Customer Success Associate

Wolters Kluwer•White Plains, NY

20d

About The Position

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.

Requirements

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-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.
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

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.