Customer Success Manager

| Greater Boston Area

Who we are:

Our mission is to help companies systemize and digitally run their Mergers & Acquisitions and other processes from end to end. Large companies increasingly rely on mergers and acquisitions to grow their businesses, yet ~70% of M&A endeavors fail. We believe the current tools being used by M&A professionals majorly contribute to the problem, and we aim to fix that. We have created a platform that removes the need for disparate manual tools that is revolutionizing the M&A market. We are seeking talented individuals who desire a challenge. We have tripled our headcount over the past year and are continuing to grow rapidly.

What do we do?
The success of our customers is largely dependent on their ability to drive change in their organization. The customer success function helps them achieve that. As a Customer Success Manager, your objective is to help the customers achieve their goals and drive foundational, programmatic change. This role is a blend of a trainer, consultant, project manager, and more. It is a critical role for our growing organization and you will be a key contributor within a few weeks.

Position Summary:

The Customer Success Manager position is a consultative, client-facing role – essential to the successful onboarding, training and long-term management of our clientele. You will collaborate with our customers to understand their M&A goals and help them achieve their objectives by leveraging our platform. As part of the Customer Success team, you will provide client services to customers, while expanding platform best practices, improving internal processes, and furthering the business unit’s development. You will ensure the customer’s long-term success by bridging the gap between their status quo and an industry leading M&A management process.

Additional responsibilities of the Customer Success Manager include:

- Presenting to senior executives and key stakeholders in client companies

- Helping high profile corporate development teams navigate, change and transform the way they manage M&A

- Partnering with cross-functional team members across Sales, Marketing, Product and Operations

- Providing mentorship and guidance of Midaxo’s products and services

- Travel up to 15%


Required Skills:

  • 1+ years of experience in either M&A, consulting, investment banking, change management, fintech customer success
  • 2+ years of direct client facing experience
  • Self-driven and goal oriented - hungry to succeed and gain experience
  • Authorization to work in US without visa sponsorship

Preferred Skills:

Presentable to senior executives especially written communication and presentation skills

  • Flexible and structured with excellent problem solving skills
  • High quotient of global business acumen
  • Imaginative to diagnose problems and come to a creative solution
  • Business intelligence/analytics experience is a plus
  • International exposure is a plus


We offer:

  • Competitive compensation
  • Equity for all our employees
  • Health, dental, and vision plans
  • 401k
  • A collaborative, flexible work environment
  • An exciting, diverse, and supportive international team
  • The opportunity to be part of a company that is revolutionizing the way M&A is done
  • Easy-going, enthusiastic, open, but very results-driven culture
  • As this is an independent role, we are looking for a self-starter with flair!


Please include in your application:

  • Your resume
  • Cover letter telling us about yourself, your experience and accomplishments. List any specific skills or previous projects that make you stand out.
  • Your salary request

We look forward to hearing from you!

Read Full Job Description

Technology we use

  • Sales & Marketing
    • HubSpotCRM


We are located in the Seaport just outside of downtown Boston. We're a ten minute walk away from South Station with lots of amazing food/bar options.

An Insider's view of Midaxo

What’s the vibe like in the office?

I’d say it’s a relaxed environment where employees come to work hard, collaborate with their coworkers and then enjoy a cup of cold brew from our kegerator. From the top down, everyone is here to support each other in doing their very best work, knowing that this leads to both personal fulfillment and ultimately the company’s success.


Office Manager

What does your typical day look like?

It’s hard to describe a typical day, as each one is so different from the next. You might find me strategizing with other Midaxians, on the phone, or deep in research. One thing that’s consistent is that I’m always learning about and engaging with folks in the M&A world.


Enterprise Account Executive

How do you make yourself accessible to the rest of the team?

We have an open office plan where I am centrally located to allow anyone in the office to approach me at any time. As a CEO, I feel that it’s important to be visible and accessible to my team so that I can hear ideas from anyone and everyone. It allows us to innovate faster and eliminates a lot of bureaucracy that some tech companies suffer from.



What are Midaxo Perks + Benefits

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open office floor plan
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Midaxo employees can contribute to their FSA each paycheck
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Employees receive unlimited paid sick leave in accordance with our unlimited PTO policy
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Happy hours are hosted On occasion .
Professional Development Benefits
Job Training & Conferences
Midaxo offers employees professional development opportunities like Onsite training courses, The ability to attend job related conferences and seminars.
Cross functional training encouraged
Promote from within
Online course subscriptions available
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