Associate Customer Success Manager
About UsEstate Guru is building category-defining technology that helps financial advisors, attorneys, and financial institutions deliver estate planning without complexity. We turn a traditionally intimidating legal process into clear, confident decisions about the people and things that matter most. Our platform combines attorney oversight with a guided client experience, enabling partners to offer more value and build deeper client relationships.We are powering the transfer of wealth for millions of Americans on a single, aligned platform for families, advisors, and institutions. More than a technology company, Estate Guru is creating a new category in estate planning and wealth transfer, built for modern clients and driven by high standards.As we grow, we’re looking for sharp, human-centered team members who value merit, execution, and accountability. We lead from the front, challenge the status quo, and take pride in doing meaningful work with people who care deeply about quality, integrity, and impact.Role SummaryWe are seeking a proactive and results-driven Customer Success Manager to build and maintain strong financial advisor relationships while ensuring satisfaction and business growth. In this role, you will serve as the primary point of contact for financial advisors, understanding their needs, addressing concerns, and providing tailored solutions. You will collaborate with internal teams to deliver exceptional service, identify opportunities for upselling, and drive long-term client success. The ideal candidate is a strong communicator with excellent problem-solving and organizational skills, capable of managing multiple accounts while fostering positive client experiences.Key ResponsibilitiesThis role will be a dual role - half the time will be spent facilitating all aspects of the our PLUS service and the other half will be decided to managing accountsPLUS ServiceGuide advisors’ clients through the estate planning processCoordinate between advisors, clients and attorneysMonitor plan progress and completionMaintain a high quality experience for both the client and the advisorSupport advisors using estate planning in their practiceCustomer Success ManagerServe 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.Qualifications1-2 years experience in sales, customer service, or account managementStrong communication and interpersonal skillsBasic understanding of sales principles and customer relationship managementAbility to build and maintain client relationshipsOrganizational and time management skillsProblem-solving and negotiation abilitiesAttention to detail and ability to multitaskWillingness to learn and adapt in a fast-paced environmentProficiency in Google ProductsExperience with CRM software (Intercom, HubSpot, Salesforce, or similar) is a plusComfortable with using email, phone, and video conferencing tools for customer communicationGoal-oriented and self-motivatedTeam player with a positive attitudeWillingness to take initiative and learn from feedbackAbility to handle rejection and maintain persistenceWhat Success Looks Like For This RolePassionate about building a company and pride in what you create and the results you deliverAbility to work independently and without day-to-day guidanceRaw hunger to create lasting value for clients and companyMeritocratic approach to managing self and teamsHigh degree of personal discipline, responsibility and disciplineClear and timely communicator and the ability to formulate an argument based on dataStrong analytical skills in looking at campaign performance Creative, problem-solving, and results-driven mindsetLikely you will be an adaptable, iterative thinker who is constantly learningCurious, innovative, and confident in your abilities to drive changeCompensation & BenefitsCompetitive salary and discretionary bonusesComprehensive health, dental, and vision insuranceElective benefits for Life, Critical Illness & Hospital Indemnity PlansCompany paid Short-term Disability Insurance Internet Reimbursement (for remote roles)Generous PTO and paid holidaysProfessional development opportunitiesFitness ReimbursementWork ModelFully- RemoteEstate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act