Buyer Success Coordinator

About the role

The Buyer Success Coordinator is the first point of contact for prospective business buyers interested in acquiring businesses represented by our client, a leading business brokerage firm. The role involves managing inquiries, qualifying prospects, guiding them through the Certified Buyer Program, coordinating documentation, and scheduling broker consultations, while maintaining accurate records in HubSpot CRM.

Key responsibilities

• Respond to new buyer inquiries within response time targets via phone, email, and text.
• Confirm buyer interest and explain the business acquisition process.
• Verify and record buyer contact information and interactions in HubSpot CRM.
• Conduct discovery conversations to assess acquisition goals, industry and geographic preferences, budget, financing needs, timeline, and ownership experience.
• Maintain detailed buyer profiles and qualification data in HubSpot CRM.
• Guide buyers through the Certified Buyer Program, collecting NDAs, proof of funds, personal financial statements, resumes, questionnaires, and financing pre‑approval documents.
• Track document completion, follow up on outstanding items, and ensure timely progression through certification milestones.
• Schedule and coordinate meetings between buyers and business brokers, manage calendars, and prepare meeting notes.

Required profile

• Highly organized and detail‑oriented.
• Strong customer focus with excellent communication skills.
• Interest in business acquisitions, finance, entrepreneurship, and M&A.
• Ability to conduct discovery conversations and assess buyer needs.
• Comfortable working hybrid hours (6 PM – 3 AM PKT) aligned with US‑based clients.

Required skills

• Proficiency with HubSpot CRM for tracking interactions and managing buyer data.