Planetizen

Accounting Manager

• Support the financial operations of our Probate and Estate Planning department
• Manage collections and monitor cash flow
• Review invoices and ensure accuracy of trust account activity
• Identify inefficiencies and improve processes

Customer Success Manager

• Conduct consultative meetings with prospective clients.
• Identify client concerns, goals, and priorities.
• Educate prospects regarding the planning process and available services.
• Communicate the value of working with our firm.
• Follow up consistently with prospective clients who have not yet retained the firm.
• Track leads, opportunities, and conversion metrics within our CRM.
• Support educational workshops, webinars, and community events.
• Collaborate with attorneys and staff to ensure an exceptional client experience.

Planetizen

Accounting Manager

Client Engagement Specialist – Estate Planning, Probate

Client Engagement Specialist – Estate Planning, Probate

Client Engagement Specialist – Estate Planning, Probate