ABOUT THE COMPANY

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday. Our mission is to provide an affordable solution to growing companies through strategic task delegation. We envision creating an ecosystem that resonates with the human touch every business needs.

ABOUT THE ROLE

The Buyer Success Coordinator serves as the first point of contact for prospective business buyers interested in acquiring businesses represented by our client, a leading business brokerage firm.

This role is responsible for managing buyer inquiries, qualifying prospective buyers, guiding them through the Certified Buyer Program, coordinating required documentation, scheduling broker consultations, and maintaining accurate CRM records. The Buyer Success Coordinator plays a key role in delivering a professional, high-touch experience throughout the buyer journey—from initial inquiry to offer submission.

The ideal candidate is highly organized, customer-focused, and an excellent communicator with an interest in business acquisitions, finance, entrepreneurship, and mergers & acquisitions.

Role Specifics

• Working Hours: 6:00 PM – 3:00 AM PKT (aligned with US-based clients)
• Work Arrangement: Hybrid

Key Responsibilities

• Buyer Intake & Initial Engagement

Serve as the first point of contact for prospective buyers by:

• Responding to new buyer inquiries within established response time targets
• Contacting buyers via phone, email, and text
• Confirming buyer interest
• Explaining the business acquisition process
• Verifying buyer contact information
• Recording all interactions within HubSpot CRM

Provide a professional and responsive first impression while ensuring timely follow-up on all inbound inquiries.

• Buyer Qualification

Conduct discovery conversations to assess each buyer's acquisition goals, including:

• Industry preferences
• Geographic preferences
• Acquisition budget
• Available capital
• Financing requirements
• Purchase timeline
• Previous business ownership experience
• Investor vs. owner-operator objectives

Maintain detailed buyer profiles and ensure all qualification information is accurately documented within HubSpot.

• Certified Buyer Program

Guide buyers through the organization's Certified Buyer process by coordinating the collection of required documentation, including:

• Non-Disclosure Agreement (NDA)
• Proof of Funds
• Personal Financial Statement
• Resume
• Buyer Acquisition Questionnaire
• Financing Pre-Approval (when applicable)

Track document completion, follow up on outstanding items, and ensure buyers progress efficiently through each certification milestone.

• Appointment Coordination

Coordinate meetings between buyers and business brokers by:

• Scheduling appointments
• Managing calendars
• Preparing meeting notes
• Ensuring buyers receive all required documentation before meetings
• Confirming appointments and follow-ups

Help create a seamless scheduling experience for both buyers and brokers.

• Buyer Success & Relationship Management

Act as the buyer's primary point of contact throughout the acquisition journey by:

• Responding to buyer questions
• Coordinating document requests
• Providing proactive follow-ups
• Maintaining consistent communication
• Delivering a high-touch, concierge-level customer experience

Build trust and maintain strong buyer engagement throughout the sales process.

• Offer Coordination

Support buyers during the offer preparation process by assisting with:

• Letters of Intent (LOIs)
• Offer documentation
• Supporting financial documents
• Proof of Funds verification

Ensure all required documents are complete and organized before broker review.

• CRM Management

Maintain accurate and up-to-date records within HubSpot CRM by:

• Updating buyer statuses
• Managing deal stages
• Logging activities
• Maintaining notes and follow-up tasks
• Uploading buyer documentation

Ensure CRM data remains accurate, organized, and current while preventing opportunities from being overlooked.

• Marketing & Database Support (Preferred)

Assist with ongoing buyer marketing initiatives, including:

• Updating BizBuySell listings
• Supporting Axial listings
• Email campaigns
• Buyer newsletters
• Social media content
• CRM database cleanup
• Contact segmentation

Support efforts to maintain an engaged pipeline of qualified business buyers.

Skills & Qualifications

REQUIRED:

• Excellent written and spoken English communication skills
• Strong phone communication and customer service skills
• Professional email writing abilities
• Experience working with CRM systems
• Proficiency in Google Workspace and Microsoft Office
• Strong organizational and time management skills
• Excellent attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong interpersonal and relationship-building skills

PREFERRED:

• Experience using HubSpot CRM
• Knowledge of PandaDoc or similar documentation platforms
• Familiarity with Zapier or workflow automation tools
• Previous experience within business brokerage, commercial real estate, financial services, or business consulting
• Understanding of mergers & acquisitions (M&A), private equity, or investment banking
• Basic knowledge of financial statements and business valuation
• Experience supporting digital marketing or CRM campaigns
• LinkedIn and database management experience

Key Success Metrics

Success in this role will be measured by:

• Average buyer response time
• Buyer contact rate
• Buyer qualification rate
• Certified Buyer conversion rate
• Appointment show rate
• CRM accuracy and completeness
• Average time to Buyer Certification
• Buyer satisfaction and overall experience
• Consistent follow-up and pipeline management

COMPENSATION & BENEFITS

• Base Salary: Market Competitive.
• Allowances: Internet, Electricity, and Wellbeing.
• Health: Medical Insurance for you.
• Growth: Performance-based bonuses, annual increments, and company-wide success bonuses.