EstateWorks provides a productivity-enhancing workflow application for Trust and Estates professionals in law firms and financial institutions. We enable straightforward data management, checklists, docketing, calendaring and document assembly coupled with firm-level reporting and linkages with various security valuation and 706 Preparation software suites.
Although we are a technology company, we believe that success - ours and our customers’ - is all about people.
We are looking to augment our team in the area of new customer on-boarding, training and development. The role will focus on:
Identifying the specific practices and preferences of new customers and configuring the application accordingly
Providing initial training to new customers and actively managing their early usage
Providing training on advanced topics as needed
Developing and maintaining appropriate training materials
This front-line role will also share support responsibilities (with everyone else in the company), and be a key part of our product management team, helping to define and prioritize the development roadmap.
There will also be opportunities to keep hands-on technology skills sharp using HotDocs and Adobe automation technologies on some of our own curated document collections.
The role can be fulfilled remotely, with periodic travel to our MA headquarters. There is also flexibility in relation to working hours.
The ideal candidate will be able to demonstrate:
Strong technology skills and experience of leveraging technology ruthlessly and routinely
Experience working in a legal environment - preferably with Trust & Estates exposure
Understanding of the work and challenges of T&E professionals
Great interpersonal skills and a passion for using them
Mature written communication skills
High level of personal initiative….with an ability to "play nice" with others
Social Marketing experience a plus.
Telecommuting is allowed.
About EstateWorks Systems
EstateWorks provides a workflow product which has been used by Professionals to manage their workload and the Trusts & Estate Practice more effectively since 2005.
Key components include data management, checklists, docketing, calendaring, document assembly, asset recording (with linkages to valuation and accounting software providers) and practice-level reporting.
The company takes a deliberately hands-on approach to working with its customers - although we do apply technology ourselves to make delivering the human touch as efficient as possible.
Based in MA, the company is small, agile and growing quickly.
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