Customer Success Associate

About the role

CT (Corporate Trust) Corporation is the global leader in legal entity management, corporate compliance, and due diligence solutions. Businesses and law firms worldwide trust CT Corporation to manage their most critical business and legal compliance responsibilities. In this role, you will manage day-to-day relationships with customers at corporations, law firms, or small businesses to provide legal and compliance services.

Responsibilities

• Deliver prompt and professional service to customers (small businesses, law firms, or corporations) through verbal and written communications.
• Provide consultative customer service; help 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 lifecycle of the order process and identify cross-selling opportunities to promote additional offerings.
• Organize and prioritize case volumes of requests using SalesForce and other internal systems to ensure timely and accurate responses to customers.
• Manage your own customers under supervision from a manager or team and collaborate across the 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 in the department, company, and industry while maintaining an aptitude for learning.

Requirements

• Bachelor’s degree from an accredited college/university or equivalent B2B client service experience.
• Minimum of one year of business-to-business (B2B) client/customer service experience; consultative customer service experience in banking, insurance, hospitality, retail, and/or legal industry is strongly preferred.
• 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 providing the U.S. government and Wolters Kluwer all necessary information.

Skills

• Strong organizational, time management, prioritization, and decision-making skills.
• Ability to absorb product knowledge quickly and apply it to customer needs.
• Ability to make sound business decisions and exercise discretion and judgment.
• Experience generating add-on sales revenue is preferred.
• Strong analytical and problem-solving skills.
• Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint, and Outlook.

Pay

$34,300.00 - $57,400.00 USD. This role is eligible for a bonus. The compensation range is based on the primary location of the position, with actual base salary influenced by factors such as skills, experience, and hiring location.

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave