Customer Success Consultant (M&A Deal Advisory)

This isnt a sales role. Its 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.

Youll work with inbound leadsinvestors and operators navigating acquisitionshelping 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 buyerssearchers aggregators family offices and first-time acquirersto 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 conversationsbefore 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 relationshipsnot 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 competencycomfortable 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: Whats in it for you

• Part-time flexibility: 20 hours/week

• Base salary: $2000$4000/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 credibilitynot volume selling
  

Why Adaptive Teams
At Adaptive Teams we dont just fill positions we create pathways to success. Whether youre a seasoned pro or just starting out were here to help you grow innovate and make an impact. If youre looking for exciting opportunities and a team thats as passionate as you are this is the place to be.

What to Expect from Our Application Process
Once you apply youll 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 youll have the chance to schedule your first interview with our team. We aim to make the process as smooth and transparent as possible so youll always know where you stand.