Customer Success Associate

The Customer Success Associate (Enterprise Client Team) conducts advanced, large-scale business license research projects for our enterprise level clients.  Work before this team will consist of, but not be limited to, corporate transactional change events such as change of ownership, mergers & acquisitions, entity conversions, name change, officer change, and re-domestication.
Responsibilities:

• Supports large-scale, complex research transactions for our enterprise level direct and partnership clients
• Conducts industry and location specific research for our clients, identifying all federal, state, county and city level business licensing requirements
• Creates business specific research packages for timely delivery to clients in line with our established key performance indicators
• Identifies and compiles licensure specifications in both PDF and Excel formats, including: forms, hyperlinks, supporting documents, exam requirements, prerequisites, turnaround times, fees, and renewal data
• Communicates directly with government agencies to assist with business license research inquiries 
• Provides proactive updates to our clients and partners regarding order statuses and delays
• Concisely conveys findings to clients and team members via oral and written correspondence
• Helps us expand and update our industry knowledge by adding both new and updated license information for future use.
• Synergizes with other internal teams when team work product will convert to other services
• Interacts with clients and business partners to identify, explain and resolve business licensing needs

Other Duties

• Other duties as assigned.

Job Qualifications

• Education: Minimum Bachelor’s degree, or equivalent

Other Knowledge, Skills, Abilities or Certifications:

• Exceptional interpersonal skills to communicate with partner representatives, government agencies, colleagues and clients
• Use of considerable tact and discretion when dealing with partners, clients, or sensitive data 
• Ability to adapt to changing regulatory environment
• Ability to work independently, handle pressure, multi-task and prioritize work at all times
• Excellent organizational and communication (both verbal and written) skills
• Ability and desire to work in a fast paced environment
• Outstanding skills using personal computers in a Windows-based environment (including Microsoft Office Suite and Adobe PDF)
• Excellent attention to detail and high degree of accuracy and consistency

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.

Compensation:

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. 

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.