Customer Success Associate

Hybrid role out of the White Plains, NY office.

The Customer Success Associate (Enterprise Client Team) conducts advanced, large-scale business license research projects for our enterprise level clients. Work before this team will consist of, but not be limited to, corporate transactional change events such as change of ownership, mergers & acquisitions, entity conversions, name change, officer change, and re-domestication.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Supports large-scale, complex research transactions for our enterprise level direct and partnership clients
• Conducts industry and location specific research for our clients, identifying all federal, state, county and city level business licensing requirements
• Creates business specific research packages for timely delivery to clients in line with our established key performance indicators
• Identifies and compiles licensure specifications in both PDF and Excel formats, including: forms, hyperlinks, supporting documents, exam requirements, prerequisites, turnaround times, fees, and renewal data
• Communicates directly with government agencies to assist with business license research inquiries
• Provides proactive updates to our clients and partners regarding order statuses and delays
• Concisely conveys findings to clients and team members via oral and written correspondence
• Helps us expand and update our industry knowledge by adding both new and updated license information for future use.
• Synergizes with other internal teams when team work product will convert to other services
• Interacts with clients and business partners to identify, explain and resolve business licensing needs

OTHER DUTIES

Other duties as assigned.

JOB QUALIFICATIONS

Education: Minimum Bachelor’s degree, or equivalent

Experience: 3+ years of experience, preferably in the licensing field.

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 work at all times
• 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 REQUIREMENTS

None

LOCAL REGULATIONS AS NEEDED

N/A

PHYSICAL DEMANDS (UNITED STATES)

None

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They re not intended to be an exhaustive list of all duties and responsibilities and requirements.

Compensation:

Target salary range CA, CT, CO, HI, NY, WA: $44,000-$60,200