Customer Success Associate

Wolters Kluwer•White Plains, NY

8d•$41,100 - $68,900•Onsite

About The Position

The Customer Success Associate (Enterprise Client Team) conducts advanced, large-scale business license research projects for our enterprise level clients. Work before this team will consist of, but not be limited to, corporate transactional change events such as change of ownership, mergers & acquisitions, entity conversions, name change, officer change, and re-domestication.

Requirements

Minimum Bachelor’s degree, or equivalent
Exceptional interpersonal skills to communicate with partner representatives, government agencies, colleagues and clients
Use of considerable tact and discretion when dealing with partners, clients, or sensitive data
Ability to adapt to changing regulatory environment
Ability to work independently, handle pressure, multi-task and prioritize work at all times
Excellent organizational and communication (both verbal and written) skills
Ability and desire to work in a fast paced environment
Outstanding skills using personal computers in a Windows-based environment (including Microsoft Office Suite and Adobe PDF)
Excellent attention to detail and high degree of accuracy and consistency

Responsibilities

Supports large-scale, complex research transactions for our enterprise level direct and partnership clients
Conducts industry and location specific research for our clients, identifying all federal, state, county and city level business licensing requirements
Creates business specific research packages for timely delivery to clients in line with our established key performance indicators
Identifies and compiles licensure specifications in both PDF and Excel formats, including: forms, hyperlinks, supporting documents, exam requirements, prerequisites, turnaround times, fees, and renewal data
Communicates directly with government agencies to assist with business license research inquiries
Provides proactive updates to our clients and partners regarding order statuses and delays
Concisely conveys findings to clients and team members via oral and written correspondence
Helps us expand and update our industry knowledge by adding both new and updated license information for future use.
Synergizes with other internal teams when team work product will convert to other services
Interacts with clients and business partners to identify, explain and resolve business licensing needs
Other duties as assigned.