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Quality estate planning, intelligently delivered.
Client Success Manager
Location
Kentucky
Posted
163 days ago
Salary
$70K - $90K / year
Seniority
Senior
Job Description
Client Success Manager
NetLaw
• Own the client experience during estate plan delivery • Serve as primary point of contact for clients throughout the estate planning process • Coordinate scheduling between clients and attorneys • Triage questions and route to appropriate teams promptly • Proactively communicate status updates and next steps • Identify and resolve friction points before they become complaints • Support onboarding of new users within partner firms
Job Requirements
- 3+ years in client success, customer support, or client-facing operations
- Exceptional attention to detail—nothing slips through the cracks
- Strong written and verbal communication skills
- Comfortable managing multiple clients and priorities simultaneously
- Must be tech savvy and have the ability to collaborate with a highly skilled technical team
- Proficient with CRM systems and scheduling tools
Benefits
- Health
- Dental
- Vision
- 401(k)
- Flexible PTO
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