Associate Customer Success Manager

Estate Guru is building category-defining technology that helps financial advisors deliver estate planning without complexity. We are seeking a proactive Customer Success Manager to build and maintain strong relationships with financial advisors while ensuring satisfaction and business growth.

Responsibilities:

• Guide advisors’ clients through the estate planning process
• Coordinate between advisors, clients and attorneys
• Monitor plan progress and completion
• Maintain a high quality experience for both the client and the advisor
• Support advisors using estate planning in their practice
• Serve as the primary point of contact for assigned financial advisors, building and maintaining strong relationships
• Understand customer needs, goals, and challenges to provide tailored solutions and ensure satisfaction
• Proactively identify opportunities to upsell or expand services to drive revenue growth
• Monitor account performance and customer feedback to identify areas for improvement and develop strategic action plans
• Prepare and present reports, business reviews, and performance insights to customers and internal stakeholders
• Stay informed on industry trends, competitor activities, and market developments to provide strategic recommendations
• Ensure contract compliance and manage renewals to maintain long-term advisor relationships
• Maintain accurate records of customer interactions, updates, and progress using CRM software

Requirements:

• 1-2 years experience in sales, customer service, or account management
• Strong communication and interpersonal skills
• Basic understanding of sales principles and customer relationship management
• Ability to build and maintain client relationships
• Organizational and time management skills
• Problem-solving and negotiation abilities
• Attention to detail and ability to multitask
• Willingness to learn and adapt in a fast-paced environment
• Proficiency in Google Products
• Experience with CRM software (Intercom, HubSpot, Salesforce, or similar) is a plus
• Comfortable with using email, phone, and video conferencing tools for customer communication
• Goal-oriented and self-motivated
• Team player with a positive attitude
• Willingness to take initiative and learn from feedback
• Ability to handle rejection and maintain persistence