Job Information
Henry Schein Sr. Closing and Transaction Coordinator - Remote in Melville, New York
JOB OVERVIEW:
The Senior Closing & Transaction Coordinator (SCTC) position plays a fundamental role in achieving client success, facilitating all phases of transaction from initial client engagement through closing. The SCTC position manages the workflow of all required client level engagement documentation to include, but not be limited to Practice Valuation, Engagement (Listing), and other related consulting and transactional agreements. SCTC will support Transition Sales Consultants (TSC) and our clients with drafting and review of transactional level documentation such as Letters of Intent, Asset Purchase Agreements, Lease Agreements, Employment Agreements, and other related schedules, disclosures. The SCTC role focuses on and ensures the accuracy and completeness of documentation, deadline and timeline adherence, compliance, and works effectively to ensure client success. The SCTC further researches and resolves questions between key stakeholders, client, and attorneys.
KEY RESPONSIBILITIES:Deal & Document Review (45%)
Work closely with the Senior Manager for Transition Services (SMTS), Administrative Support Team (AST), and in-house legal counsel where advised to advance and problem solve transactional waypoints
Review and edit transactional documents such as Consulting/Listing Agreements, Letters of Intent, Asset Purchase Agreements, Closing Overviews & Statements, and Invoices
Monitor deals in progress, anticipate potential issues, and develop strategies to ensure continuity and success
Apply business experience and industry knowledge, particularly in real estate transactions and corporate structures (i.e. S-Corp, C-Corp, Partnership, LLC/PLLC, Professional Associations)
Utilize ability to be conversant on basic cash flow documentation such that the data is applied to the transactional structure
Independently conduct large scale reviews and small point scrutiny, escalating issues to the Senior Manager or in-house legal counsel when necessary
Internal Constituent Collaboration & Support (25%)
Communicate and collaborate with Transition Sales Consultants (TSC) to advise and resolve transactional issues from start to finish
Assist and guide TSC to avoid stumbling blocks from engagement origination to closing
Provide guidance on documentation and process-oriented items
Forecast and resolve possible structural (corporate and/or deal) challenges
Analyze information, propose solutions, and deliver options in a thoughtful and professional manner to Dental Practice Transition (DPT) TSCs
Present to and aid the TSC in communicating options to their client
External Constituent & Associated Party Communication (15%)
Engage with external transition professionals (including but not limited to attorneys, landlords, accountants, lenders) on behalf of DPT clients to further facilitate successful transaction process and closing
Manage, represent and negotiate deal points to key clients to advance transactions to completion
DPT Client & Associated Party Communication (10%)
Communicate with DPT clients directly in conjunction with or on behalf of the TSC representative, simplifying complex deal language into understandable terms to aid the client in decision-making
Public Record Verification (5%)
Search public and company databases to review and confirm party related data
SPECIFIC KNOWLEDGE & SKILLS:
Computer knowledge: Word, Excel, Windows, Microsoft Outlook, Salesforce, as well as internet basics.
Understanding of sales processes for business sales.
Mathematical aptitude and computer applications skills required.
Experience working with Salesforce.com or similar CRM
Proven ability to problem-solve and exercise independent judgment, analytical, critical thinking.
Comfortable reviewing and responding to internal document requests, spotting and addressing issues.
Specific contract level acumen enabling SCTC to draft and review contract clauses pertaining to business terms.
Understanding of real estate transactions or experience with real estate transactions.
Basic understanding of net cash-flow and tax principles.
Working knowledge of different types of business organizations (LLC's, Corporations, Sole Proprietorship, etc.).
Strong time management skills and the ability to prioritize work and meet deadlines.
Exceptional attention to detail and accuracy.
Customer service oriented and ability to work with and resolve complex issues.
Ability to plan and arrange activities.
Ability to maintain confidential and highly sensitive information.
Ability to work in a team environment.
Ability to multi-task.
Ability to manage conflict.
Establish productive working relationships at multiple levels within the organization.
GENERAL SKILLS & COMPETENCIES:
Basic understanding of industry practices
General proficiency with tools, systems, and procedures
Basic planning/organizational skills and techniques
Good decision making, analysis and problem-solving skills
Excellent verbal and written communication skills
Basic presentation and public speaking skills
Excellent interpersonal skills
Developing professional credibility
MINIMUM WORK EXPERIENCE:
Typically 2 to 4 or more years of increasing responsibility in terms of any applicable professional experience, preference to be given to previous paralegal experience. Experience reviewing and editing contracts.
PREFERRED EDUCATION:
Typically a Bachelor's Degree or global equivalent in related discipline, preferably, successful completion of accredited juris doctor (JD) program.
TRAVEL / PHYSICAL DEMANDS:
Travel typically less than 10%. Remote/office environment. No special physical demands required.
COMPENSATION:
The posted range for this position is $54,540 - $95,445 which is the expected starting base salary range for an employee who is new to the role to be fully proficient in the role. Many factors go into determining employee pay within the posted range including education, prior experience, training, current skills, certifications, location/labor market, internal equity, etc.
This position is eligible for a bonus not reflected in the posted range.
Other benefits available include: Medical, Dental, and Vision Coverage, 401K Plan with Company Match, PTO, Paid Parental Leave, Income Protection, Work Life Assistance Program, Flexible Spending Accounts, Educational Benefits, Worldwide Scholarship Program and Volunteer Opportunities.
For more information about career opportunities at Henry Schein, please visit our website at: www.henryschein.com/careers
Henry Schein, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.
Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly