Customer Success Manager

Company Overview

Estate 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.

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.

Role Details

• Passionate about building a company and pride in what you create and the results you deliver
• Ability to work independently and without day-to-day guidance
• Raw hunger to create lasting value for clients and company
• Meritocratic approach to managing self and teams
• High degree of personal discipline and responsibility
• Clear and timely communicator and the ability to formulate an argument based on data
• Strong analytical skills in looking at campaign performance
• Creative, problem-solving, and results-driven mindset
• Likely you will be an adaptable, iterative thinker who is constantly learning
• Curious, innovative, and confident in your abilities to drive change

• Build and maintain trusted advisor relationships to drive adoption and sales of Estate Guru products and services
• Onboard and train advisors to successfully utilize Estate Guru’s software
• Drive advisor retention through proactive relationship management and ongoing support
• Grow revenue through advisor engagement, expansion, and product utilization
• Serve as a key liaison between advisors, sales, and support teams
• Lead new advisor onboarding, training, and retention initiatives
• Facilitate and coordinate all aspects of Estate Guru PLUS appointments
• Provide ongoing advisor support and clear, consistent communication

Qualifications

Required:

• 3-4 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 (Zendesk, Hub Spot, 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

Compensation & Benefits

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• Generous PTO and paid holidays
• Professional development opportunities

Work Model

The Estate Guru Hybrid Work Model:
Our hybrid work model is simple: we all gather in the office three days a week:
Mondays, Tuesdays and Thursdays. These purposeful in-person days help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life.

Estate 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.