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7 days ago
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Requirements and responsibilities
About the CompanyOur client is a leading online M&A sourcing platform serving professional acquirers and sellers of privately held small businesses. Their digital transaction platform improves the speed, confidentiality, and success with which small businesses hire M&A advisors, connect with potential acquirers, and achieve successful exits.In 2025 alone, over 12,500 lower middle market businesses pursued M&A through the platform, generating more than 1,000,000 connections, 100,000+ signed NDAs, and hundreds of millions of dollars in closed transactions.What You’ll Be DoingThe Go-To-Market (GTM) team drives new business acquisition and relationship growth across both the sell-side (investment banks, M&A advisors, business brokers, and business owners) and the buy-side (private equity firms, family offices, corporate development teams, independent sponsors, and search funds).As a member of the Customer Success team focused on buy-side accounts, your primary responsibility will be to support and engage members to ensure they are achieving success on the platform. This includes proactive outreach via phone and email, managing key internal processes, and maintaining accurate systems and reporting.You will play a critical role in building trust and reinforcing a reputation for excellence in customer support. Every interaction should result in positive outcomes and increased member satisfaction. The team also conducts proactive outreach to members whose usage has declined or from whom additional information is required.High performance in this role is achieved by mastering the product, understanding member use cases, and effectively communicating the platform’s value proposition. You will receive training and coaching to develop expertise in these areas.Key ResponsibilitiesUnderstand each member’s unique investment strategy and goals to ensure proper platform setup and long-term successDrive KPIs related to member engagement and product adoptionConduct proactive outreach to improve platform usageComplete 20+ connected calls per weekRespond promptly to inbound member requests via emailLaunch targeted email campaigns to increase engagementIdentify and report common product and service feedback to internal stakeholdersManage CRM (Salesforce) administration related to account patch managementHandle member help requests via phone and emailParticipate in internal meetings and contribute to cross-functional projects as neededQualifications5–10 years of professional experience2+ years of quota-carrying experience in B2B sales, account management, or customer successExposure to or experience within investment banking, private equity, or adjacent financial services is strongly preferredExceptional written and verbal communication skillsDemonstrated track record of performance and increasing levels of responsibilityHighly organized, responsive, and detail-orientedTech-savvy and comfortable navigating CRM and SaaS toolsProfessional, positive, and accountable work styleWorking ModelThis role operates on Eastern Time (NYC) hours and is fully remote. Team members are based across the U.S. and Latin America. Periodic travel to New York (3–4 times per year) may be required for company-wide in-person collaboration.Reliable high-speed internet connectivity is required for remote work.Company ValuesExpect and Deliver Excellence – Consistently produce high-quality work and hold yourself and others to a high standard.Be an Owner – Demonstrate accountability, transparency, and results-driven execution.Obsess Over Member Trust – Act in ways that earn and retain member confidence.Communication Matters – Prioritize clarity, responsiveness, and collaboration.Invent and Simplify – Continuously seek smarter, scalable ways to improve the member experience.
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