DESIRED SKILL SET:

• 1–3 years of experience in a SaaS support, customer success, or client-facing role.
• Experience with support tools and ticketing systems (e.g., Zendesk, Intercom).
• Strong communication and presentation skills, along with an ability to work with a broad range of clients with varying skill sets.
• Excellent relationship-building skills, as you will be required to interact with cross-functional team members throughout the company to advocate for customer needs.
• Autonomous and able to proactively address granular issues as well as zoom out to high-level, strategic questions.
• BA/BComm, Business, Legal Studies or similar degree required. Work experience or equivalent academic background in the Estates and Trust industry will be considered an asset.

As a Junior Customer Success Manager at Estateably, you play a critical role in delivering a seamless customer experience by acting as the first line of support and a trusted partner to our clients. Your primary responsibilities involve managing and resolving support tickets, assisting in onboarding new clients, and conducting product demonstrations. You will collaborate across teams to capture user feedback, troubleshoot issues, and continuously improve client satisfaction and retention. .