eState Planner is an interactive will planning application for lawyers and estate planners.
Toronto, Ontario
eState Planner is a cloud-based estate and will planning software for lawyers to help their clients with estate planning and document generation. Trusted by 400+ law firms, eState Planner streamlines data collection, allowing lawyers to draft wills, POAs, and reporting letters 5 times faster. Simple to use, yet comprehensive, eState Planner visualizes will planning decisions to ensure that you and your client are, literally, on the same page. eState Planner is cloud-based and accessible everywhere. Client data is kept safe and secure using best standards encryption and stored in Canada.
Remote · Canada
Qualify and nurture inbound prospects, understand their needs, schedule qualified demonstrations, and maintain accurate CRM and pipeline records. Develop product and industry expertise, take on demonstrations and sales conversations, represent the company at selected events, and progress toward managing opportunities from discovery through close.
Remote · Canada
The Customer Success Manager is responsible for onboarding new customers, managing long-term relationships to prevent churn, and acting as the voice of the customer to inform product strategy. They also handle account health, billing issues, and collaborate with Sales and Marketing to ensure a seamless customer journey.
