Customer Success Associate (Legal Compliance)

Location: USA - Madison, WI, Junction Rd; onsite work may be required.

Salary: $33,500–$56,075 USD per year.

Company

Global provider of legal entity management, corporate compliance, and due diligence solutions for businesses and law firms.

What you will do

• Provide prompt, professional customer service through verbal and written communication.
• Assess customer goals, compliance challenges, and business needs, then recommend appropriate legal and compliance services.
• Manage the full order lifecycle, initiate orders, and identify cross-selling opportunities.
• Organize and prioritize high volumes of customer requests using Salesforce and internal systems.
• Manage customer accounts and escalations while coordinating with Customer Service partners to resolve requests.
• Build customer relationships and develop subject-matter expertise in the department, company, and industry.

Requirements

• Bachelor’s degree from an accredited college or university, or equivalent B2B client service experience.
• Two or more years of B2B client or customer service experience is strongly preferred.
• Consultative customer service experience in banking, insurance, hospitality, retail, or legal services is preferred.
• Strong organization, time management, multitasking, analytical, and problem-solving skills.
• Ability to learn product knowledge quickly, apply it to customer needs, and exercise sound business judgment.
• Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.

Culture & Benefits

• Full-time employment with medical, dental, and vision plans.
• 401(k), FSA/HSA, and commuter benefits.
• Tuition assistance, vacation and sick time, and paid parental leave.
• Applicants may be required to appear onsite at an office during the recruitment process.
• Interviews include in-person participation and assess individual skills, experience, and communication style.

Hiring process

• Participate in interviews without AI tools, external prompts, virtual backgrounds, or third-party assistance.
• Attend in-person interviews or appear onsite at an office if required.