Customer Success Consultant; M&A/Deal Advisory
Listed on 2026-01-16
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Business
Business Development
This isn’t a sales role. It’s a consulting‑led customer success role for someone who thrives in high‑stakes conversations, guides clients through complex decisions, and creates value early in the M&A process.
You’ll work with inbound leads—investors and operators navigating acquisitions—helping them understand what matters, where risks live, and how to move forward with confidence. If you think like a consultant, speak like an advisor, and build trust fast, keep reading.
About the Companya ети_business‑buyers—searchers, aggregators, family offices, and first‑time acquirers—to help them make confident, informed decisions.
LocationInformations - Fully Remote
Your Mission:Day to Day Responsibilities
Own and manage inbound leads for Quality of Earnings (QoE) and related deal advisory services
Act as a trusted advisor during early M&A conversations—before any deal is closed
Provide real value to prospects by explaining the M&A process, key diligence risks, and financial considerations
Perform light business and financial analysis to help clients frame decisions and next steps
Translate financial insights into clear, business‑focused recommendations
Proactively manage client relationships—not just respond to requests
Identify client pain points and naturally surface adjacent services and upsell opportunities
Introduce and position strategic add‑ons (e.g., transition planning, post‑close support)
Partner with internal delivery teams to ensure a seamless client experience
Hold confident, executive‑level conversations with buyers, operators, and'); /assistant analysis
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