Customer Success Associate and Account Manager (Remote)

Job Description

SMB Deal Hunter is the leading platform for small business buyers. In the past 12 months, we've helped aspiring acquisition entrepreneurs close over $115M in acquisitions through helping them find profitable companies for sale, learn creative financing strategies, and join a thriving community of buyers, investors, and operators.

We’re looking for a world-class Customer Success & Onboarding Specialist to deliver an exceptional first experience for every new member.

This role is the first touchpoint of our brand. You will set the tone for our members’ entire journey: onboarding them, guiding their first 30 days, and ensuring they make real progress toward buying a small business.

What You’ll Own

Member Onboarding (Primary Responsibility)

• Run 15–30 onboarding calls per week with new SMB Deal Hunter Pro members.

• Deliver a consistent, high-energy onboarding walkthrough that sets expectations and builds momentum.

• Diagnose each member’s goals, background, and timeline so you can route them to the right advisors and tools.

• Ensure every member knows exactly what to do in their first 7, 14, and 30 days.

First 30-Day Success Management

• Monitor progress, follow up, and help course-correct when momentum stalls.

• Track leading indicators (call attendance, CIM submissions, LOIs, questions asked) to identify at-risk members before they disengage.

• Run weekly “Success Check-in” sessions or office-hours-style calls.

Community Management & Engagement

• Welcome new members inside Slack and introduce them to relevant channels and resources.

• Encourage participation and answer recurring questions (or route them to advisors).

• Maintain community hygiene: enforce guidelines, encourage collaboration, highlight wins.

• Surface community trends, pain points, and commonly asked questions to the leadership team.

Customer Experience & Operations

• Own the entire onboarding pipeline from purchase ➝ scheduling ➝ call ➝ 30-day success ➝ handoff to long-term team of M&A advisors.

• Troubleshoot technical issues related to onboarding, account access, or member resources, and coordinate with our internal team when escalations are needed.

• Collaborate with our advisors for warm handoffs.

• Update onboarding SOPs, playbooks, templates, and checklists.

• Serve as the internal voice of the customer—identify friction and propose improvements to curriculum, tools, and onboarding flow.

Retention & Support

• Proactively reach out to disengaged members to re-activate them.

• Answer support questions via email, Slack, or in onboarding calls.

• Monitor member health scores and early churn signals.

• Improve our NPS and first-30-day milestone completion rates.

What Success Looks Like

• 90%+ of new members complete all key onboarding milestones.

• High show-rate to calls due to your reminders, energy, and clarity.

• Members report that onboarding exceeded expectations.

• Faster “time to first win” (CIM submitted, lender intro, LOI drafted, etc.).

• Strong community engagement in members’ first month.

• The operations around onboarding run smoothly and predictably.

You’re a Great Fit If You…

• Have 2–5+ years of experience in customer success OR are a high-performing recent graduate with internships, leadership roles, or hands-on responsibility in customer success, operations, coaching, or community roles

• Are extremely organized and thrive in process-driven environments.

• Communicate clearly and warmly.

• Love helping people succeed and know how to keep them accountable.

• Have strong emotional intelligence and can adapt your style based on who’s on the call.

• Enjoy working in fast-growth, entrepreneurial environments.

• Are tech-savvy with tools like Slack, Zoom, Airtable, CRM systems, Typeform, etc.

• Can work ET hours regardless of where you live.

Why SMB Deal Hunter?

You’ll join a fast-growing company supporting the next generation of acquisition entrepreneurs. Our members are passionate, ambitious, and action-oriented—and your work directly helps them build life-changing outcomes.

We move fast, iterate constantly, and treat our team like owners. If you want to join a high-urgency, high-impact environment where every day is different, you’ll love it here.

The Details

• Type: Full-Time (1099 Contractor)

• Location: Remote (open globally, must work ET hours)

• Compensation: $40-$50K USD /year + Performance Bonus

• Start: Immediate

How to Apply

Submit the following to hiring@smbdealhunter.xyz with the subject line “I’m your customer success associate” and include:

• Your resume
• A short Loom video (1–2 minutes) explaining why you’re a strong fit for this role, examples of how you’ve helped customers succeed or stay accountable, and what you believe great onboarding looks like.