South
Hi there! We are South and our client is looking for a
Customer Success Associate!
Note to Applicants:
Eligibility:
This position is open to candidates residing in Latin America.
Application Language:
Please submit your CV in English. Applications submitted in other languages will not be considered.
Professional Presentation:
We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.
About the Company Out US-based client is the trusted online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. We have built 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 2024, nearly 11,000 lower middle market businesses pursued M&A via the platform, leading to over 1,000,000 platform connections, 75,000+ signed NDAs, and hundreds of millions of dollars in successfully closed transactions.
What will you be doing? The go-to-market (GTM) team is the company’s sales and customer success organization, focused on winning new business and growing our existing relationships across the “sell-side” (investment banks, M&A advisors, business brokers, and business owners) and “buy-side” (private equity, family offices, corporate development, independent private equity sponsors & search funds). The team comprises sales and customer success professionals responsible for their patch of prospective and/or existing accounts.
As a Customer Success Associate on the GTM team, your primary responsibility is to execute the key tasks that 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 and up to date.
You will earn our members’ trust and bolster the company’s reputation for excellence in customer support. Each interaction that members have with the company should be held to the highest standards, resulting in positive resolutions and outcomes for our members. The Customer Success team is also responsible for proactive outreach to the company’s members whose usage of the platform is waning or from whom we require additional information.
The path to individual outperformance in this role is unlocked by mastering the ins and outs of the company’s product and the talk tracks that let you effectively communicate our value proposition with members. You will be actively trained, developed, and coached in these areas.
Responsibilities
Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.
Drive key KPIs around member engagement with the product, through phone and email interaction.
Deliver on a number of customer success responsibilities, including but not limited to:
Help requests via phone and email
20+ connected calls a week; promptly responding to member inbound requests via email; closing out cases in Salesforce; launching email campaigns to improve Member’s usage of the platform
Reporting common product and service feedback to the appropriate internal teams
Salesforce admin processing including contract processing and verification
Proactive member outreach to drive improved platform usage
Attending and participating in regular internal meetings and contributing to internal projects and initiatives as they arise
Must haves
2-6 years of professional experience
2+ years of credible and demonstrated experience in a quota carrying role within B2B sales/account management/customer success
Prior exposure and GTM experience in or around investment banking or private equity is a strong plus
Exceptionally strong written and oral communication skills in English
Referenceable history of achieving increasing levels of excellence in personal or professional settings
Highly responsive and organized
Tech savvy, detail-oriented, and flexible
Positive and professional work attitude
Nice-to-haves
Experience using Salesforce
Experience working with IA
Experience working in the Saas, Fintech or Finance industry
The Company Values
Expect and Deliver Excellence - you do high-quality work consistently, and you expect it from your colleagues as well.
Be an Owner - you have the personal maturity and accountability to take ownership for your work, to operate with transparency, and to focus on delivering results.
Obsess over Member Trust - you work in a way that helps the company consistently earn, grow and keep member trust.
Communication Matters - you deliberately focus on being an excellent communicator and collaborator with your teammates and with members.
Invent and Simplify - you are creative and curious, always looking for better ways to materially improve the quality and scalability of the member experience.
Time-zone and working hours Monday to Friday 8:30am - 5:30pm East Coast Time
Compensation 3,000 - 3,600 usd/month
Perks
10 days of PTO
US holidays
Great opportunity to sharpen your skill set while joining a fast-growing company!
If this opportunity sounds good to you,
send us your resume!
#J-18808-Ljbffr
Customer Success Associate!
Note to Applicants:
Eligibility:
This position is open to candidates residing in Latin America.
Application Language:
Please submit your CV in English. Applications submitted in other languages will not be considered.
Professional Presentation:
We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.
About the Company Out US-based client is the trusted online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. We have built 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 2024, nearly 11,000 lower middle market businesses pursued M&A via the platform, leading to over 1,000,000 platform connections, 75,000+ signed NDAs, and hundreds of millions of dollars in successfully closed transactions.
What will you be doing? The go-to-market (GTM) team is the company’s sales and customer success organization, focused on winning new business and growing our existing relationships across the “sell-side” (investment banks, M&A advisors, business brokers, and business owners) and “buy-side” (private equity, family offices, corporate development, independent private equity sponsors & search funds). The team comprises sales and customer success professionals responsible for their patch of prospective and/or existing accounts.
As a Customer Success Associate on the GTM team, your primary responsibility is to execute the key tasks that 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 and up to date.
You will earn our members’ trust and bolster the company’s reputation for excellence in customer support. Each interaction that members have with the company should be held to the highest standards, resulting in positive resolutions and outcomes for our members. The Customer Success team is also responsible for proactive outreach to the company’s members whose usage of the platform is waning or from whom we require additional information.
The path to individual outperformance in this role is unlocked by mastering the ins and outs of the company’s product and the talk tracks that let you effectively communicate our value proposition with members. You will be actively trained, developed, and coached in these areas.
Responsibilities
Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.
Drive key KPIs around member engagement with the product, through phone and email interaction.
Deliver on a number of customer success responsibilities, including but not limited to:
Help requests via phone and email
20+ connected calls a week; promptly responding to member inbound requests via email; closing out cases in Salesforce; launching email campaigns to improve Member’s usage of the platform
Reporting common product and service feedback to the appropriate internal teams
Salesforce admin processing including contract processing and verification
Proactive member outreach to drive improved platform usage
Attending and participating in regular internal meetings and contributing to internal projects and initiatives as they arise
Must haves
2-6 years of professional experience
2+ years of credible and demonstrated experience in a quota carrying role within B2B sales/account management/customer success
Prior exposure and GTM experience in or around investment banking or private equity is a strong plus
Exceptionally strong written and oral communication skills in English
Referenceable history of achieving increasing levels of excellence in personal or professional settings
Highly responsive and organized
Tech savvy, detail-oriented, and flexible
Positive and professional work attitude
Nice-to-haves
Experience using Salesforce
Experience working with IA
Experience working in the Saas, Fintech or Finance industry
The Company Values
Expect and Deliver Excellence - you do high-quality work consistently, and you expect it from your colleagues as well.
Be an Owner - you have the personal maturity and accountability to take ownership for your work, to operate with transparency, and to focus on delivering results.
Obsess over Member Trust - you work in a way that helps the company consistently earn, grow and keep member trust.
Communication Matters - you deliberately focus on being an excellent communicator and collaborator with your teammates and with members.
Invent and Simplify - you are creative and curious, always looking for better ways to materially improve the quality and scalability of the member experience.
Time-zone and working hours Monday to Friday 8:30am - 5:30pm East Coast Time
Compensation 3,000 - 3,600 usd/month
Perks
10 days of PTO
US holidays
Great opportunity to sharpen your skill set while joining a fast-growing company!
If this opportunity sounds good to you,
send us your resume!
#J-18808-Ljbffr