Customer Success Manager Gestionnaire Succès Client

Are you looking to be part of a mission-driven, fast-growing tech company? ClearEstate is redefining estate planning and settlement with cutting-edge technology and compassionate support. We're looking for driven individuals who want to make a real difference in people’s lives during life’s most important moments. Join us in transforming how families across North America navigate the estate process—with clarity, confidence, and care.

ClearEstate’s mission is to provide compassionate guidance in life’s most important moments. We empower families and executors with a transparent, tech-enabled approach to estate planning and settlement—offering clarity, confidence, and support every step of the way.-
**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 in-person and remote work with a great office space in the heart of Montreal’s Old Port, or our office in the heart of Old Toronto.
- 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 in-person team building activities.
- A friendly work environment that has diversity and inclusion at the heart of our priorities.Vous souhaitez rejoindre une entreprise technologique en pleine croissance, portée par une mission forte? ClearEstate redéfinit la planification et le règlement des successions grâce à une technologie de pointe et un accompagnement empathique. Nous recherchons des personnes motivées qui veulent avoir un réel impact dans la vie des gens, à des moments clés de leur parcours. Joignez-vous à nous pour transformer la façon dont les familles à travers l’Amérique du Nord traversent le processus successoral — avec clarté, confiance et bienveillance.

La mission de ClearEstate est de fournir un accompagnement empathique dans les moments les plus importants de la vie. Nous aidons les familles et les liquidateurs à naviguer le processus de planification et de règlement de succession grâce à une approche transparente et technologique — en leur offrant clarté, confiance et soutien à chaque étape.**Chez ClearEstate, nous vous offrons**:

- L'opportunité de faire partie d'un projet d'envergure et porteur de sens, ayant un impact positif.
- Des opportunités de croissance et l'accès à un vaste réseau de professionnels.
- Un travail flexible en personne et à distance, avec un magnifique espace de bureau soit a notre bureau de chef au cœur du Vieux-Port de Montréal, ou notre bureau dans le coeur du vieux Toronto.
- Un régime de rémunération global transparent, incluant des avantages sociaux et des plans d'assurance entièrement financés, ainsi que des comptes de dépenses pour la santé et le bien-être.
- La promotion d'un équilibre entre vie professionnelle et personnelle, avec 4 semaines de congé et 6 jours de flexibilité.
- Des activités de renforcement d'équipe virtuelles et en personne.
- Un environnement de travail convivial où la diversité et l'inclusion sont au cœur de nos priorités.

**Position Overview**

As a **Customer Success Manager**in estate planning reporting into the Manager, Customer Experience - Planning, you are the main point of contact and support to our customers through the estate planning or estate settlement processes. You are responsible for the consistent delivery of timely and quality customer service. Along the way, you will identify additional opportunities for ClearEstate to better serve our clients and contribute to the development of processes in support of this.

**What you'll do;**
- Represent ClearEstate as the main point of contact for our customers throughout their client experience.
- Deliver quality customer service by identifying customer needs throughout the process, with an empathic approach.
- Master the stages of our customer journey with a goal of revolutionary satisfaction, loyalty, and retention.
- Meet and exceed predefined performance targets and quotas, demonstrating a proactive approach.
- Evaluate and suggest additional services we offer to provide the best support to our customer.
- Act as a self starter who is passionate about taking the initiative to resolve customer inquiries.
- Foster and develop a transparent client relationship through consistent and timely communication.
- Work closely with team members, such as Estate Plan Advisors or File Processing Managers in the consistent delivery of timely and quality customer service.
- Welcome, onboard and guide clients through the platform.
- Pivot in the moment while effectively thinking outside the box, to problem solve.
- Advocate for customer-centric initiatives, product enhancements and improvements within the organisation based on customer experience.
- Promote customer feedback and advocacy by nurturing a culture centered on customer needs and o