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Customer Success Associate

April 16, 2025April 16, 2025

Customer Success Associate

CompanyWolters Kluwer
LocationIrvine, CA, USA
Salary$45100 – $61700
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

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 working within the banking, insurance, hospitality, retail and/or legal industry

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

Preferred Qualifications

  • 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


TaggedBachelor'sCustomer SuccessEntry Level/New GradFinance & Operations & StrategyJuniorSales & Account ManagementWolters Kluwer

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