Client Success & Onboarding Specialist

Wolters Kluwer; Clayton (MO); On-site; USD 52,000 - 74,000; Full time

Job summary

Wolters Kluwer is seeking a Customer Success Associate to guide new clients through onboarding and ensure a smooth start. You will respond to inquiries, resolve issues, support renewals, and identify upsell opportunities while monitoring engagement metrics and success signals from diverse industries.

You’ll provide product training and best-practice guidance, collaborate with internal teams to improve the customer experience, and maintain accurate CRM records.

Qualifications

• Bachelor’s degree or equivalent B2B client service experience.
• Minimum 2 years B2B client/customer service experience; preferably consultative in banking, insurance, hospitality, retail and/or legal industries.
• Strong communication and problem-solving skills.
• Comfortable analyzing data and using CRM tools.
• Customer-focused mindset with a collaborative approach.

Responsibilities

• Guide new customers through onboarding and ensure a smooth start.
• Respond to customer inquiries and resolve issues effectively.
• Support renewals and identify upsell opportunities.
• Monitor customer engagement and performance metrics.
• Provide training and guidance on products/services.
• Collaborate with internal teams to improve customer experience.
• Maintain accurate records in CRM systems.
• Build and nurture long-term client relationships.

Skills

Communication

Problem-solving

Data analysis

Education

Bachelor's degree

Tools

CRM tools

Job description

Wolters Kluwer is seeking a Customer Success Associate to guide new clients through onboarding and ensure a smooth start. You will respond to inquiries, resolve issues, support renewals, and identify upsell opportunities while monitoring engagement metrics and success signals from diverse industries.

You’ll provide product training and best-practice guidance, collaborate with internal teams to improve the customer experience, and maintain accurate CRM records.