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Customer Success Associate

$34.3k - $57.4k

Wolters Kluwer Financial Services

The Customer Success Associate (“CSA”) - Account Manager is a member of the Account Services Department within CT’s Business Licensing (“BL”) Team. CSA is responsible for managing the relationship with the client by acting as their primary point of contact within the BL Team, while also overseeing and directing the fulfillment of any BL work ordered by those clients. Responsibilities Manage the relationship and fulfillment of work for anywhere between 5-150 clients (varies based on required communication as well as volume of BL work) Establish, maintain and develop the relationship between Business Licensing Team and the client Receive new order/project requests from clients and partner with onboarding to have those orders set up in our system Provide regular status updates to the customer for any pending projects/renewals Expertly handle approximately 50-75 new emails daily in an accurate, timely, and courteous manner Schedule and lead client meetings to discuss ongoing projects, as needed Ensure that the integrity of the license records and client data/documents remains intact throughout the course of the relationship Work with internal and external clients to resolve any barriers to licensure and ensure customer satisfaction Anticipate client needs and follow through with upsell opportunities Operate efficiently within an internal collaborative team environment Other Duties Other duties as assigned. Job Qualifications Education: Minimum Bachelor’s degree, or equivalent experience Experience: 1-2 years of customer service and/or licensing experience is required Other Knowledge, Skills, Abilities or Certifications Exceptional interpersonal skills to communicate with partner representatives, government agencies, colleagues and clients Use of considerable tact and discretion when dealing with partners, clients, or sensitive data Ability to adapt to changing regulatory environment Ability to work independently, handle pressure, multi-task and prioritize work at all times Excellent organizational and communication (both verbal and written) skills Ability and desire to work in a fast paced environment Outstanding skills using personal computers in a Windows-based environment (including Microsoft Office Suite and Adobe PDF) Excellent attention to detail and high degree of accuracy and consistency Top of the line organization skills in all facets of project workflow Superb time management skillsAbility to maintain a customer centric focus and work ethic at all times High energy, positive mindset with ability to see barriers as a challenge to be overcome rather than a limitation or deterrent Excellent project management skills Compensation

$34,300.00 - $57,400.00 USD

This role is eligible for Bonus. Additional Information Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY

Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affinity Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. #J-18808-Ljbffr Wolters Kluwer

Vacancy posted 3 days ago
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