What are the responsibilities and job description for the User Success & Account Manager position at BeyondWill?
User Success & Account Manager About BeyondWillBeyondWill was born out of the need to redefine estate planning. Our mission is to help individuals create and organize their plans with ease and compassion, removing the burden from families during their time of grief. We're integrating technology to simplify the complex process of estate settlement, with the ultimate goal of building a platform so intuitive that anyone can use it without needing to ask for help.BeyondWill helps people protect their loved ones, their assets, and their legacy by providing estate tech, advisor insights, and life planning services that shift the focus from the transactional aspects of death to whats truly importantcherishing time with our loved ones and making every moment count.Who you areWere looking for a proactive, customer-focused User Success & Account Manager to drive engagement, streamline onboarding, and collaborate across teams to enhance the user experience. You will play a key role in ensuring financial advisors, estate attorneys, employers, and their clients utilize the full value of BeyondWill. Like all of our team members, you should be passionate about the need for accessible estate planning to everyone in the U.S. Key qualities : Customer centric : You thrive on building relationships and ensuring customer satisfactionProcess oriented : You can manage, track, and improve onboarding workflowsMarketing savvy : You have experience creating compelling content and collateral to drive engagementTech enabled : Youre comfortable working with engineering teams to refine user experienceProactive problem solver : You can identify issues and opportunities to enhance customer engagementProactive & collaborative : You thrive in a fast-paced startup environment and work well across teamsQualifications & skills : Experience : 3-5 years in customer success, account management, or growth marketing (preferably in SaaS, fintech, or legal tech)Communication : Strong written and verbal skills for customer interactions, marketing content, and team collaborationMarketing & content creation : Experience with email marketing (e.g., drip campaigns), co-branded content, and customer-facing collateralProject management : Ability to track onboarding processes and customer feedback systematicallyTech collaboration : Experience working with product or engineering teams to implement customer-driven improvementsIndustry knowledge (preferred) : Familiarity with estate planning, financial advising, or legal tech is a plusWhat youll do Oversee & track our onboarding process for customers (financial advisors, estate attorneys, employers) and users (customers clients, employees, individuals)Act as a liaison to our customersCreate collateral that encourages customers clients to use BeyondWillCreate content for email drip campaigns and other co-branded marketingWork with the engineering team to implement feedback and build new features customer-focused features Position detailsThis position is located in Covington, KY with an option for some hybrid or remote work. Competitive base salary commensurate with experienceOpportunity for performance-based bonuses and potential equity optionsComprehensive health, dental, and vision insuranceHybrid or remote-friendly work options availablePTO, paid holidays, and flexible schedulingJoin an innovative, fast-growing company with direct impact and leadership visibilityHow to applyPlease send your resume and a brief note that highlights your relevant experience to justin@beyondwill.co to apply for this position. Applications will be accepted until the position is filled, but priority will be given to those who apply by April 1, 2025.
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