Client Success Specialist

4 weeks ago


Canada ClearEstate Technologies Inc Full time
Client Success Specialist - Future Opportunities

At ClearEstate Technologies Inc, we are dedicated to simplifying estate settlement for families across North America.

We are seeking a talented individual who can work autonomously and remotely, bringing innovative ideas and a proactive mindset to help shape the future of our transformative organization.

As a Series A startup, we are supported by prominent Fintech investors, including OMERs, Diagram, and NAVentures. Our technology-driven services cater to all estate planning and settlement requirements, addressing a substantial $40B market.

ClearEstate values diversity and ensures equal opportunities and inclusion for all. We provide avenues for professional growth and access to an extensive network of industry professionals.

We offer flexible work arrangements, including remote options, along with a vibrant office environment.

Our compensation package is transparent and includes fully funded benefits and insurance plans, in addition to Health and Lifestyle spending accounts.

We also promote team cohesion through virtual and in-person activities, fostering a friendly workplace culture that prioritizes diversity and inclusion.

As a Client Success Specialist reporting to the Senior Manager of Customer Management, your responsibilities will include:

  • Delivering exceptional customer service by understanding client needs with empathy.
  • Assessing and recommending additional services to enhance client support.
  • Striving to meet and exceed sales targets to contribute to our collective success.

The ideal candidate will possess a genuine passion for helping others and a strong drive to succeed.



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