Customer Success Associate

Wolters Kluwer; Dallas (TX); On-site; USD 34,000 - 57,000; Full time

Benefits offered by this job

Medical insurance

Dental plan

Vision plan

401(k)

FSA/HSA

Commuter benefits

Tuition assistance

Vacation and sick time

Paid parental leave

Job summary

Wolters Kluwer seeks dynamic Customer Success Associates to join our growing teams across the country. You will manage day-to-day relationships with customers including small businesses, law firms and corporations to ensure compliance services are delivered effectively.

Responsibilities include delivering prompt service, consultative support to determine goals, managing the full order life cycle, using Salesforce, and building strong partner relationships to meet client needs.

Qualifications

• 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

• Deliver prompt and professional service to our customers (Small Businesses, Law Firms, or Corporations) through verbal and written communications
• Provide consultative customer service; help to determine customer goals, compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to corporate legal compliance
• Proactively manage the full-life cycle of the order process and drive cross-selling opportunities to promote additional offerings to meet our customer needs
• Project manage, organize and prioritize high volumes of requests utilizing SalesForce and other internal systems to ensure timely and accurate response to customers
• Manage your own customers and customer escalations and work across Customer Service function to complete or resolve customer requests
• Develop and maintain positive working relationships with customers and other key partners
• Strive to become a subject matter expert of the department, company and industry and maintain an aptitude for learning

Skills

Strong communication

Organizational skills

Analytical thinking

Education

Bachelor’s degree

Tools

SalesForce

Microsoft Office

Job description

We are currently seeking dynamic Customer Success Associates to join our growing teams across the country. CT Corporation is the global leader of legal entity management, corporate compliance and due diligence solutions. Businesses and law firms around the world trust CT Corporation to manage their most critical business and legal compliance responsibilities.

In this role, you will have an opportunity to work with and manage the day to day relationships with our customers at Corporations, Law Firms, or Small Businesses to provide legal and compliance services. If you are looking to gain professional experience, learn a new industry and launch your career with a global organization, come join our team!

Responsibilities:

• Deliver prompt and professional service to our customers (Small Businesses, Law Firms, or Corporations) through verbal and written communications

• Provide consultative customer service; help to determine customer goals, compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to corporate legal compliance

• Proactively manage the full-life cycle of the order process and drive cross-selling opportunities to promote additional offerings to meet our customer needs

• Project manage, organize and prioritize high volumes of requests utilizing SalesForce and other internal systems to ensure timely and accurate response to customers

• Manage your own customers and customer escalations and work across Customer Service function to complete or resolve customer requests

• Develop and maintain positive working relationships with customers and other key partners

• Strive to become a subject matter expert of the department, company and industry and maintain an aptitude for learning

Qualifications:

• 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

Preferred Knowledge, Skills or Abilities:

• Strong organizational, time management and multi-tasking skills

• Ability to absorb product knowledge quickly and process information to apply to customer needs

• Ability to make sound business decisions and exercise discretion and judgment

• Experience generating add‑on sales revenue preferred

• Strong analytical and problem‑solving skills

• Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook

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:

$34,300.00 - $57,400.00 USD

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

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.