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Wolters Kluwer · 4 hours ago

Customer Success Associate

White Plains, NY

Full-time

Onsite

Entry Level

2+ years exp

Wolters Kluwer is seeking a Customer Success Associate to enhance customer engagement and satisfaction. The role involves supporting the customer lifecycle, troubleshooting, and ensuring successful onboarding and renewals.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

Proactively support the onboarding process for new customers

Address and resolve a broader range of customer inquiries and issues

Assist with customer renewals and upselling opportunities

Monitor and analyze customer performance and engagement data

Provide intermediate-level training and guidance to customers

Ensure implementation schedules, targets, and budgets are met

Collaborate with internal teams on customer feedback to improve products/services

Document detailed customer interactions and updates in CRM

Identify potential areas for service/product improvement based on customer feedback

Maintain and enhance strong client relationships

Qualification

Advanced CRMTechnical ProficiencyAnalytical SkillsProblem-SolvingEnhanced CommunicationCustomer FocusCollaborationFeedback Implementation

Required

Bachelor's degree from an accredited college/university or equivalent B2B client service experience

Preferred

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