Associate Customer Success Manager

Estate Guru•Provo, UT

6h•Remote

About The Position

We 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. This 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 accounts.

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
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

Nice To Haves

Experience with CRM software (Intercom, HubSpot, Salesforce, or similar) is a plus

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.