Client Success Manager
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Success Manager ensuring exceptional client experiences during estate planning delivery. Coordinating with attorneys and actively managing the client journey to maximize satisfaction.
Responsibilities:
- Own the client experience during estate plan delivery
- Serve as primary point of contact for clients throughout the estate planning process
- Coordinate scheduling between clients and attorneys
- Triage questions and route to appropriate teams promptly
- Proactively communicate status updates and next steps
- Identify and resolve friction points before they become complaints
- Support onboarding of new users within partner firms
Requirements:
- 3+ years in client success, customer support, or client-facing operations
- Exceptional attention to detail—nothing slips through the cracks
- Strong written and verbal communication skills
- Comfortable managing multiple clients and priorities simultaneously
- Must be tech savvy and have the ability to collaborate with a highly skilled technical team
- Proficient with CRM systems and scheduling tools
Benefits:
- Health
- Dental
- Vision
- 401(k)
- Flexible PTO
Similar Jobs
Client Success Manager
Lead deployment of successful analytics and insights solutions for clients at JLL. Manage communication with teams and ensure project delivery satisfaction.
Client Success Analyst
Client Success Analyst providing support and integration for users at a rapidly growing fintech. Working with technology teams to enhance client service and automation processes.
Partner Success Manager, Science
Partner Success Manager delivering high-quality science instruction for K-8 students at Curriculum Associates. Building relationships with educators and ensuring successful program implementation.
Client Success Manager – Onboarding
Client Success Manager at Intrinsic Digital responsible for leading onboarding specialists and optimizing processes. Ensure smooth client onboarding experience in a fully remote environment.
Senior Manager, Partner Success – Strategic Accounts
Senior Manager of Partner Success at Teaching Strategies focusing on customer satisfaction and managing Partner Success Managers. Driving implementation and onboarding processes for effective client engagement.
Manager, Partner Success – Team East
Manager of Partner Success improving customer adoption and managing Partner Success Specialists. Focused on creating effective strategies to enrich the customer experience at Teaching Strategies.
Manager, Partner Success – Onboarding Team
Manager of Partner Success managing onboarding team to foster customer success at Teaching Strategies. Focusing on refining processes for small customers and ensuring customer satisfaction and retention.
Marketing Automation, CRM Manager
Marketing Automation / CRM Manager driving automated marketing processes for customer engagement and retention at Bikeleasing in Germany.
Senior Manager, Customer Success
Leads Customer Success Managers to drive retention and growth at VitalSource Technologies, enhancing customer outcomes and coordination across departments. Oversees customer lifecycle from onboarding to expansion.
Customer Success Manager
Customer Success Manager at Vendelux optimizing event marketing strategies for clients. Building relationships, improving customer satisfaction, and enhancing product value for users.
Customer Success Manager
Customer Success Manager ensuring pharmaceutical clients extract maximum value from analytics platform. Collaborating across functions and translating data into actionable recommendations.
Customer Success Manager
Customer Success Manager driving customer engagement and relationships in the biotech sector. Partnering with scientists and labs to ensure long-term success and value maximization.
Customer Success Manager
Customer Success Manager at Trovata focusing on customer engagement and support for financial solutions. Responsible for client onboarding, relationship management, and driving revenue opportunities.
Working Student, Sales Operations – Focus on CRM, Data, and Sales Performance
Werkstudent im Sales Operations zur Unterstützung der Datenqualität und Effizienz im CRM-System. Engagieren in der Analyse von Vertriebsdaten und der Implementierung neuer Tools.
Senior Customer Success Manager
(Senior) Customer Success Manager supporting the influData platform at weCreate Data GmbH. Focusing on customer satisfaction, onboarding, and collaboration with sales, marketing, and product development teams.
Senior Customer Success Manager
Customer Success Manager focusing on customer satisfaction and retention strategies in a SaaS environment. Collaborating with teams to enhance customer relationships and support utilization of data platform.
Customer Success Manager – Digital Scale Focus
Customer Success Manager developing scalable digital-first customer journeys for B2B SaaS company. Engaging customers through AI-driven tools and strategic resource development to maximize platform value.
Customer Success Manager
Customer Success Manager responsible for fostering relationships and promoting AVOW in SEA region. Collaborate with clients to ensure satisfaction and success while navigating industry-specific challenges.
Customer Success Manager, SEA
Customer Success Manager focusing on client relationships and brand visibility in the SEA region for AVOW. Managing interactions and developing marketing strategies for success.
Customer Success Manager Internship – m/f/d
Internship for a Customer Success Manager in a transformative recruiting startup. Hands-on experience with real projects and development opportunities in a modern office.