[Remote] Customer Success Consultant (M&A / Deal Advisory)

Note: The job is a remote job and is open to candidates in USA. Adaptive Teams is a leading provider of Quality of Earnings and due diligence services for online business acquisitions. The role involves guiding clients through complex M&A decisions, managing inbound leads, and providing valuable insights into the M&A process. 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 Skills • 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 Benefits • **Performance incentives** tied to closed deals and expansion revenue • **Part-time flexibility:** ~20 hours/week • 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 Company Overview • At Adaptive Teams, we take the guesswork out of recruitment, ensuring your company finds the right remote talent at the right time. It was founded in 2023, and is headquartered in Minneapolis , US, with a workforce of 11-50 employees. Its website is Apply tot his job Apply tot his job

Apply tot his job

Apply To this Job