Customer Success Consultant (M&A / Deal Advisory)
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 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 investors Your Toolbox: Skills to be Successful
- 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 Your Perks: What's in it for you
- 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 Why Adaptive Teams? At Adaptive Teams, we don’t just fill positions – we create pathways to success. Whether you’re a seasoned pro or just starting out, we’re here to help you grow, innovate, and make an impact. If you’re looking for exciting opportunities and, a team that’s as passionate as you are, this is the place to be. What to Expect from Our Application Process? Once you apply, you’ll receive an email guiding you through the next steps, including an assessment tailored to the role. Be sure to check your inbox (and your spam folder, just in case) for further instructions. We understand your time is valuable, so we strive to keep the assessment process under 45 minutes whenever possible, though some roles may require a slightly longer time investment. Once selected, you’ll have the chance to schedule your first interview with our team. We aim to make the process as smooth and transparent as possible, so you’ll always know where you stand. Apply tot his job
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