Customer Success Specialist - Temporary
Job Description
Pay: $19/Hour
Location: This is a fully remote position (US or Brazil)
Temporary: August- December (hours may vary between 20-35 per week)
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. We’re looking for a temporary
team member to help guide our customers through upcoming renewal changes.
● Answer customer questions via email
● Create Loom videos to explain updates
● Support the team by managing the shared inbox
● Call customers to discuss changes, payment details, and renewal options
This short-term position is ideal for someone with customer-facing experience who enjoys building
relationships, managing renewal conversations, and driving proactive outreach to support
retention.
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!
Pay: $19/Hour
Location: This is a fully remote position (US or Brazil)
Temporary: August- December (hours may vary between 20-35 per week)
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. We’re looking for a temporary
team member to help guide our customers through upcoming renewal changes.
● Answer customer questions via email
● Create Loom videos to explain updates
● Support the team by managing the shared inbox
● Call customers to discuss changes, payment details, and renewal options
This short-term position is ideal for someone with customer-facing experience who enjoys building
relationships, managing renewal conversations, and driving proactive outreach to support
retention.
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
● 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
