Customer Success Associate

Wolters Kluwer; Irvine (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

A global legal services provider is seeking a Customer Success Associate in California to manage customer relationships and provide legal compliance services. The ideal candidate will have a Bachelor’s degree and at least two years of B2B customer service experience. Strong organizational skills and proficiency in Microsoft Office are essential. This role offers an opportunity to grow in a diverse and dynamic team environment.

Qualifications

• Bachelor’s degree from an accredited college/university or equivalent client service experience.
• Minimum of two years of B2B customer service experience, preferably in legal or related industry.

Responsibilities

• Deliver prompt and professional service through verbal and written communications.
• Provide consultative customer service and determine customer needs.
• Manage the full-life cycle of the order process efficiently.
• Develop and maintain positive working relationships with customers.

Skills

Customer service

Organizational skills

Time management

Problem-solving

Sales skills

Education

Bachelor’s degree or equivalent experience

2+ years B2B client service experience

Tools

SalesForce

Microsoft Office Suite

Job description

We are currently seeking dynamic Customer Success Associates to join our growing teams across the country. CT (Corporate Trust) 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.