Customer Success Associate

Customer Success Associate - Account Manager

The Customer Success Associate (CSA) - Account Manager is a member of the Account Services Department within CT's Business Licensing (BL) Team. CSA is responsible for managing the relationship with the client by acting as their primary point of contact within the BL Team, while also overseeing and directing the fulfillment of any BL work ordered by those clients Responsibilities :

• Manage the relationship and fulfillment of work for anywhere between 5-150 clients (varies based on required communication as well as volume of BL work)
• Establish, maintain and develop the relationship between Business Licensing Team and the client
• Receive new order / project requests from clients and partner with onboarding to have those orders set up in our system
• Provide regular status updates to the customer for any pending projects / renewals
• Expertly handle approximately 50-75 new emails daily in an accurate, timely, and courteous manner
• Schedule and lead client meetings to discuss ongoing projects, as needed
• Ensure that the integrity of the license records and client data / documents remains intact throughout the course of the relationship
• Work with internal and external clients to resolve any barriers to licensure and ensure customer satisfaction
• Anticipate client needs and follow through with upsell opportunities
• Operate efficiently within an internal collaborative team environment

Other Duties

Job Qualifications

Other Knowledge, Skills, Abilities or Certifications :

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know younot a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation : Target salary range CA, CT, CO, DC, HI, IL, MA, MD, MN, NY, RI, WA : $45,100 - $61,700