Adaptive Teams · 1 week ago
Customer Success Consultant (M&A / Deal Advisory)
United States
Full-time
Remote
Mid Level
$2,000/mo - $4,000/moAdaptive 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.
Outsourcing/Offshoring
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
Qualification
Required
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
Adaptive Teams
At Adaptive Teams, we take the guesswork out of recruitment, ensuring your company finds the right remote talent at the right time.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase