Customer Success & Onboarding Specialist

Wolters Kluwer; Irvine (CA); Hybrid; USD 41,000 - 69,000; Full time

Benefits offered by this job

Medical, Dental, & Vision Plans

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance Plan

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer Irvine is seeking a Customer Success Associate to deepen the customer lifecycle support, ensuring onboarding, engagement, and satisfaction across accounts. You will analyze usage data, assist with renewals and upsells, and document interactions in CRM while collaborating with product teams to translate feedback into improvements.

Gain hands-on experience in customer success fundamentals, with opportunities to train customers and contribute to strategic improvements across our

Qualifications

• Onboarding experience and strong communication skills.
• Ability to resolve a broad range of customer inquiries.
• Track and analyze customer engagement data in CRM.
• Collaborate with internal teams to translate feedback into improvements.
• Provide intermediate training and guidance to customers.

Responsibilities

• Proactively support the onboarding process for new customers.
• Address and resolve a broader range of customer inquiries and issues.
• Assist with customer renewals and upselling opportunities.
• Monitor and analyze customer performance and engagement data.
• Provide intermediate-level training and guidance to customers.
• Ensure implementation schedules, targets, and budgets are met.
• Collaborate with internal teams on customer feedback to improve products/services.
• Document detailed customer interactions and updates in CRM.
• Identify potential areas for service/product improvement based on customer feedback.
• Maintain and enhance strong client relationships.

Skills

Enhanced Communication

Intermediate Problem-Solving

Analytical Skills

Technical-Technical Proficiency

Advanced CRM

Customer Focus

Collaboration

Feedback Implementation

Job description

Wolters Kluwer Irvine is seeking a Customer Success Associate to deepen the customer lifecycle support, ensuring onboarding, engagement, and satisfaction across accounts. You will analyze usage data, assist with renewals and upsells, and document interactions in CRM while collaborating with product teams to translate feedback into improvements.

Gain hands-on experience in customer success fundamentals, with opportunities to train customers and contribute to strategic improvements across our