Client Success Manager

Job Summary

A company is looking for a Client Success Manager to oversee the client experience during estate plan delivery.

Key Responsibilities

• 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

Required Qualifications

• 3+ years in client success, customer support, or client-facing operations
• Exceptional attention to detail
• Comfortable managing multiple clients and priorities simultaneously
• Must be tech-savvy and able to collaborate with a highly skilled technical team
• Proficient with CRM systems and scheduling tools