About the Company

Our 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 Youll Be Doing

The 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 platforms value proposition. You will receive training and coaching to develop expertise in these areas.

Key Responsibilities

• Understand each members unique investment strategy and goals to ensure proper platform setup and long-term success

• Drive KPIs related to member engagement and product adoption

• Conduct proactive outreach to improve platform usage

• Complete 20+ connected calls per week

• Respond promptly to inbound member requests via email

• Launch targeted email campaigns to increase engagement

• Identify and report common product and service feedback to internal stakeholders

• Manage CRM (Salesforce) administration related to account patch management

• Handle member help requests via phone and email

• Participate in internal meetings and contribute to cross-functional projects as needed

Qualifications

• 5–10 years of professional experience

• 2+ years of quota-carrying experience in B2B sales, account management, or customer success

• Exposure to or experience within investment banking, private equity, or adjacent financial services is strongly preferred

• Exceptional written and verbal communication skills

• Demonstrated track record of performance and increasing levels of responsibility

• Highly organized, responsive, and detail-oriented

• Tech-savvy and comfortable navigating CRM and SaaS tools

• Professional, positive, and accountable work style

Working Model

This 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 Values

• Expect 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.