Customer Success Associate

TL;DR

Customer Success Associate (LegalTech): Managing day-to-day relationships with corporate and legal clients to provide compliance services and support. Focus on consultative service, order lifecycle management, and driving cross-selling opportunities within a global organization.

Location: Must be based in Madison, WI, USA

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

Company

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

What you will do

• Deliver prompt and professional service to small businesses, law firms, and corporations.
• Provide consultative support to identify customer goals and compliance challenges.
• Manage the full lifecycle of the order process and drive cross-selling opportunities.
• Utilize Salesforce to organize and prioritize high volumes of customer requests.
• Resolve customer escalations and maintain positive working relationships.
• Develop subject matter expertise in the department and industry.

Requirements

• Bachelor’s degree or equivalent B2B client service experience.
• Minimum of two years of B2B client service experience required.
• Strong organizational, time management, and multi-tasking skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to make sound business decisions and exercise discretion.
• Must be able to appear onsite in Madison, WI for the recruitment process.

Nice to have

• Experience in banking, insurance, hospitality, retail, or legal industries.
• Experience generating add-on sales revenue.

Culture & Benefits

• Comprehensive medical, dental, and vision plans.
• 401(k) retirement program.
• FSA/HSA and commuter benefits.
• Tuition assistance plan.
• Vacation, sick time, and paid parental leave.

Hiring process

• Interviews must be conducted without the assistance of AI tools or external prompts.
• Candidates may be required to appear onsite at the office.
• Virtual backgrounds are requested to be removed during interviews.