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Customer Success Manager
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Customer Success Manager
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Customer Success Associate
2 months ago
- 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
- 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
- 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