Customer Success Specialist/Manager (Onboarding & Retention)

About eState Planner

eState 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 role

We’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 ou...