Client Success Manager

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.