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

March 7, 2026

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

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...