Customer Success Associate, Small Business Research Team

Wolters Kluwer; City of White Plains (NY); On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

Medical, Dental, Vision Plans

401(k)

Vacation and Sick Time

Tuition Assistance Plan

Commuter Benefits

Paid Parental Leave

Job summary

Wolters Kluwer is seeking a Customer Success Associate to conduct high-volume business license research for reseller partnerships and direct clients. You will generate accurate research results, manage timelines, and maintain strong client relationships across industries.

Ideal candidates have 0–3 years in licensing or compliance, excellent communication, and a detail-oriented approach. This full-time, on-site role in White Plains offers comprehensive benefits and growth opportunities.

Qualifications

• Bachelor's degree or equivalent is required.
• 0-3 years of experience in licensing or compliance preferred.
• Strong communication, organizational, and research skills.
• Ability to work independently and handle sensitive data with discretion.

Responsibilities

• Conduct industry and location-specific license research across federal, state, county, and municipal levels.
• Prepare concise, client-ready license research results aligned with KPIs.
• Identify licensure requirements, forms, fees, and renewal data.
• Communicate with government agencies to assist with inquiries.
• Provide timely updates to clients and partners on order status.

Skills

Interpersonal skills

Attention to detail

Independent work

Discretion

Organization

Verbal & written communication

Regulatory adaptation

Microsoft Office

Adobe PDF

Education

Bachelor's degree

Tools

Microsoft Office Suite

Adobe PDF

Job description

Position Summary

The Customer Success Associate (Small Business Research Team) fulfills business license research for our high-volume reseller partnerships and our direct clients. The Customer Success Associate is focused on maximizing efficiency to generate rapid and accurate research results for our client and partnership accounts across a wide array of industries and jurisdictions.

Essential Duties and Responsibilities

• Conduct industry and location-specific research for our clients, identifying all federal, state, county, and municipal-level business licensing requirements.
• Create business-specific research results for timely delivery to clients in line with our established key performance indicators.
• Identify and capture licensure specifications including forms, hyperlinks, supporting documents, exam requirements, prerequisites, turnaround times, fees, and renewal data.
• Communicate directly with government agencies to assist with business license research inquiries.
• Provide proactive updates to our clients and partners regarding order statuses and delays.
• Concisely convey findings to clients and team members via oral and written correspondence.
• Provide cross-team support to vary work product and enhance industry and licensing expertise.
• Help us expand and update our industry knowledge by capturing both new and updated license information for future use.
• Interact with clients and business partners to identify, explain, and resolve business licensing needs.

Other Duties

• Other duties as assigned.

Qualifications

Education

• Minimum Bachelor's degree, or equivalent.

Experience

• 0-3 years of experience, preferably in the licensing or compliance field.

Knowledge, Skills, Abilities, and Certifications

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

About the Role

This role supports clients and partner accounts by conducting detailed business licensing research across numerous industries and jurisdictions. The successful candidate will be highly organized, detail-oriented, and committed to delivering accurate, timely results while maintaining strong relationships with clients, partners, and government agencies.

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 you—not 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

$41,100.00 - $68,900.00 USD. This role is eligible for Bonus.

Additional Information

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.