Customer Success Specialist

About The Team

We are looking for a driven, people-focused Client Retention Specialist who is organized, proactive, relationship-oriented, and passionate about creating exceptional client experiences. In this role, you will play a critical part in strengthening relationships with our clients, helping them stay engaged with our services, and ensuring they feel supported throughout their journey with Oath.

Our team believes that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through Estate and Financial Planning, all under one roof.

We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and meaningful relationships over transactional interactions, you'll fit right in.

We believe in great freedom, great responsibility, and in doing the hard work first. We're committed to empowering our team to help thousands of people nationwide protect what matters most for generations to come.

What You'll Do

• Build and maintain strong, trusted relationships with clients throughout their experience with Oath
• Serve as a primary point of contact for clients who may need additional support, guidance, or follow-up
• Proactively reach out to clients to strengthen engagement, address concerns, and reinforce the value of our services
• Identify clients who may be at risk of disengaging and develop thoughtful strategies to re-engage them
• Listen to client feedback, understand their needs, and help identify opportunities to improve their overall experience
• Coordinate with attorneys, advisors, and internal team members to resolve client concerns quickly and effectively
• Answer client questions and provide clear, timely, and professional communication
• Help clients navigate next steps and ensure they understand the services and resources available to them
• Maintain accurate and up-to-date client information, notes, and communications within our systems
• Help create a seamless, high-quality experience for every client who interacts with Oath

What We're Looking For

• A genuine passion for helping people and building meaningful relationships
• Strong organizational skills with exceptional attention to detail
• Strong follow-through and the ability to manage multiple client relationships and priorities simultaneously
• A proactive mindset—you naturally look for ways to solve problems before they become issues
• The ability to handle difficult conversations with empathy, professionalism, and confidence
• A positive, service-oriented attitude with a commitment to creating exceptional client experiences
• Professionalism, discretion, and the ability to handle confidential information
• A growth mindset and willingness to learn our processes, services, and approach
• No prior legal experience required—we'll provide the training you need to succeed

What We Offer

• Health, dental, and vision insurance with company contributions
• 401(k) with employer matching
• A collaborative, people-first culture focused on growth and impact
• The opportunity to be part of a mission-driven company helping people protect what matters most

Who Should Apply

This role is for someone who genuinely cares about people and understands that client retention isn't just about keeping clients—it's about making sure they feel heard, valued, supported, and confident in the decision they made to work with us.

You are naturally relational, highly organized, and proactive. You don't wait for a client to tell you there's a problem—you look for opportunities to anticipate their needs and make their experience better. You're comfortable picking up the phone, having meaningful conversations, following through on commitments, and turning a challenging client interaction into an opportunity to strengthen the relationship.

You take pride in creating exceptional experiences. You're dependable, hardworking, emotionally intelligent, and energized by the opportunity to help people.

If you're looking for more than just a job—if you want meaningful work alongside an amazing team of like-minded people changing the world—we'll show you how.

At Oath, our mission is simple: to help individuals live better lives. If you're ready to build relationships, create exceptional client experiences, and make an impact every day, we'd love to hear from you.