Description

<p><b>Customer Success Associate</b></p><p>SMB Deal Hunter</p><p>Remote  |  Full-Time (1099 Contractor)  |  ET Hours</p><p><br></p><p><b>SMB Deal Hunter </b>is the leading platform for small business buyers. In the past 12 months, weve 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.</p><p><br></p><p>We’re looking for an energetic, organized <b>Customer Success Associate</b> to help deliver an exceptional first experience for every new member.</p><p><br></p><p><b>This role is the first touchpoint of our brand. </b>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.</p><p><br></p><p>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.</p><p><br></p><p><b>What You’ll Do</b></p><p><br></p><p><b>Run Onboarding Calls</b></p><p><br></p><ul><li><b>Conduct 15–30 onboarding calls per week </b>with new SMB Deal Hunter Pro members, following our structured onboarding playbook.</li></ul><p><br></p><ul><li>Deliver a high-energy, consistent walkthrough that sets clear expectations and builds momentum from day one.</li></ul><p><br></p><ul><li>Learn each member’s goals, background, and timeline so you can point them to the right advisors, tools, and resources.</li></ul><p><br></p><ul><li>Make sure every member leaves the call knowing exactly what to do in their first 7, 14, and 30 days.</li></ul><p><br></p><p><b>Support Members Through Their First 30 Days</b></p><p><br></p><ul><li>Monitor progress, follow up, and help course-correct when momentum stalls.</li></ul><p><br></p><ul><li>Track leading indicators (call attendance, CIM submissions, LOIs, questions asked) to identify at-risk members before they disengage.</li></ul><p><br></p><ul><li>Help run weekly “Success Check-in” sessions or office-hours-style group calls.</li></ul><p><br></p><p><b>Help Keep the Community Active and Welcoming</b></p><p><br></p><ul><li>Welcome new members inside Slack and introduce them to relevant channels and resources.</li></ul><p><br></p><ul><li>Answer common questions and route more complex ones to advisors.</li></ul><p><br></p><ul><li>Help maintain community guidelines, encourage collaboration, and highlight member wins.</li></ul><p><br></p><ul><li>Surface community trends, pain points, and commonly asked questions to the leadership team.</li></ul><p><br></p><p><b>Support Onboarding Operations</b></p><p><br></p><ul><li>Help manage the onboarding pipeline from purchase → scheduling → call → 30-day success → handoff to our M&A advisory team.</li></ul><p><br></p><ul><li>Troubleshoot basic technical issues related to account access, scheduling, or member resources – and escalate when needed.</li></ul><p><br></p><ul><li>Keep onboarding SOPs, templates, and checklists up to date as the process evolves.</li></ul><p><br></p><ul><li>Share member feedback and friction points with the team so we can continuously improve the experience.</li></ul><p><br></p><p><b>Retention & Support</b></p><p><br></p><ul><li>Proactively reach out to disengaged members to re-activate them.</li></ul><p><br></p><ul><li>Answer support questions via email, Slack, or in onboarding calls.</li></ul><p><br></p><ul><li>Monitor member health scores and early churn signals, flagging concerns to the Customer Success Manager.</li></ul><p><br></p><p><b>What Success Looks Like</b></p><p><br></p><ul><li>90%+ of new members complete all key onboarding milestones.</li></ul><p><br></p><ul><li>High show-rate to calls due to your reminders, energy, and clarity.</li></ul><p><br></p><ul><li>Members consistently report that onboarding exceeded their expectations.</li></ul><p><br></p><ul><li>Fast “time to first win” (CIM submitted, lender intro, LOI drafted, etc.).</li></ul><p><br></p><ul><li>You contribute to strong community engagement in members’ first month.</li></ul><p><br></p><p><b>You’re a Great Fit If You…</b></p><p><br></p><ul><li>Have 1–3 years of experience in customer success, account management, operations, or a client-facing role.</li></ul><p><br></p><ul><li>Are extremely organized and thrive when following (and improving) a process.</li></ul><p><br></p><ul><li>Communicate clearly and warmly, both on calls and in writing.</li></ul><p><br></p><ul><li>Love helping people succeed and know how to keep them accountable without being pushy.</li></ul><p><br></p><ul><li>Have strong emotional intelligence and can adapt your style depending on who you’re talking to.</li></ul><p><br></p><ul><li>Are comfortable with tools like Slack, Zoom, Airtable, and CRM systems.</li></ul><p><br></p><ul><li>Enjoy working in a fast-moving, entrepreneurial environment where things change quickly.</li></ul><p><br></p><ul><li>Can work Eastern Time hours regardless of where you live.</li></ul><p><br></p><p><b>Why SMB Deal Hunter?</b></p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p><b>The Details</b></p><p><br></p><ul><li>Type: Full-Time (1099 Contractor)</li></ul><p><br></p><ul><li>Location: Remote (open globally, must work ET hours)</li></ul><p><br></p><ul><li>Compensation: <b>$54K-$67.5K CAD/year</b> ($40-$50K USD) + Performance Bonus</li></ul><p><br></p><ul><li>Start: Immediate</li></ul><p><br></p><p><b>How to Apply</b></p><p><br></p><p>Submit the following to hiring@smbdealhunter.xyz with the subject line “I’m your customer success associate” and include:</p><p><br></p><ul><li>Your resume</li><li>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.</li></ul>