Demo

Customer Success Associate

Wolters Kluwer
White Plains, NY Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 5/24/2025

Customer Success Associate

As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring customers are engaged and satisfied, acting as an essential resource for troubleshooting and enhancements.


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.


Skills:

  • Enhanced Communication: Improved verbal and written communication capabilities.
  • Intermediate Problem-Solving: Ability to tackle a wider range of issues.
  • Analytical Skills: Basic analytical skills to track and interpret customer data.
  • Technical Proficiency: Stronger understanding of products/services.
  • Advanced CRM: More proficient use of CRM tools for streamlined customer management.
  • Customer Focus: Deepened empathy and focus on customer needs.
  • Collaboration: Enhanced team collaboration and coordination.
  • Feedback Implementation: Ability to implement customer feedback effectively.

Qualifications:

  • Bachelor’s degree from an accredited college/university or equivalent B2B client service experience.
  • Strongly preferred minimum of two years 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.

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