maintaining accurate records of calls, meetings, transaction materials, etc.);
- Monitor and audit quality of Notes and Accounts in the funnel; identify incorrectly protected and low-quality accounts for weekly discussion and decision-making;
- Monitor notes for items requiring follow-ups and further engagements and escalate as required; audit existing documentation ensuring the availability of required materials such as Audited Financial Statements, marketing brochures, price lists, etc;
- Review no interest and inactive accounts on a bi-weekly basis; identify accounts that may be of opportunity to revisit through further discussion;
- Provide weekly feedback to the Corporate Development team (Executive, Senior Manager, Manager, Analyst) on the outstanding accounts requiring immediate further attention;
- Follow up and escalate outstanding Accounts to Senior Manager, Executive;
- Support Executive on account management within the team including but not limited to: assigning accounts to various leads on the team, researching financials and publicly available information related to listed companies for further discussions;
- Performing any other reasonable duties as required.
Tradeshow Research
- Conduct tradeshow, conference and industry events research and update the Executive on a weekly basis, the schedule and planning around event planning and attendance.
Research & Analysis
- Perform industry, and trend research, market analysis and market sizing to execute our M&A strategy;
- Demonstrate business acumen in the research, analysis, qualification, and assessment acquisition targets. Work with the Corporate Development Executive to identify high probability prospects looking to further explore the M&A process;
- Reviewing research list for potential leads, vetting and thoroughly researching each account to identify key metrics (such as revenue, employee number, and other metrics).
Minimum requirements
Qualification and Experience Requirements
- Bachelor’s degree in accounting or related (essential).
- Prior working experience an advantage
Method of Application
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