Buyside Customer Success Associate - 12923

Role: Buyside Customer Success Associate 

About the Platform We operate a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors, engage with potential acquirers, and achieve successful exits. In 2025 alone, our platform facilitated over 1,000,000 connections and hundreds of millions of dollars in successfully closed transactions in the lower middle market.

What will you be doing? The Go-To-Market (GTM) team is our sales and customer success organization, focused on winning new business and growing existing relationships across the “sell-side” (investment banks, M&A advisors) and “buy-side” (private equity, family offices, corporate development).

As a member of the Customer Success team, your primary responsibility is to support our buy-side members. This includes proactively engaging with inbound prospects and existing customers via phone and email, managing critical processes, and ensuring our systems remain accurate. You will be responsible for proactive outreach to members whose usage is waning, ensuring positive outcomes and bolstering our reputation for excellence in support.

Responsibilities:

• Strategic Alignment: Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.

• Engagement KPIs: Drive key performance indicators around member engagement through consistent phone and email interaction.

• Operational Execution: Deliver on core customer success tasks, including:

  • Proactive member outreach to drive improved platform usage.

  • 20+ connected calls per week; promptly responding to inbound requests and launching email campaigns.

  • Salesforce admin processing associated with patch management.

  • Managing help requests via phone and email.

• Product Advocacy: Reporting common product and service feedback to the appropriate internal teams to drive platform evolution.

• Internal Collaboration: Attending and participating in regular internal meetings and contributing to internal projects and initiatives as they arise.

Qualifications:

• 5–10 years of professional experience.

• 2+ years of credible experience in a quota-carrying role within B2B sales, account management, or customer success.

• Industry Knowledge: Prior exposure and GTM experience in or around investment banking or private equity is a strong plus.

• Communication: Exceptionally strong written and oral communication skills in English.

• Performance History: Referenceable history of achieving increasing levels of excellence in personal or professional settings.

• Core Skills: Highly responsive, organized, tech-savvy, and detail-oriented.

• Attitude: Positive and professional work attitude with the flexibility to adapt to a fast-paced environment.

• 1st Round: 30 min interview with VP of GTM.

• 2nd Round: 60 min Mock Sales Demo.

• 3rd Round: VP of Ops (45 min) & BizOps Manager (30 min).

• Final Round: 60 min with CEO.