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Sales And Customer Success Leader, Health Tech, Individual Buyer, Lehi, USA

Individual Buyer in Lehi Looking to Buyout Technology and Business Service Businesses Upto USD 2 million


  • Name, Phone, Email
    Available after connect
  • Company
    Available after connect
  • Professional Summary

    I have 10+ years of experience in the tech and SaaS industry, primarily in customer success, account management, and revenue leadership roles. I have helped grow multiple high-velocity startups, most recently serving on the leadership team at a series C healthtech company. My focus has been on increasing customer retention, scaling post-sales operations, and driving upsell and expansion within existing customer bases. While I have ot closed a previous acquisition, I have spent the last year immersed in the acquisition space analysing dozens of deals, building financial models, speaking with brokers, and developing a clear buy box. I bring strong domain knowledge in SaaS, service-based businesses, and customer lifecycle optimisation. I am also highly fluent in modern tools across CRM, marketing automation, AI-powered workflow tools, and performance tracking.
    My skill set is especially useful for founders who have hit a growth plateau and are looking to exit knowing the business is in good hands.

  • Transaction Preference
  • Investment Size
    Between 1 million - 2 million USD
  • Investment Criteria

    I am primarily focused on acquiring an internet-based business that offers reliable cash flow, minimal operational complexity, and the potential for long-term stability. I am not currently interested in E-commerce, FBA, or inventory-heavy businesses.
    What I am looking for:
    - Marketing/web design / SEO agencies with recurring client contracts, strong retention (12+ months average), and solid team infrastructure. I prefer businesses with either a lean, US-based remote team (ideally 10 people) or an efficient model leveraging overseas contractors.
    - SaaS businesses with sticky customer bases, clear product-market fit, and revenue tied to contractual or subscription-based agreements.
    - Other low-touch, cash-flowing digital assets such as premium domain properties with high organic traffic, membership or community-based businesses, or content-driven platforms with monetisation in place.
    Ultimately, I am seeking a business that supports location and time flexibility, and can either replace or supplement W2 income while allowing me to leverage my experience in tech, SaaS, and customer growth. I am not just looking to be a passive owner. I aim to step in and actively improve customer retention, streamline operations, and identify new revenue opportunities.

  • Overall Rating
    7.4 / 10
    View Details
  • Local Time
    10:25 AM (America / Chicago)
  • Status
    Active
  • Sector Preference
  • Location Preference
  • Preferences
    Industries33%218.003348125317960.6249999999999933%155.0169.7533%91.9966518746820660.625000000000050%154.9999999999999724.25IndustriesInternetTechnologyBusiness ServicesOthers
    Locations100%155.00043125201.24999999892188LocationsUSA
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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