Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Customer Success Associate

Wolters Kluwer Financial Services

Job Description

Job Description

We are currently seeking dynamic Customer Success Associate to join our growing teams across the country. CT (Corporate Trust) Corporation is the global leader of legal entity management, corporate compliance and due diligence solutions. Businesses and law firms around the world trust CT Corporation to manage their most critical business and legal compliance responsibilities.

In this role, you will have an opportunity to work with and manage the day to day relationships with our customers at Corporations, Law Firms, or Small Businesses to provide legal and compliance services. If you are looking to gain professional experience, learn a new industry and launch your career with a global organization, come join our team!

Responsibilities:

  • Deliver prompt and professional service to our customers (Small Businesses, Law Firms, or Corporations) through verbal and written communications.
  • Provide consultative customer service; help to determine customer goals, compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to corporate legal compliance.
  • Proactively manage the full-life cycle of the order process and drive cross-selling opportunities to promote additional offerings to meet our customer needs.
  • Project manage, organize, and prioritize high volumes of requests utilizing SalesForce and other internal systems to ensure timely and accurate response to customers.
  • Manage your own customers and customer escalations and work across Customer Service function to complete or resolve customer requests.
  • Develop and maintain positive working relationships with customers and other key partners.
  • Strive to become a subject matter expert of the department, company and industry and maintain an aptitude for learning.

Qualifications: 

  • Bachelor’s degree from an accredited college/university or equivalent B2B client service experience.
  • Strongly preferred minimum of two year of business-to-business (B2B) client/customer service experience; preferably consultative customer service experience working within the banking, insurance, hospitality, retail and/or legal industry.

Preferred Knowledge, Skills or Abilities:

  • Strong organizational, time management and multi-tasking skills.
  • Ability to absorb product knowledge quickly and process information to apply to customer needs.
  • Ability to make sound business decisions and exercise discretion and judgment.
  • Experience generating add-on sales revenue preferred.
  • Strong analytical and problem-solving skills.
  • Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook.

Wolters Kluwer is a global leader in professional information services. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Every day, our customers make critical decisions to help save lives, improve the way we do business, and build better judicial and regulatory systems. We help them get it right. 

For more information about our solutions and organization, visit follow us on Twitter, Facebook, LinkedIn, and YouTube. 

Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Customer Success Associate in Madison, WI vacancy
  • $34.3k - $57.4k

     ...We are currently seeking dynamic Customer Success Associates to join our growing teams across the country. CT Corporation is the global leader of legal entity management, corporate compliance and due diligence solutions. Businesses and law firms around the world trust... 
    Suggested
    Work at office

    Wolters Kluwer N.V.

    Madison, WI
    4 days ago
  • $60k - $75.5k

     ...Job Title Customer Success Specialist. Reports To The Customer Success Specialist will report to Customer Success Manager Business Function The role will be part of the wider Global Revenue Team and Customer Success Organization. Location The Customer... 
    Suggested
    Contract work
    Local area
    Remote work
    Worldwide

    Vontier

    Madison, WI
    4 days ago
  • $1,500 per month

     ...work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. The Customer Success Specialist position is responsible for the on-going management and growth of... 
    Suggested
    Full time
    Immediate start
    Flexible hours

    American Express Global Business Travel

    Madison, WI
    1 day ago
  •  ...About the Role We are looking for a friendly, dependable Remote Customer Success Associate to support clients virtually as they review and select benefit options that fit their individual needs. In this role, you’ll communicate with clients through phone, video, and... 
    Suggested
    Remote job
    Full time
    Work at office

    McQuade Organization

    Madison, WI
    1 day ago
  •  ...We're hiring a Technical Services Representative to support key customer accounts across the Midwest. This is a high-impact, field-based...  ...build strong relationships will directly influence customer success and long-term growth. You'll regularly support plant operators,... 
    Suggested
    Night shift
    Weekday work

    ACM Chemistries

    Madison, WI
    13 hours ago
  •  ...Agency Intern, you are vital to daily business operations and customers’ success. You help grow our office through meaningful customer...  ...(outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. Experience in managing customer... 
    Internship
    Work at office
    Flexible hours

    Morgan Parker

    Madison, WI
    5 days ago
  • $45k - $65k

     ...Representative - State Farm Agent Team Member for Julie Bass - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency... 
    For contractors
    Work at office

    Julie Bass - State Farm Agent

    Madison, WI
    1 day ago
  • $45k - $65k

     ...Representative - State Farm Agent Team Member for Julie Bass - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency... 
    For contractors
    Work at office
    Flexible hours

    State Farm

    Monona, WI
    2 days ago
  •  ...Assistance Program ~ On the Job Training & Certification ~ Teammate Recognition Program DUTIES AND RESPONSIBILITIES: CUSTOMER SERVICE • Greet patients and customers • Answer the telephone in a professional manner • Book appointments accurately •... 
    Hourly pay
    Work at office
    Night shift
    Weekend work
    Afternoon shift

    55888d88-cf09-47e9-99b5-cdf86a66592a

    Fitchburg, WI
    1 day ago
  • Company Culture At Stewart, we know that success begins with great people. As a Stewart employee, you’ll be joining a company that was...  ...will be part of an inclusive work environment that reflects the customers we serve. You’ll be empowered to use your unique experiences,... 
    Work experience placement

    C1400 Stewart Title Guaranty Company - United States

    Oregon, WI
    2 days ago
  • $40k - $55k

     ...Account Associate - State Farm Agent Team Member As Account Associate - State Farm Agent Team Member for Patrick Marsden - State...  ...Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and... 
    For contractors
    Flexible hours

    Patrick Marsden - State Farm Agent

    Madison, WI
    1 day ago
  • POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable... 
    Work at office
    Local area
    Shift work

    FedEx Office and Print Services

    Madison, WI
    4 days ago
  • A retail company in Fitchburg is seeking a Customer Service Associate to provide excellent service and ensure a pleasant shopping experience. Responsibilities include managing cash transactions, assisting customers, and maintaining store cleanliness. Ideal candidates should... 

    Dollar Tree Stores

    Fitchburg, WI
    1 day ago
  •  ...and timely quotes. Serves as the primary point of contact for customer inquiries and creates a positive customer experience. Flexible...  ...Requirements High school diploma or equivalent. Associate degree in business, sales, or similar preferred. Experience... 
    Work at office
    Flexible hours

    Mayville Engineering Company, Inc.

    Madison, WI
    4 days ago
  • $50k - $75k

     ...focused on kindness, education, and doing what's best for our customers. Before becoming an agent, I worked in two corporate roles with...  ...We also offer a 401(k) and health benefits to support long-term success and stability. Our office culture is built around kindness, teamwork... 
    For contractors
    Work at office
    Local area
    Flexible hours

    State Farm

    Madison, WI
    2 days ago
  •  ...Job Description POSITION SUMMARY: \n The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused... 
    Work at office
    Local area
    Shift work

    FedEx

    Madison, WI
    16 days ago
  •  ...ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such...  ...passion for delivering high-caliber service will be key to your success in this role. \n   \n How Our Selling Colleagues Spend Their... 
    Full time
    Part time
    All shifts
    Flexible hours
    Afternoon shift

    Macy's

    Madison, WI
    29 days ago
  • $45.98k - $68.98k

     ...and bring people together with foods they love and trust. Our customer base includes international food service providers, restaurants...  ...You’ll gain access to hands-on training to fuel your growth and success, explore opportunities for new solutions, and you’ll join a winning... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Lamb Weston

    Madison, WI
    2 days ago
  • $24 - $27 per hour

     ...CFO. Our Source-to-Pay and Order-to-Cash platform serves 3,000+ customers - including NVIDIA, Whirlpool, Sony, and Trek - supporting 1.2M...  ...plays an essential role in fueling organizational success. Key Tasks/Duties: Ensure accuracy in contracts and billing while... 
    Contract work
    Summer work
    Work at office
    Work from home
    Worldwide
    Flexible hours

    Esker, Inc.

    Middleton, WI
    2 days ago
  • Join Crew Carwash as a Customer Service Team Member at our new Fishers location opening November 2026! In this front-line role, you’ll greet customers, explain wash options, process transactions, and ensure vehicles move safely and efficiently through the wash. You’ll... 
    Full time

    Crew Carwash

    Madison, WI
    3 days ago
  • Duties We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while... 
    Contract work
    Part time
    Local area

    Family Dollar

    Madison, WI
    1 day ago
  • $18.65 - $25.96 per hour

    Delivery Station Customer Service Associate, DSL Job ID: 10552650 | Amazon.com Services LLC At Amazon, our mission is to be Earth’s most customer-centric company. To achieve this goal, we strive to exceed expectations by innovating and providing best-in-class customer... 
    Hourly pay
    Full time
    Work at office
    Local area
    Flexible hours
    Shift work

    Amazon Inc.

    Madison, WI
    2 days ago
  • $15 - $19 per hour

    Customer Experience Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by greeting them and... 
    Hourly pay
    Work experience placement
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Fitchburg, WI
    13 hours ago
  • A retail company is seeking a part-time Customer Service Associate in Madison, WI to enhance the customer shopping experience. The responsibilities include assisting customers, managing sales transactions, and maintaining a clean store environment. Applicants should have... 
    Part time

    Family Dollar

    Madison, WI
    1 day ago
  • $15 - $19 per hour

    Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering... 
    Hourly pay
    Temporary work
    Work experience placement
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Madison, WI
    1 day ago
  • $18 per hour

    As a Rental Car Customer Service Associate , you will help create a smooth, positive rental experience from start to finish. In this role, you will assist customers with their rentals and returns, offer products and services that meet their needs, shuttle customers as... 
    Local area
    Flexible hours
    Shift work

    Hertz

    Madison, WI
    4 days ago
  • $18 - $20 per hour

     ...the industry and is looking for someone to join their small, close-knit team. This is a great opportunity for someone with office, customer service, and accounting experience who enjoys a variety of day-to-day responsibilities. Pay: $18-$20/hour Schedule: Monday... 
    Work at office
    Monday to Friday

    Express Employment Professionals Defunct

    Madison, WI
    2 days ago
  • Office AssistantIt's more than a career, it's a calling.WI-SSM Health Dean Medical Group Madison North High PointWorker Type: PRNJob Highlights:Join a team where your work matters - every moment, every patient, every community. At SSM Health, you'll be empowered to grow...
    Relief
    Work at office
    Local area
    Monday to Friday
    Shift work
    Rotating shift

    SSM Health Rehabilitation Hospital

    Madison, WI
    2 days ago
  •  ...internal communications. The Office Administrator will coordinate correspondence with partners and community stakeholders, assist with customer and community inquiries, and support basic bookkeeping and reporting tasks as needed. The role also involves managing office... 
    Full time
    Work at office
    Remote work

    Utah Interfaith Power & Light

    Madison, WI
    3 days ago
  • $48k - $52k

    Office Clerk Reboot Staff is a dedicated staffing partner committed to connecting talented professionals with organizations that value precision, integrity, and long-term growth. We take pride in creating seamless, efficient workplace environments by placing individuals...
    Full time
    Work at office

    Reboot Staff

    Madison, WI
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Customer Success Associate. Be the first to apply!