Customer Success Associate

Wolters Kluwer•Wilmington, DE

19d

About The Position

CT Corporation, a global provider of legal entity management, corporate compliance, and due diligence solutions, is seeking Customer Success Associates to support and manage customers throughout their lifecycle. The role involves proactively supporting onboarding, responding to a broad range of customer inquiries, helping with renewals and upselling opportunities, and monitoring customer performance and engagement. Associates also provide intermediate-level customer training, coordinate implementation schedules and budgets, document interactions in CRM, and work with internal teams to use customer feedback to improve products and services. Candidates should have strong communication and customer focus, intermediate problem-solving abilities, basic analytical skills, product knowledge, CRM proficiency, and the ability to collaborate and apply customer feedback. A bachelor's degree or equivalent B2B client service experience is required. At least two years of B2B client or customer service experience is strongly preferred, ideally in a consultative capacity within banking, insurance, hospitality, retail, or the legal industry. Candidates are expected to participate in interviews without AI tools or external prompts. The interview process may include in-person interviews and require appearing onsite at a Wolters Kluwer office. Employees must obtain a FinCEN ID within seven days after their first day of employment and continue complying with Corporate Transparency Act requirements.

Requirements

Bachelor’s degree from an accredited college or university, or equivalent B2B client service experience.
Strong verbal and written communication capabilities.
Ability to solve a wider range of customer problems.
Basic analytical skills to track and interpret customer data.
Strong understanding of products and services.
Proficiency using CRM tools for customer management.
Empathy and a strong focus on customer needs.
Ability to collaborate and coordinate with teams.
Ability to implement customer feedback effectively.

Nice To Haves

At least two years of B2B client or customer service experience is strongly preferred.
Consultative customer service experience, preferably in banking, insurance, hospitality, retail, or the legal industry.

Responsibilities

Proactively support the onboarding process for new customers.
Address and resolve a broad 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 and services.
Document detailed customer interactions and updates in CRM.
Identify potential areas for service or product improvement based on customer feedback.
Maintain and enhance strong client relationships.