User Success & Account Manager

About BeyondWill

BeyondWill was born out of the need to redefine estate planning. Our mission is to help individuals create and organize their plans with ease and compassion, removing the burden from families during their time of grief. We're integrating technology to simplify the complex process of estate settlement, with the ultimate goal of building a platform so intuitive that anyone can use it without needing to ask for help.

BeyondWill helps people protect their loved ones, their assets, and their legacy by providing estate tech, advisor insights, and life planning services that shift the focus from the transactional aspects of death to what’s truly important—cherishing time with our loved ones and making every moment count.

Who you are

We’re looking for a proactive, customer-focused User Success & Account Manager to drive engagement, streamline onboarding, and collaborate across teams to enhance the user experience. You will play a key role in ensuring financial advisors, estate attorneys, employers, and their clients utilize the full value of BeyondWill. Like all of our team members, you should be passionate about the need for accessible estate planning to everyone in the U.S.

Key qualities:

• Customer centric: You thrive on building relationships and ensuring customer satisfaction
• Process oriented: You can manage, track, and improve onboarding workflows
• Marketing savvy: You have experience creating compelling content and collateral to drive engagement
• Tech enabled: You’re comfortable working with engineering teams to refine user experience
• Proactive problem solver: You can identify issues and opportunities to enhance customer engagement
• Proactive & collaborative: You thrive in a fast-paced startup environment and work well across teams

Qualifications & skills:

• Experience: 3-5 years in customer success, account management, or growth marketing (preferably in SaaS, fintech, or legal tech)
• Communication: Strong written and verbal skills for customer interactions, marketing content, and team collaboration
• Marketing & content creation: Experience with email marketing (e.g., drip campaigns), co-branded content, and customer-facing collateral
• Project management: Ability to track onboarding processes and customer feedback systematically
• Tech collaboration: Experience working with product or engineering teams to implement customer-driven improvements
• Industry knowledge (preferred): Familiarity with estate planning, financial advising, or legal tech is a plus

What you’ll do

• Oversee & track our onboarding process for customers (financial advisors, estate attorneys, employers) and users (customers’ clients, employees, individuals)
• Act as a liaison to our customers
• Create collateral that encourages customers’ clients to use BeyondWill
• Create content for email drip campaigns and other co-branded marketing
• Work with the engineering team to implement feedback and build new features customer-focused features

Position details

This position is located in Covington, KY with an option for some hybrid or remote work.

• Competitive base salary commensurate with experience
• Opportunity for performance-based bonuses and potential equity options
• Comprehensive health, dental, and vision insurance
• Hybrid or remote-friendly work options available
• PTO, paid holidays, and flexible scheduling
• Join an innovative, fast-growing company with direct impact and leadership visibility

How to apply

Please send your resume and a brief note that highlights your relevant experience to justin@beyondwill.co to apply for this position. Applications will be accepted until the position is filled, but priority will be given to those who apply by April 1, 2025.