Customer Success Associate jobs in United States
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Wolters Kluwer · 1 day ago

Customer Success Associate

Wolters Kluwer is a global leader in professional information services, seeking a Customer Success Associate to manage day-to-day relationships with Small Business customers. The role involves delivering customer service, providing solutions for compliance challenges, and driving cross-selling opportunities.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

Deliver prompt and professional service to our customers 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 drive cross-selling opportunities to promote additional offerings to meet our customer needs
Project manage, organize, and prioritize high volumes of phone and email requests utilizing our internal systems to ensure timely and accurate response to customers
Manage your own customers and customer escalations and work across Customer Service functions 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

Qualification

B2B client serviceConsultative customer serviceMicrosoft Office SuiteAnalytical skillsOrganizational skillsMulti-taskingSound business decisionsDiscretionJudgmentAdd-on sales revenueTime managementProblem-solving

Required

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

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

Benefits

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave

Company

Wolters Kluwer

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Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.

Funding

Current Stage
Public Company
Total Funding
$1.78B
2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M

Leadership Team

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Jason Marx
CEO, Wolters Kluwer Tax & Accounting
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Nancy McKinstry
CEO
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Company data provided by crunchbase