Customer Success Specialist/Manager (Onboarding & Retention)

About eState PlannereState Planner is on a mission to improve estate planning for Canadians by empowering professionals with modern, intuitive tools.Our platform helps legal and financial professionals deliver a more client-focused experience while improving efficiency and accuracy. Built with deep domain expertise, eState Planner combines intelligent, rule-based technology with a user-friendly interface to support the drafting of both simple and complex estate plans.
About the roleWe’re looking for a Customer Success Specialist/Manager to ensure our customers are set up for long-term success with eState Planner.This role is focused on onboarding, retention, and customer relationships. You’ll work closely with Sales and Marketing to deliver a seamless customer journey, from initial conversion through ongoing engagement.You’ll play a key role in helping our customers get the most value from our product, while also acting as a voice of the customer to inform our product and go-to-market strategy.
What you’ll doCustomer onboarding & activation

• Own the onboarding experience for new customers after they convert from trial
• Ensure smooth handoff from Sales to Customer Success
• Guide customers through setup and early usage to set them up for success
• Proactively identify and address risks during the early lifecycle