Job Description

Client Success Manager (Fully Remote, USA Timezone)

Morgan & Westfield

helps business owners sell their companies. Since 2008, we've closed hundreds of deals using a simple, four-step process. We are a small, fast team that hates office politics and loves getting things done. We approach everything through our core values of

learning, simplicity,

and

openness

.

You will work directly with our founder, Jacob Orosz. He has 25 years of experience, hosts a top M&A podcast, and has written six books on the subject. If you want to learn the mechanics of M&A from the best, this is the place to do it.

The Role

This is a 100% remote, full-time role (US Eastern Time). You will work directly with our Founder and sellers to move businesses from initial consultation to a successful closing.

Your time will be split into two main areas:

70% Client Success:

You'll talk to business owners, answer their questions, and keep the sale moving forward.

30% Process Improvement:

You will help us improve our internal systems. If a process is slow or broken, you'll help fix it.

What You Will Do Daily

Communicate:

You will be on the phone and in the inbox every day. You need to be the calm, organized voice that clients trust.

Manage the Process:

You'll keep track of every document, deadline, and detail from the first meeting to the final signature.

Write and Edit:

You'll take complex business data and turn it into clear, catchy teasers and memorandums that make buyers want to invest.

Read Financials:

You will look at financial statements, figure out what the numbers mean, and explain them simply.

Your Qualifications

A Proven Track Record:

3-4 years of experience in business, finance, or professional services.

Great Writing:

You can write a professional email or a 30-page report that is easy to read and free of errors.

Tech-Savvy:

You know your way around Google Workspace and love using tech to stay organized.

Problem Solver:

You don't wait to be told what to do. If you see a way to make a template better, you do it.

Why Work With Us?

Unrivaled Access:

Work directly with a top-tier M&A expert in a supportive, growth-oriented environment.

Stability:

We are debt-free, privately owned, and built for the long term.

Ownership:

No micromanagement. We value your autonomy and your ideas for improvement.

Tiered Earnings:

Competitive base + Monthly Performance Bonus + Closing Bonus.

Investment in You:

10% of your paid time is dedicated strictly to learning.

Benefits:

Retirement plan, healthcare reimbursement, and an annual attendance bonus.

Culture:

Click this link to listen to a brief discussion with Jacob Orosz about the role and our culture. Link: http://bit.ly/4phqs72

How to Apply

We use a specific system to manage our deals and our hiring.

Please skip the "Apply" button on Indeed and use this link instead: https://bit.ly/3LjqYmZ

Job Types: Full-time, Permanent

Pay: R25000,00 - R60000,00 per month

Work Location: Remote