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M&A and Client Success Advisor

M&A and Client Success Advisor

Adaptive TeamsSan José, San José Province, Costa Rica
Hace más de 30 días
Descripción del trabajo

Ready to turn complex deals into confident decisions? As an Acquisition Advisor, you’ll guide buyers through the M&A journey with insight, clarity, and genuine support—no cold calls, just meaningful conversations.

About the Company :

This is a full-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 buyers—searchers, aggregators, family offices, and first-time acquirers—to help them make confident, informed decisions. As we grow, we’re looking for someone who can serve as a trusted advisor to our inbound leads—most of whom are already highly qualified and acquisition-ready.

This is not a traditional sales role. Their leads are warm, and your job is to support and guide them—building trust, offering expert insights, and helping them understand how the company can help them succeed in their acquisition.

Location :   South America (Argentina Preferred) - Fully Remote

Your Mission : Day to Day Responsibilities

  • Be the first point of contact for inbound client leads exploring acquisitions.
  • Uncover buyers’ goals, concerns, and timelines.
  • Educate clients on M&A processes, risks, and best practices.
  • Recommend tailored diligence solutions based on deal size and complexity.
  • Build trust by asking the right questions and offering transparent advice.
  • Collaborate with internal teams to scope projects and finalize proposals.
  • Keep momentum strong—follow up with leads and support their decisions.

Your Toolbox : Skills to be Successful

  • Experience in M&A, transaction advisory, buy-side diligence, or investment banking.
  • Solid financial acumen—you can interpret financial statements and deal dynamics with ease.
  • Exceptional English communication skills—both verbal and written—you explain complex topics simply and professionally.
  • Outstanding people skills—you’re comfortable engaging buyers, founders, and investors.
  • Highly organized and responsive—you keep deals moving forward.
  • Bonus : Familiarity with online, SaaS, e-commerce, or digital businesses.
  • Your Perks : What's in it for you

  • Engage with serious, qualified clients—no cold outreach.
  • Make a real impact using your financial expertise.
  • Flexible schedule and fully remote work environment.
  • Join a respected brand in the online business M&A space.
  • Thrive with a supportive, high-performing team.
  • Why Adaptive Teams?

    At Adaptive Teams, we don’t just fill positions – we create pathways to success. Whether you’re a seasoned pro or just starting out, we’re here to help you grow, innovate, and make an impact. If you’re looking for exciting opportunities and, a team that’s as passionate as you are, this is the place to be.

    What to Expect from Our Application Process?

    Once you apply, you’ll receive an email guiding you through the next steps, including an assessment tailored to the role.

    After that, we’ll ask you a few brief questions about your experiences and work style—this is your opportunity to showcase what makes you unique and how you approach challenges. 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 assessments  under 45 minutes whenever possible, though some roles may require a slightly longer time investment.

    Once selected, you’ll have the chance to schedule an interview with our team. We aim to make the process as smooth and transparent as possible, so you’ll always know where you stand.

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    And • San José, San José Province, Costa Rica

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