Customer Success Administrator

ClearEstate’s mission is to empower estate executors by delivering transparent estate settlement and planning solutions through highly trained professionals and state-of-the-art technology.

Are you a people person with the ambition and drive to create something amazing? Do you thrive in an environment that encourages critical thinking and collaboration?

Then we’re looking for someone like you!

We’re looking for a resilient go-getter who will play an essential role in representing and assisting our clients throughout the estate planning and settlement processes.

Along the way, you will identify additional opportunities to enhance ClearEstate’s services and coordinate agreements that expand our support offerings to our clients.

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We offer technology-enabled services, designed to handle all estate planning and settlement needs (a massive $40B market).

Because of our start-up environment, we thrive on (rather than endure) the unexpected day to day changes.

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, easily accessible by metro (Square-Victoria) or bike.
• 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.

As a Customer Success Administrator reporting into the Senior Manager, Customer Management, you will :

• Act as the first point of contact for clients by answering phones, emails and messages in our platform.
• Monitor communication with clients to identify unanswered communication that require immediate follow-up.
• Review terminology and tone used in communication and provide feedback if needed.
• Provide support to the Customer Success team around communication issues, customer escalations and areas of service improvement
• Monitor the schedule of Customer Success team to ensure availability for client meetings
• Liaise with other departments to find solutions for customers' problems.
• Deliver quality customer service by identifying client needs throughout the process, with an empathic approach.
• Work cross-functionally with our internal teams to further develop ClearEstate.

Apply with us if you are

• A self starter who is passionate about taking the initiative to resolve and rectify client concerns.
• A client experience champion who fosters and develops a transparent client relationship through consistent and timely communication.
• Able to foster and develop client and cross functional relationships.
• Adaptable and flourishes in a fast paced environment.
• Team Player with a collaborative mindset.
• Champion communicator.
• Tech-savvy.
• Empathetic and have genuine care for helping people.
• Bilingual in French and English.

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