Customer Success Associate
Wolters Kluwer
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Deliver prompt and professional service to customers (Small Businesses, Law Firms, or Corporations) through verbal and written communications
- Provide consultative customer service to determine customer goals, compliance challenges, and business needs
- Utilize 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
- Project manage, organize and prioritize high volumes of requests using SalesForce and other internal systems
- Manage own customers and customer escalations and work across Customer Service function to resolve 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
Requirements
- 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 within banking, insurance, hospitality, retail and/or legal industry
- 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
- Applicants may be required to appear onsite as part of the recruitment process
- Employee must obtain a FinCEN ID within 7 days after the first day of employment and comply with the Corporate Transparency Act on a continuing basis