Who we are:
Over the next 25 years, one of the largest transfers of assets will be taking place as over $60T will be transferred from one generation to the next. However, professionals and the families they serve are wholly underserved in their tools to navigate the estate and trust administration process.
Since launching in 2021, Estateably is the fastest growing estate and trust administration platform serving over 500 firms across Canada with international ambitions. We stay ahead of the curve to be the best at what we do by being the technical experts that our clients can always rely on.
Our team and vision for the industry’s future are bold, ambitious and accessible. The nature of our industry is complex yet sensitive, and we keep that in mind with everything we do.
What we value:
Our team is guided by a genuine empathy for our users’ problems and pain points, radical honesty and reliable expertise. We love people who are willing to think outside the box and are excited to collaborate with others. We are authentic and know that building a team with diverse backgrounds is critical to our success, so we are committed to providing a respectful, creative and inclusive environment to everyone on our team.
What you’ll do:
As a Customer Success Manager, you’ll be on a mission to drive customers’ engagement, adoption, and satisfaction by ensuring they are getting value from the Estateably platform. As the internal champion of the customer, you gather feedback and contribute to the release of new product features and functionality.
What you can expect:
Desired skill set:
What we are looking for:
Perks:
Job Type: Full Time Function: Training/Development Address: 160 Bloor Street East, 11th Floor, Toronto, ON Working Model: Remote At Sephora...
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