As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring customers are engaged and satisfied, acting as an essential resource for troubleshooting and enhancements.
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: Improved verbal and written communication capabilities.
- Intermediate Problem-Solving: Ability to tackle a wider range of issues.
- Analytical Skills: Basic analytical skills to track and interpret customer data.
- Technical-Technical Proficiency: Stronger understanding of products/services.
- Advanced CRM: More proficient use of CRM tools for streamlined customer management.
- Customer Focus: Deepened empathy and focus on customer needs.
- Collaboration: Enhanced team collaboration and coordination.
- Feedback Implementation: Ability to implement customer feedback effectively.
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
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.
