ClearEstate

Customer Success Manager

• Act as the first point of contact for clients by responding to phone calls, emails, and messages on our platform
• Monitor client communications by proactively reviewing their messages to identify and address any requests requiring immediate follow-up
• Deliver high-quality customer service by identifying client needs throughout the process, with an empathetic approach
• Facilitate external communications by serving as an intermediary via phone, email, or mail with notaries, lawyers, tax accountants, government authorities, and financial institutions
• Prepare documents such as letters and other correspondence addressed to clients and other external parties
• Manage and maintain client file administration
• Perform administrative tasks such as scanning, mailing, coordinating couriers, drafting correspondence, and other related duties as needed
• Sort documents and prepare reports containing client data intended for external parties
• Collaborate with other departments to find solutions to client issues and to continue developing ClearEstate

Customer Success Administrator