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Manager, Customer Success – Service of Process
Wolters Kluwer. Perform activities across the quote-to-order fulfillment lifecycle, including assisting with price quotes, drafting Statements of Work, researching customer project history, and project-managing key engagements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer relationship management, project management, and process improvement within AI-powered solutions. Proven ability to lead teams, drive customer success, and implement effective onboarding and support strategies.
Highest-signal resume keywords
Customer Relationship ManagementProject ManagementProcess ImprovementTeam LeadershipAI Solutions Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quote-To-Order FulfillmentStatements Of Work DraftingProcess StructuringWorkflow TranslationKPI MonitoringCustomer OnboardingImplementation StrategiesProfessional Services ExperienceManaged Services ExperienceNew Product Launch Leadership
Soft Skills
CoachingDevelopmentCommunicationProblem-SolvingAdaptability
Industry Keywords
Customer SuccessClient ServiceAccount ManagementOperational PerformanceCustomer SatisfactionAI-Powered SolutionsIndustry TrendsService EnhancementsProcess RequirementsBusiness Outcomes
About the role
Key responsibilities & impact- Perform activities across the quote-to-order fulfillment lifecycle, including assisting with price quotes, drafting Statements of Work, researching customer project history, and project-managing key engagements
- Serve as the primary customer relationship owner for assigned customers
- Drive adoption, utilization, and long-term value realization of AI-powered extraction solutions
- Provide leadership, coaching, and development to the AI Solutions Consultant
- Establish success criteria, desired business outcomes, and customer success strategies
- Oversee customer onboarding, implementation, adoption, and support activities
- Monitor customer health, satisfaction, solution utilization, operational performance, and KPIs
- Represent customer needs, feedback, and enhancement opportunities across Product, Operations, Support, Sales, and other teams
- Maintain knowledge of Wolters Kluwer AI solutions, customer workflows, industry trends, and best practices
- Represent Wolters Kluwer in customer interactions and identify process improvements, service enhancements, and expanded customer value
Requirements
What you’ll need- 5-7 years post-secondary education in a related field or equivalent related work experience
- At least three years in a similar role (Client Service/Account Management/Customer Success/Sales Support)
- Standard operating procedures/processes improvement experience
- Experience structuring and documenting processes
- Know how to translate processes into actionable workflows
- Understand how to identify process requirements and expected outcomes
- Experience building a new team, establishing new processes, and implementing new workflows
- Experience in professional services and/or with managed services
- Experience working closely with consultants and engineers
- Experience leading teams through new product/service launches
- Ability to operate effectively without an established playbook
- Ability to work a hybrid schedule from the Dallas, TX office, coming to the office on Tuesday, Wednesday, and Thursday
Benefits
Comp & perks- Growth potential opportunities
- Professional development
- Engaging small team environment
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
- Bonus eligibility