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Customer Success Associate, Business Licensing

$41.1k - $68.9k

Wolters Kluwer Financial Services

Job Summary The Customer Success Associate (CSA) - Account Manager is a member of the Account Services Department within CT's Business Licensing (BL) Team. In this role, you will build upon your foundational customer service and account management skills to support clients with licensing renewals and throughout their lifecycle. You will serve as a trusted resource, proactively managing client relationships, ensuring customer satisfaction, and coordinating the successful delivery of Business Licensing services. The CSA - Account Manager serves as the primary point of contact for assigned clients, overseeing both the client relationship and the fulfillment of Business Licensing work. This role requires strong multi-tasking abilities, professional communication, organization, problem-solving, and project management skills to ensure clients receive timely, accurate, and exceptional service. Responsibilities Manage a portfolio of approximately 5 to 150 clients, depending on communication needs and workload volume. Build, maintain, and strengthen client relationships through proactive communication and ongoing support. Serve as the primary point of contact for client inquiries, requests, and escalations. Receive and coordinate new orders and project requests, partnering with internal teams to ensure accurate setup and execution. Provide regular updates and guidance regarding renewals, pending projects, and licensing activities. Professionally manage a high volume of inbound communications, including approximately 50-75+ emails per day. Schedule and lead client meetings to discuss project status, priorities, and business needs, as appropriate. Ensure the accuracy and integrity of client records, licensing information, and related documentation. Collaborate with internal teams, government agencies, and external stakeholders to resolve licensing challenges and remove barriers to compliance. Anticipate customer needs, identify opportunities to expand services, and support business growth through upselling and cross‑selling activities. Contribute to a collaborative, team-oriented environment while managing multiple priorities and deadlines. Other Duties Perform other duties as assigned. Qualifications Education Bachelor's degree preferred, or an equivalent combination of education and relevant experience. Experience 1 to 2 years of customer service, account management, licensing, compliance, or related experience required. Knowledge, Skills, and Abilities Exceptional interpersonal and relationship-building skills with the ability to communicate effectively with clients, government agencies, partners, and colleagues. Strong customer service mindset with a commitment to delivering a positive client experience. Ability to handle sensitive information with professionalism, discretion, and sound judgment. Adaptability and willingness to learn in a dynamic regulatory and compliance environment. Strong organizational, time management, and project coordination skills. Ability to work independently while balancing multiple priorities in a fast‑paced environment. Excellent written and verbal communication skills. High attention to detail with a strong focus on accuracy and quality. Proficiency with Microsoft Office Suite, Adobe Acrobat, and other business applications. Proven problem‑solving skills and the ability to navigate complex situations effectively. Positive, resilient attitude with the ability to approach challenges as opportunities. Strong collaboration skills and the ability to work effectively across departments and teams. Ability to identify client needs and recommend appropriate solutions and services. Compensation Compensation: $41,100.00 - $68,900.00 USD. This role is eligible for Bonus. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. Benefits Medical Dental Vision Plans 401(k)

FSA/HSA

Commuter Benefits Tuition Assistance Plan Vacation and Sick Time Paid Parental Leave Full details of our benefits are available upon request. About WoltersKluwer Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2025 annual revenues of €6.1billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI‑powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI‑powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert‑validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI‑powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud‑based, AI‑powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high‑stakes environments where accuracy and trust are essential. With a nearly 190‑year legacy, WoltersKluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes. For more information about our solutions and organization, visit or follow us on LinkedIn, Instagram and Facebook. Diversity and Inclusion As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At WoltersKluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well‑being are important to us. Our well‑being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well‑being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well‑being. That commitment has been recognized externally through Ragan’s Top Places to Work for Employee Well‑being: Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America’s Best Large Employers 2026 and America’s Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America’s Best Employers for Women. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. Privacy Notice GDPR Wolters Kluwer (“we” or “us”) wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You’ll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page. #J-18808-Ljbffr Wolters Kluwer

Vacancy posted 1 day ago
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