Receive and Track Buyer Inquiries

• Monitor incoming inquiries from potential buyers regarding companies listed for sale.

• Receive email notifications of buyer inquiries and ensure they are recorded in the CRM (Sydney).

Send and Manage NDA Process

• Ensure an NDA (Non-Disclosure Agreement) is sent to the buyer for signature.

• Verify and track signed NDAs in the CRM.

Distribute Confidential Business Review (CBR)

• Send the Confidential Business Review (CBR), a 30–40-page document providing detailed information about the business, to buyers after NDA is signed.

Follow-up on Buyer Interest

• Follow up with buyers a few days after sending the CBR to gauge interest.

• Offer to schedule calls with the broker if the buyer shows continued interest.

• Conduct follow-ups via phone calls, emails, or text messages as needed.

Collaborate with Agents

• Initially, work with two agents and the client, maintaining separate login credentials in Sydney based on the assigned agent.

• Track time spent supporting each agent for accurate billing.

Must Haves

• At least 2 years of relevant experience

• Strong communication skills both verbal and written

Nice to Haves

• Proficient in Excel or spreadsheet 

• Experience collaborating with a business broker or real estate agent