Senior Customer Success Associate

Wolters Kluwer

. Manage and support Independent Director relationships and appointments for structured finance, special purpose entities, and other corporate governance engagements .

Posted 10/20/2026full-timeWilmington • New York • United StatesSenior💰 $44,000 - $74,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced analytical and problem-solving skills to manage complex customer relationships and onboarding processes. Proficient in CRM management and delivering tailored training sessions to enhance customer experience and satisfaction.

Highest-signal resume keywords

FinCEN IDAdvanced CRM ManagementCustomer AdvocacyAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Contract ReviewCustomer Data AnalysisOperational Processes ExpertiseProblem-Solving SkillsCustomer Training

Soft Skills

Organizational SkillsCollaborationRelationship ManagementProactive EngagementMentoring

Certifications & Qualifications

FinCEN ID

Industry Keywords

Structured FinanceCorporate GovernanceCustomer ExperienceOnboarding ProcessesSpecial Purpose Entities

About the role

Key responsibilities & impact

Manage and support Independent Director relationships and appointments for structured finance, special purpose entities, and other corporate governance engagements
Serve as the primary point of contact for customers throughout each appointment lifecycle
Manage complex onboarding processes for large or high-profile customers
Review contracts and related documentation
Address non-standard customer inquiries and troubleshoot specialized issues
Analyze customer renewal and upselling opportunities
Evaluate customer performance data and provide detailed insights
Deliver specialized training sessions tailored to customer needs
Ensure implementation schedules align with customer and company goals
Develop recommendations based on customer feedback for product and service improvement
Collaborate with Sales and Product teams to enhance the customer experience
Foster robust client relationships through proactive engagement
Serve as an informal resource for colleagues with less experience

Requirements

What you’ll need

FinCEN ID required
Advanced verbal and written communication skills
Specialized problem-solving skills with the ability to address and resolve complex issues
Advanced analytical skills with the ability to interpret and act on customer data
Deep technical proficiency and knowledge of company products and services
Advanced CRM management skills
Strong customer advocacy and relationship management capabilities
Ability to collaborate effectively across different departments
Expertise in providing in-depth customer training and education
Strong organizational skills with the ability to manage multiple transactions and deadlines
In-depth knowledge and specialized expertise in operational or administrative processes gained through job-related training and considerable on-the-job experience
Ability to evaluate non-standard operational or administrative problems and identify solutions from partial or conflicting information
Ability to complete assignments under limited supervision
Ability to communicate potentially sensitive information with other departments and/or external organizations

Benefits

Comp & perks

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