ConnectPay Payroll Services · 1 day ago
Mergers and Acquisitions Business Development Senior Analyst
Mansfield, MA
Full-time
Onsite
Mid, Senior Level
$80K/yr - $95K/yr
5+ years expConnectPay Payroll Services is seeking a motivated, detail-oriented Analyst to support the company’s acquisition program. This role focuses on sourcing, pipeline management, and deal execution, including CRM hygiene, prospecting, financial analysis, and diligence coordination, in a fast-paced environment.
ComplianceFinanceFinancial ServicesProductivity Tools
Responsibilities
Prospecting & Business Development Support
Research and identify acquisition targets aligned to ConnectPay’s strategy
Execute top-of-funnel outreach (calls, email, LinkedIn) and coordinate meetings with qualified prospects
Conduct discovery calls using internal frameworks; capture notes, assess fit, and document next steps
Guide prospects through intake and required document collection
Financial Analysis & Diligence Support
Build and maintain Excel models to analyze historical performance and forecast key drivers
Run scenario and sensitivity analysis (including “what needs to be true” cases) and summarize implications
Support diligence by requesting, organizing, and tracking key target-company data and materials
CRM & Data Management
Maintain accurate CRM records (contacts, activity notes, deal stage, and next steps) for targets and partners
Produce regular pipeline reports and dashboards; track outreach metrics and conversion rates
Operational Support & Technology Enablement
Evaluate emerging tools (e.g., AI applications, prospecting tech, automation platforms) to improve team efficiency
Organize shared files and ensure clean version control across M&A documentation
Qualification
Required
5+ years of progressive experience in financial services business development
Strong Excel skills (modeling, analysis, and clean presentation of outputs)
Highly organized, detail-oriented, and able to manage multiple priorities with follow-through
Strong written and verbal communication; professional, client-ready demeanor
Eagerness to learn and a self-starter with a strong work ethic and commitment to continuous improvement
Ability to handle multiple tasks and deadlines with poise and follow-through
Benefits
Equity
Annual bonus plan
401(k) with company contributions
Group medical, dental, and vision coverage
Life insurance
Short and long-term disability insurance
Flexible spending accounts
Company
ConnectPay Payroll Services
ConnectPay empowers small businesses across America through hassle-free payroll processing.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$8.36M2019-04-05Series Unknown· $3M
2016-11-15Series Unknown· $5.36M
Leadership Team
Michael Young
CEO & Co-Founder
Drew Schildwachter
Partner and COO
Recent News
2025-07-02
2025-06-16
Company data provided by crunchbase