Description

Customer Success Associate

SMB Deal Hunter

Remote  |  Full-Time (1099 Contractor)  |  ET Hours

SMB Deal Hunter is the leading platform for small business buyers. In the past 12 months, we’ve helped aspiring acquisition entrepreneurs close over $130M 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 an energetic, organized Customer Success Associate to help 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.

This is a junior role that reports to our Customer Success Manager. You’ll follow a proven playbook, get hands-on coaching, and grow into a customer success career path with real impact.

What You’ll Do

Run Onboarding Calls

  • Conduct 15–30 onboarding calls per week with new SMB Deal Hunter Pro members, following our structured onboarding playbook.

  • Deliver a high-energy, consistent walkthrough that sets clear expectations and builds momentum from day one.

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

  • Make sure every member leaves the call knowing exactly what to do in their first 7, 14, and 30 days.

Support Members Through Their First 30 Days

  • 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.

  • Help run weekly “Success Check-in” sessions or office-hours-style group calls.

Help Keep the Community Active and Welcoming

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

  • Answer common questions and route more complex ones to advisors.

  • Help maintain community guidelines, encourage collaboration, and highlight member wins.

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

Support Onboarding Operations

  • Help manage the onboarding pipeline from purchase → scheduling → call → 30-day success → handoff to our M&A advisory team.

  • Troubleshoot basic technical issues related to account access, scheduling, or member resources – and escalate when needed.

  • Keep onboarding SOPs, templates, and checklists up to date as the process evolves.

  • Share member feedback and friction points with the team so we can continuously improve the experience.

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, flagging concerns to the Customer Success Manager.

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 consistently report that onboarding exceeded their expectations.

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

  • You contribute to strong community engagement in members’ first month.

You’re a Great Fit If You…

  • Have 1–3 years of experience in customer success, account management, operations, or a client-facing role.

  • Are extremely organized and thrive when following (and improving) a process.

  • Communicate clearly and warmly, both on calls and in writing.

  • Love helping people succeed and know how to keep them accountable without being pushy.

  • Have strong emotional intelligence and can adapt your style depending on who you’re talking to.

  • Are comfortable with tools like Slack, Zoom, Airtable, and CRM systems.

  • Enjoy working in a fast-moving, entrepreneurial environment where things change quickly.

  • Can work Eastern Time 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: $54K-$67.5K CAD/year ($40-$50K USD) + 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 excited about this role, an example of a time you helped someone succeed or stay on track, and what you think great onboarding looks like.