Customer Success Associate

Wolters Kluwer; Madison (WI); On-site; USD 34,000 - 57,000; Full time

Benefits offered by this job

Bonus eligibility

Job summary

Wolters Kluwer is seeking a Customer Success Associate to support Corporate Trust activities and manage day-to-day client relationships across small businesses, law firms and corporations. You will leverage product knowledge to guide customers, resolve issues, and identify opportunities to expand services.

The role emphasizes consultative service, efficient case handling, and strong collaboration with internal teams.

Qualifications

• Bachelor’s degree from an accredited college/university or equivalent B2B client service experience.
• Minimum of one year of B2B client/customer service experience preferred, in banking, insurance, hospitality, retail or legal industries.
• Employee must obtain a FinCEN ID within 7 days after start date and comply with Corporate Transparency Act requirements.

Responsibilities

• Deliver prompt and professional service to customers via verbal and written communications.
• Provide consultative customer service to determine goals, compliance challenges and business needs with product knowledge.
• Manage full lifecycle of the order process and identify cross-selling opportunities.
• Organize and prioritize case volumes using Salesforce and internal systems for timely responses.
• Manage own customers under supervision and collaborate across Customer Service to resolve requests.
• Develop and maintain positive relationships with customers and key partners.
• Strive to become a subject matter expert of the department, company and industry.

Skills

Customer service

B2B experience

Communication

Consultative selling

Education

Bachelor’s degree

Tools

SalesForce

Job description

We are currently seeking a dynamic Customer Success Associate 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
• Manage the full-life cycle of the order process and identify cross-selling opportunities to promote additional offerings to meet our customer needs
• Organize, and prioritize case volumes of requests utilizing SalesForce and other internal systems to ensure timely and accurate response to customers
• Manage your own customers, under supervision from manager or team 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 one 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
• Employee must obtain a FinCEN ID within 7 days after the first day of employment and comply with all requirements of the Corporate Transparency Act on a continuing basis, including without limitation, by providing the U.S. government and Wolters Kluwer all information necessary to effectuate the purposes of the Act

Preferred Knowledge, Skills or Abilities

• Strong organizational, time management, prioritization and decision-making 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

Wolters Kluwer is a global leader in professional information services. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Every day, our customers make critical decisions to help save lives, improve the way we do business, and build better judicial and regulatory systems. We help them get it right.

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, LinkedIn

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.

Employee must obtain a FinCEN ID within 7 days after the first day of employment and comply with all requirements of the Corporate Transparency Act on a continuing basis, including without limitation, by providing the U.S. government and Wolters Kluwer all information necessary to effectuate the purposes of the Act.

Compensation

$34,300.00 - $57,400.00 USD

This role is eligible for Bonus.

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.