Project Coordinator

Project Coordinator

Location: Remote, Colombia (collaborating daily with the U.S. team)

Employment Type: Full time

We are seeking a highly organized Project Coordinator to become the organizational hub of a growing sell side M&A advisory firm that helps founders and families sell the businesses they spent decades building. Working much like a project manager for each deal, you'll keep every transaction moving from seller intake and valuation through due diligence, contracts, and closing, so the firm's advisors always have accurate, current information to guide clients and negotiate.

This is the firm's first dedicated transaction management seat, which means live deals from day one, real ownership, and a path toward future leadership in the transaction management function. You'll work U.S. Pacific business hours alongside a small, collaborative team that takes its work seriously without taking itself too seriously.

Benefits and Compensation

• Permanent Work from Home
• Paid Time Off
• Monthly Performance Bonus
• Annual Bonus
• Health Allowance
• Internet Allowance

What you'll do

• Seller Intake & Valuation Coordination: Collect and organize financial statements, tax returns, balance sheets, W2 forms, fixed asset lists, and other seller information. Set up seller portals, build transaction files, and coordinate engagement letters, valuation order forms, fee collection, and delivery of complete valuation packages.
• Transaction Documents & Timelines: Populate approved standard forms and manage the flow of representation agreements, disclosures, IOIs and LOIs, purchase agreements, addenda, and contingency removals among sellers, buyers, advisors, and attorneys. Keep a clear record of key dates, commitments, extensions, and open items so advisors can see what's done, what's pending, and how each deal is tracking against its timeline.
• Due Diligence & Data Room Management: Manage diligence from the buyer's request list through completion: track every item, follow up on what's outstanding, prepare weekly diligence call agendas, and flag delays early. Build and maintain organized electronic data rooms, set permissions, control access, and close access after closing.
• Financing, Property & Closing Coordination: Coordinate seller side documents requested by lenders and keep advisors informed of financing milestones. When deals include real estate or leased facilities, collect landlord documents, track escrow deposit deadlines, and follow up on environmental reports. Pull together corporate documents, inventory counts, settlement statements, final checklist items, and closing schedules to get every deal across the finish line.
• Post Closing & Client Care: Support clients after the transaction, complete final transaction files, and maintain an organized archive of completed engagements.
• Administrative & Marketing Support: Schedule and confirm appointments for the firm's principals, coordinate seller, buyer, lender, and escrow calls, post approved listings and status updates to the firm's website, and help create simple marketing materials and social media content. This support will lighten over time as the role becomes more focused on transactions.

Please note: the firm's M&A advisors negotiate terms, advise on valuation and deal structure, and make decisions on behalf of clients. This role manages the process, not the deal, and does not provide financing advice or perform activities that require a California real estate license.

What you'll bring

• 3+ years of hands on experience in a transaction focused environment, ideally having taken deals from initial documentation all the way through closing.
• A relevant background such as U.S. mortgage loan processing, title or escrow on U.S. transactions, real estate transaction coordination, transactional paralegal or legal support, or transaction coordination at a business brokerage, investment banking, or M&A advisory firm. Hands on experience matters more than job title.
• Strong written and spoken English, with communication that is friendly, professional, and appropriately persistent with business owners, buyers, attorneys, lenders, escrow officers, and landlords.
• Exceptional attention to detail. You verify completed items against the actual documents, not just a checklist.
• Proven ability to juggle several active transactions, deadlines, and parties at once.
• Comfort working with electronic data rooms, client portals, document trackers, and spreadsheets.
• Availability to work U.S. Pacific business hours.
• A reliable, fast internet connection and a quiet, professional workspace.
• No professional license required.

Bonus points if you have:

• Experience with sell side M&A or business brokerage transactions.
• Basic graphic design skills for simple marketing materials and social media posts.

How you work

• Problem solving: You spot issues before they become problems and keep deals moving when they hit a snag.
• Teamwork: You thrive as an integral part of a small professional team and pitch in wherever the firm needs support.
• Sound judgment: You know that not every open item carries the same weight, and you bring the ones that could affect a closing to the advisors early.
• Planning & organizing: You run a detailed process with clear systems, so nothing falls through the cracks across multiple deals.
• Professionalism: You represent the firm with warmth and composure in every call, email, and document.
• Quality focus: You take pride in accurate files, complete documents, and clean records.
• Dependability: You follow up consistently, own your process, and can be counted on to work independently.
• Ethics: You handle confidential financial and transaction information with discretion and integrity.