Customer Success Associate

1 Month ago • 1-2 Years

About the job

SummaryBy Outscal

Customer Success Associate with 1-2 years of experience in customer service and/or licensing. Manage client relationships, oversee BL work, and ensure customer satisfaction. Must have strong communication, organization, and problem-solving skills.

Permanent remote role.

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
$44.0K - $60.2K/yr (Outscal est.)
$52.1K/yr avg.
New York, New York, United States

About The Company

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.  

Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

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