Jobs / Home Based / Finance & fintech

✓ Verified opportunityFinance & fintechRemoteOpen to: Africa-wide

Client Success Manager (Remote, US Eastern Hours)

Vaulted Leads · Home Based

Last checked 13d ago

Vaulted Leads books phone consultations between independent US estate planning attorneys and high-net-worth families who want an estate plan. Attorneys buy prepaid packages of 10, 20 or 50 appointments. We are hiring a Client Success Manager to own every…

Key skills

Client SuccessAccount ManagementCRM SetupOnboardingRenewals & UpsellsLead GenerationEstate Planning

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Skills
Client Success, Account Management, CRM Setup, Onboarding and 3 more
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Experience
Senior level
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Location & access
Remote · Home Based · Open to: Africa-wide
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