Customer Success Specialist

job
  • Wolters Kluwer
Job Summary
Location
Boston ,MA 02298
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
19 Nov 2024
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Job Description

Hybrid role out of one of the listed office locations.The Customer Success Specialist – Project Manager is responsible for the end-to-end management of client license portfolios, including the successful implementation and release of CT Corporation's Business License Services by applying specialized knowledge. The Specialist serves as the main point of contact for the customer and internal business partners, coordinating, planning, organizing, and directing the onboarding process. This includes managing the completion of work by other team members/teams, handling risk and issue management, planning/resource scheduling, and scope management (balancing time, budget/customer spend, and quality). The ideal candidate should possess strong project management skills, the ability to lead/guide other team members/departments, data analysis capabilities, knowledge of corporate governance, strong customer service fundamentals, problem-solving skills using technology, and strong MS Excel skills. They must be able to work independently, exercising discretion and independent judgment.Essential Duties and ResponsibilitiesEffectively collaborate with business partners and colleagues to assist in project planning and successful onboarding of customers (e.g., Sales/Business Consultants, offshore team(s), Account Coordinator team, other internal BL groups and teams).Understand the needs and requirements of the customer to ensure satisfaction while meeting business goals.Develop and implement a detailed project plan to monitor progress, managing any changes in project scope, schedule, and/or cost.Develop project objectives and scopes, involving all relevant stakeholders.Interpret and handle system builds of client license portfolios.Compile licensing data into both internal and client-facing communications.Work with other service team members to help with the fulfillment of license research and filing orders.Pivot when necessary to drive and accommodate varied projects.Create and maintain project documentation.Gather or create resources/materials specific to projects to ensure the successful onboarding of the customer.Participate in organizational activities to meet or exceed company objectives by identifying and reporting opportunities to increase individual and/or team efficiency.Exercise discretion and independent judgment.Represent Wolters Kluwer within the industry by maintaining knowledge of products, trends, and business acumen; communicating professionally; and developing positive relationships with customers and colleagues.Other DutiesProactively pursue professional development activities (e.g., establishing personal networks).Manage time and company resources appropriately.Perform other duties as requested by management.Job QualificationsEducation:Minimum: Bachelor’s Degree in Liberal Arts, Business, Management, or related discipline; OR, if no degree, 5 years of consultative customer service, and/or project management, or equivalent.Preferred: None.Experience:Minimum: 3 years of consultative customer service, and/or licensing field, and/or project management experience (or equivalent), including:Delegating responsibilities to team members.Providing high-level customer support to internal and external customers.Building strong relationships with customers and team members.Generating revenue (e.g., cross-selling, up-selling).Meeting deadlines for multiple concurrent projects.Identifying and/or implementing process improvements.Working independently and in a team environment.Demonstrating project management skills.Demonstrating strong analytical and problem-solving skills.Demonstrating strong organizational, time-management, and multitasking skills.Demonstrating strong written and verbal communication.Demonstrating strong knowledge of the World Wide Web.Utilizing the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Utilizing Salesforce.Preferred: 5 years of consultative customer service and/or account management experience, including:Demonstrating expert knowledge of CT business practices, processes, products, and services.Demonstrating strong knowledge of process and project management standards and practices.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.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.Travel RequirementsDomestic travel less than 10% of work time (e.g., training, seminars, client visits).Ability to travel by air.Ability to travel independently.Physical DemandsNormal office environment.Compensation:Target salary range CA, CT, CO, Hi, NY, WA: $74,550-$103,200.#J-18808-Ljbffr

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