Client Success Manager - Montréal, Canada - ClearEstate

ClearEstate

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Are you looking for an opportunity to join an innovative and fast-growing tech start-up? Look no further We are currently looking for ambitious individuals who want to make an impact and help shape the future of this industry-disrupting organization.

Come join our team and take part in our mission to make estate settlement easy and accessible for families across North America.

Join us on our journey to success

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We offer technology-enabled services, designed to handle all estate planning and settlement needs (a massive $40B market). Because of our start-up environment, we thrive on (rather than endure) the unexpected day to day changes.

What we offer

The opportunity to be a part of something big and meaningful with a positive impact.
Opportunities for growth and access to a great network of professionals.
Flexible inperson and remote work with a great office space in the heart of Montreal's Old Port, easily accessible by metro (Square-Victoria) or bike.
Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
Promotion of work life balance with 4 weeks vacation and 6 flex days.
Virtual and inperson team building activities.
A friendly work environment that has diversity and inclusion at the heart of our priorities.

As a Client Success Manager reporting into the Director, Estate Professional Services, you will:

Represent ClearEstate as the main point of contact for our clients throughout their client experience.
Deliver quality customer service by identifying client needs throughout the process, with an empathic approach.
Evaluate and suggest additional services we offer to provide the best support to our client.
Use your passion for resolving client concerns to initiate and rectify their issues.
Foster and develop a transparent client relationship through consistent and timely communication.
Welcome, onboard and guide clients through our internally built platform.
Drive to achieve and surpass sales quotas set in place to help us reach our goals as a team.
Pivot in the moment while effectively thinking outside the box to problem solve.
Work crossfunctionally with our internal teams to further develop ClearEstate.
Passionate about all things clientcentric.
Understand the importance of fostering client and cross functional relationships.
Flourish in a fast paced environment.
Team Player with a collaborative mindset.
Champion communicator.
Techsavvy.
Empathetic and have genuine care for helping people.
Fluent in English and French an asset.