About Us

At Estate Guru, we are powering the transfer of wealth for millions of Americans on a single platform where families, advisors, and financial institutions’ incentives and roles are aligned. But we are more than a platform—we are the creators of a new estate planning and wealth transfer category serving thousands of clients. Building a category takes grit, determination, and a love for extraordinary thinking—but, most of all, it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

Our future team members are like our customers—tired of the ordinary, wary of traditional thinking, and morally conscious about those who take too much and provide too little value. Joining our team means committing to laying the foundational pieces of excellence: merit, execution, relentless pursuit of better, and deep self-accountability. We don’t shout orders from behind the walls of an ivory tower; we lead the charge from the front line. If you’re looking to be in the thick of innovation and not make excuses for the status quo, then you’ve come to the right place. Mind your footing, though—our work is not about balance; it’s about excellence.

About the role

We are seeking a proactive and results-driven Account Manager to build and maintain strong financial advisor relationships while ensuring satisfaction and business growth. In this role, you will serve as the primary point of contact for financial advisors, understanding their needs, addressing concerns, and providing tailored solutions. You will collaborate with internal teams to deliver exceptional service, identify opportunities for upselling, and drive long-term client success. The ideal candidate is a strong communicator with excellent problem-solving and organizational skills, capable of managing multiple accounts while fostering positive client experiences.

Key Responsibilities

• Serve as the primary point of contact for assigned financial advisors, building and maintaining strong relationships.
• Understand customer needs, goals, and challenges to provide tailored solutions and ensure satisfaction.
• Proactively identify opportunities to upsell or expand services to drive revenue growth.
• Collaborate with internal teams, including sales, marketing, and operations, to ensure seamless service delivery.
• Address customer inquiries, concerns, and escalations in a timely and professional manner.
• Monitor account performance and customer feedback to identify areas for improvement and develop strategic action plans.
• Prepare and present reports, business reviews, and performance insights to customers and internal stakeholders.
• Stay informed on industry trends, competitor activities, and market developments to provide strategic recommendations.
• Ensure contract compliance and manage renewals to maintain long-term advisor relationships.
• Maintain accurate records of customer interactions, updates, and progress using CRM software.
• Facilitate all aspects of the our Estate Guru PLUS program

Qualifications

• 1-2 years experience in sales, customer service, or account management
• Strong communication and interpersonal skills
• Basic understanding of sales principles and customer relationship management
• Ability to build and maintain client relationships
• Organizational and time management skills
• Problem-solving and negotiation abilities
• Attention to detail and ability to multitask
• Willingness to learn and adapt in a fast-paced environment
• Proficiency in Google Products
• Experience with CRM software (Zendesk, HubSpot, Salesforce, or similar) is a plus
• Comfortable with using email, phone, and video conferencing tools for customer communication
• Goal-oriented and self-motivated
• Team player with a positive attitude
• Willingness to take initiative and learn from feedback
• Ability to handle rejection and maintain persistence

Why we are excited about you:

• Passionate about building a company and pride in what you create and the results you deliver
• Ability to work independently and without day-to-day guidance
• Raw hunger to create lasting value for clients and company
• Meritocratic approach to managing self and teams
• High degree of personal discipline, responsibility and discipline
• Clear and timely communicator and the ability to formulate an argument based on data
• Strong analytical skills in looking at campaign performance 
• Creative, problem-solving, and results-driven mindset
• Likely you will be an adaptable, iterative thinker who is constantly learning
• Curious, innovative, and confident in your abilities to drive change

We are primarily looking for candidates living in Utah or are happy to relocate to Utah.

Benefits & Compensation:

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• Generous PTO and paid holidays
• Professional development opportunities

The Estate Guru Hybrid Work Model: Our hybrid work model is simple: we all gather in the office two days a week with the option/understanding that a 3rd day can be added at any time as your team needs. Mondays and Thursdays, plus one day that can be selected by your organizational leader. These purposeful in-person days help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life.

Estate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act