Client Success Manager - Remote

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. #J-18808-Ljbffr Morgan & Westfield