Careers

Partnership Development Manager

Location: Corporate

Description:

We are looking for a dynamic, motivated Partnership Development Manager who will be an integral member of our Dallas based Business Development Team, successfully building relationships with business owners and key stakeholders to generate meetings for our Business Development Team. We are a private equity-backed foundation solutions company, and you will be a key contributor to our continued rapid growth!

With three generations of commitment to the basic guidelines for good customer service, hard work and pride in what we do, Blue Cardinal is creating a family of unmatched home services businesses. Over the years, Blue Cardinal Home Services Group has seen many seasons of change. While each chapter has been unique, our passion for growth, giving back to our community, and creating meaningful connections has remained the same. Today, we’re eager to share our experiences and support framework with home services businesses who, like us, wish to build their legacy and embrace a culture of trust and partnership.

We are looking for high-performing, dynamic team members who contribute to a company that supports a ”Greatest Place to Work” culture. We are looking for a Partnership Development Manager that will:

Overview of Responsibilities:

  • Grow our new partnerships pipeline:
    • Collaborate with research teams to generate business target lists.
    • Establish meaningful relationships with new and existing contacts to generate meetings for our Business Development Team.
    • Be an expert on our value proposition and approach to new partnerships to address business owner questions about affiliating with Blue Cardinal.
  • Grow our culture by:
    • Being a partner to our Business Development Team by providing quality leads, information, and outreach efforts.
    • Collaborating with Business Development Directors to ensure a smooth transition from inside to outside sales teams.
    • Bringing a competitive nature to achieve primary metrics for call volume, outreach, and lead generation.
  • Communicate professionally and effectively.
  • Support the team with new outreach initiatives, as needed.
  • Bring a “fire in the belly” to win, create, and maintain a BEST Place Work Culture by living our Core Values.

Day-to-Day Expectations will include:

  • Managing your target lists and leads to ensure quality performance.
  • Demonstrating ability to persuade potential partners to move forward in the partnership process and conveying advantages of affiliating with Blue Cardinal.
  • Utilizing and leveraging our CRM and systems to manage leads, track outreach activity, and update owner information.
  • Staying up to date with industry trends, communication tactics, and the Blue Cardinal value proposition.
  • Demonstrating high-confidence and competency in “winning over” gatekeepers and business owners.

Requirements:

· Due to the nature of the role and responsibilities, the Partnership Development Manager is expected to be in the office full-time at our Dallas, TX headquarters.

· High school diploma or equivalent.

· 3+ years of proven experience as a Sales and/or Customer Service professional.

· Prior experience and comfort with cold calling.

· Excellent communication skills.

· Prior experience with CRM software, HubSpot experience is a plus!

· Ability to work independently, manage time effectively, and achieve goals and metrics.

· Goal-oriented with a strong work ethic and a results-driven mindset.

· Prior experience working in home services businesses is a plus.

· Proven track record as a successful business development professional.

In this role, you can expect:

  • Competitive Compensation & Benefits:
    • Competitive salary and robust performance bonus structure
    • 401k
    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Life insurance
    • Paid time off
    • Paid holidays
    • Empowered, passionate, and exciting culture
  • Established Company:
    • You are a part of a reputable and well-established company, with three generations of experience.
    • We have a strong customer base and a track record of success.

    We believe in helping you Dream, Build and Grow so you can focus on having a career not just a job!

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M&A Associate

Location: Corporate

Description:

Job Summary:The M&A Analyst will support the Mergers and Acquisitions team in identifying, analyzing, and executing acquisition opportunities. This role involves conducting financial analyses, market research, and due diligence to help assess the strategic value of potential deals. The ideal candidate will have a strong financial background, excellent analytical skills, and a keen interest in corporate growth through M&A.

Key Responsibilities:

Deal Sourcing and Analysis:

  • Assist in identifying and evaluating acquisition targets, including initial screening and market research.
  • Conduct industry and company-specific research to support strategic planning and target identification.
  • Prepare financial models and valuation analyses to assess the attractiveness of target companies.

Financial Modeling:

  • Develop and maintain detailed financial models, including discounted cash flow (DCF), precedent transactions, and comparable company analyses.
  • Forecast financial performance and project post-acquisition synergies and outcomes.

Due Diligence:

  • Coordinate with cross-functional teams, including finance, legal, operations, and tax, to gather relevant information.
  • Support due diligence processes, ensuring thorough understanding and analysis of financials, operations, and strategic fit.
  • Assist in organizing and managing the due diligence data room, ensuring timely and accurate document flow.

Transaction Execution:

  • Prepare materials for executive presentations, summarizing deal rationale, financial implications, and strategic fit.
  • Support transaction documentation, including non-disclosure agreements (NDAs), letters of intent (LOIs), and other required legal documentation.
  • Work closely with the legal and finance teams to execute agreements and support integration planning.

Post-Acquisition Support:

  • Assist in post-acquisition integration efforts by tracking key milestones, coordinating with integration teams, and ensuring that financial and operational targets are met.
  • Conduct post-deal analysis to assess the financial and operational performance of acquired businesses.

Requirements:

Qualifications:

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field; an MBA or CFA designation is a plus.
  • 2+ years of experience in investment banking, private equity, consulting, or a corporate M&A environment.
  • Strong financial modeling, valuation, and analytical skills.
  • Knowledge of M&A processes, including due diligence, deal structuring, and integration.

Skills:

  • Proficiency in Excel, PowerPoint, and financial modeling software.
  • Excellent communication skills, with the ability to clearly present complex information.
  • Strong attention to detail and the ability to work effectively under tight deadlines.
  • Demonstrated ability to work both independently and as part of a team.
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