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Customer Success Associate - Research Project Management

Remote, USA Full-time Posted 2025-05-22

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.ESSENTIAL DUTIES AND 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 needsOTHER DUTIESOther duties as assigned.JOB QUALIFICATIONSEducation: Minimum Bachelor’s degree, or equivalentExperience: 3+ years of experience, preferably in the licensing field.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 consistencyTRAVEL REQUIREMENTSNoneLOCAL REGULATIONS AS NEEDEDN/APHYSICAL DEMANDS (UNITED STATES)NoneThe above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They re not intended to be an exhaustive list of all duties and responsibilities and requirements.Compensation:Target salary range CA, CT, CO, HI, NY, WA: $44,000-$60,200EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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