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Account Manager – Advanced Planning

United States, Los Angeles · Job Posted March 21, 2026
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Job Description

Are you an empathetic professional who values helping families during meaningful moments? Join our team in Advanced Planning for a Jewish mortuary, where your work makes a difference every day.

Job Responsibility

  • Serve as the primary point of contact for families planning ahead, providing compassionate guidance and support
  • Manage client accounts and ensure accurate documentation of advanced planning arrangements
  • Deliver presentations and communicate services clearly and professionally
  • Maintain exceptional customer service standards with a focus on longevity and relationship-building
  • Collaborate with internal teams to ensure seamless experience for families
  • Handle inquiries and provide solutions with sensitivity and empathy

Requirements

  • Strong interpersonal and communication skills
  • Empathy and professionalism in working with families
  • Organized with attention to detail
  • Comfortable with in-person client interactions
  • Previous experience in customer service, account management, or funeral/mortuary services is a plus

Nice to have

Previous experience in customer service, account management, or funeral/mortuary services is a plus

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

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