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Wolters Kluwer · 4 hours ago

Customer Success Associate

Sacramento, CA

Full-time

Onsite

Entry Level

$56K/yr - $62K/yr

2+ years exp

Wolters Kluwer is a global leader in legal entity management, corporate compliance, and due diligence solutions. The Customer Success Associate role involves managing relationships with customers to provide legal and compliance services, while also delivering consultative customer service and driving cross-selling opportunities.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

Deliver prompt and professional service to our customers (Small Businesses, Law Firms, or Corporations) 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 manage the full-life cycle of the order process and drive cross-selling opportunities to promote additional offerings to meet our customer needs

Project manage, organize and prioritize high volumes of requests utilizing SalesForce and other internal systems to ensure timely and accurate response to customers

Manage your own customers and customer escalations and work across Customer Service function 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 service experienceConsultative customer serviceAnalytical skillsMicrosoft Office SuiteOrganizational skillsMulti-tasking skillsSound business decisionsSales revenue generationTime managementProblem-solving skills

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