Customer Success Associate (LegalTech)

TL;DR

Customer Success Associate (LegalTech): Managing the customer lifecycle for legal entity management and corporate compliance solutions with an accent on proactive onboarding, troubleshooting, and client engagement. Focus on analyzing customer performance data, implementing product improvements based on feedback, and maintaining high-value B2B relationships.

Location: Hybrid (8 days/month) in Madison, WI

Salary: $34,300 - $57,400 USD

Company

Global leader in legal entity management, corporate compliance, and due diligence solutions.

What you will do

• Manage the end-to-end customer lifecycle, proactively supporting the onboarding process for new clients.
• Resolve a broad range of customer inquiries and provide intermediate-level training and guidance.
• Monitor and analyze customer performance and engagement data to ensure satisfaction.
• Identify and execute customer renewals and upselling opportunities.
• Collaborate with internal teams to translate customer feedback into product and service improvements.
• Maintain detailed documentation of all client interactions within the CRM.

Requirements

• Bachelor's degree from an accredited university or equivalent B2B client service experience.
• Minimum of two years of B2B client/customer service experience (strongly preferred), ideally in banking, insurance, hospitality, retail, or legal industries.
• Strong verbal and written communication skills and proficiency with CRM tools.
• Must be based in or able to work hybrid in Madison, WI.
• Must obtain a FinCEN ID within 7 days of employment and comply with the Corporate Transparency Act.

Culture & Benefits

• Comprehensive health coverage including Medical, Dental, and Vision plans.
• Financial benefits including 401(k), FSA, and HSA.
• Paid time off including vacation, sick time, and parental leave.
• Educational support via a Tuition Assistance Plan.
• Commuter benefits for office-based days.