Customer Success Associate

TL;DR

Customer Success Associate: Managing day-to-day customer relationships and delivering legal and compliance services with an accent on consultative support, order lifecycle ownership, and cross-selling opportunities. Focus on using product and industry knowledge to resolve customer compliance challenges accurately and efficiently while prioritizing case volumes in Salesforce.

Location: USA - Madison, WI, Junction Rd

Salary: $34,300.00 - $57,400.00 USD (bonus eligible)

Company

hirify.global provides professional information services and legal, compliance, and due diligence solutions.

What you will do

• Deliver prompt, professional customer service through verbal and written communications.
• Provide consultative support to identify customer goals, compliance challenges, and business needs, then initiate orders using product and industry knowledge.
• Manage the full-life cycle of the order process and identify cross-selling opportunities.
• Organize and prioritize request case volumes to ensure timely and accurate responses using Salesforce and internal systems.
• Manage assigned customers under supervision and collaborate across the Customer Service function to resolve requests.
• Build and maintain positive relationships with customers and key partners while developing subject-matter expertise.

Requirements

• Bachelor’s degree from an accredited college/university or equivalent B2B client service experience.
• Minimum 1 year of B2B client/customer service experience (preferably consultative) in industries such as banking, insurance, hospitality, retail, or legal.
• Ability to obtain a FinCEN ID within 7 days of the first day of employment and comply with ongoing Corporate Transparency Act requirements.
• Strong organizational, time management, prioritization, and decision-making skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Culture & Benefits

• Medical, Dental, and Vision plans.
• 401(k) and FSA/HSA.
• Commuter benefits, tuition assistance, vacation and sick time, and paid parental leave.
• Bonus eligibility for this role.

Hiring process

• Participate in interviews without AI tools or external prompts; in-person interviews may be required.
• Be prepared to appear onsite at a hirify.global office as part of the recruitment process.