Customer Success Associate

Hybrid role out of the White Plains, NY or Clayton, MO office.

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.

Essential Duties and 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: (First list requirements, followed by preferences.)

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 skills

Ability 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:

Target salary range CA, CT, CO, HI, NY, WA: $44,000-$60,200

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative 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.