M&A and Client Success Advisor

Adaptive Teams; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading provider in acquisition advisory is seeking an Acquisition Advisor to guide clients through the M&A process. This role entails being the first point of contact for inbound leads, educating them on best practices, and offering tailored advice. Exceptional communication and financial acumen are essential, as is the ability to build trust with clients. The position offers flexibility with fully remote work, aiming to create impactful relationships in the online business M&A space.

Servicios

Flexible schedule

Fully remote work environment

Engage with qualified clients

Formación

• Experience in transaction advisory, buy-side diligence, or investment banking.
• Ability to interpret financial statements and deal dynamics.
• Strong verbal and written communication skills.

Responsabilidades

• Be the first point of contact for inbound client leads.
• Educate clients on M&A processes, risks, and best practices.
• Build trust by offering transparent advice.

Conocimientos

Experience in M&A

Solid financial acumen

Exceptional English communication skills

Outstanding people skills

Highly organized and responsive

Familiarity with online, SaaS, or digital businesses

Descripción del empleo

Adaptive Teams is proud to be part of a group of companies founded by Nate Ginsburg, built with a two-fold mission: to discover and empower amazing talent while building strong, connected communities all around the world. This vision drives everything we do, from the way we recruit to how we encourage collaboration across global teams. It’s not just about finding the right people for the job; it’s about creating meaningful work that contributes to something bigger.

When you join Adaptive Teams, you’re stepping into a network that believes in the power of talent and community. We seek out individuals who are passionate, skilled, and ready to contribute to a larger purpose. Our projects allow you to showcase your abilities while making real connections across industries and geographies.

Working with us means being part of a company that is committed to your growth and building thriving communities worldwide. If you’re looking to advance your career in an environment that values innovation and collaboration, Adaptive Teams is where you can truly flourish.

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.