Customer Success Specialist- Temporary
Job Description
Pay: $19/Hour
Location: This is a fully remote position (US based)
Who We Are
Holistiplan is an award winning financial planning tool specializing in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning, reporting, and scenario analysis solutions. Holistiplan has been voted the #1 tax planning software in the 2021, 2022, and 2023 Kitces Report Studies and the #1 tax planning software for 5 consecutive years in the T3 / Inside Information Software Surveys.
Within 45 seconds, Holistiplan’s OCR technology scans tax returns and creates a white-labeled client-facing Tax Report highlighting opportunities for financial planners and investment advisors. Now, advisors have innovative tax planning tools at their fingertips to find opportunities to work with their clients to reduce their client’s lifetime tax burden and preserve their wealth.
Who we’re looking for
We’re looking for a high-energy, motivated Customer Success Specialist to temporarily join our team and support key customer engagement efforts. This short-term role is perfect for someone with customer-facing experience who enjoys building relationships, handling renewal conversations, and driving proactive outreach. You’ll focus on calling customers to discuss upcoming changes, payments, and support renewal and retention efforts.
You’ll report directly to the Director of Customer Success and work closely with a collaborative, fast-moving team that plays a vital role in customer communication and the overall retention strategy.
If you’re passionate about supporting customers, love working on high-impact outreach, and thrive in a dynamic environment, we’d love to hear from you!
Key Tasks & Responsibilities:
- Make outbound phone calls to customers for a variety of purposes, upcoming renewals, failed payment, and follow-ups on prior outreach
- Record and send personalized Loom videos to walk customers through their information, what is changing, deadlines, and actions for them to take
- Take on additional tasks and projects as needed to support the success of the team
- Ability to communicate effectively with the Customer Success Team, via email and slack
- Knowledge of Hubspot and Loom
- Ability to work independently and as part of a team
To apply, please send your resume to jobs@holistiplan.com
