Customer Success Consultant (M&A / Deal Advisory)
About The Position
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 Company: This is a part-time role for one of our internal companies, a leading provider of Quality of Earnings and due diligence services for online business acquisitions. They work with business buyers—searchers, aggregators, family offices, and first-time acquirers—to help them make confident, informed decisions. Location: United States - Fully Remote
Requirements
- Strong consulting and analytical mindset (think advisor, not order-taker)
- Solid financial competency—comfortable discussing financial statements, performance trends, and deal implications
- Experience in consulting, transaction advisory, finance, strategy, or customer success
- M&A experience is ideal, especially exposure to diligence, QoE, or transaction processes
- Ability to frame financial insights as business strategy, not just numbers
- Exceptional communication skills (native-level English required)
- Relationship builder who earns trust quickly with senior stakeholders
- Able to work independently in a part-time, high-autonomy role
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 investors
Benefits
- Part-time flexibility: ~20 hours/week
- Base salary: $2,000–$4,000/month
- Performance incentives tied to closed deals and expansion revenue
- Exposure to high-quality investors and operators
- Opportunity to help shape and scale new advisory offerings
- A role that rewards judgment, insight, and credibility—not volume selling
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
