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About the Role

We are seeking a Senior Customer Success Specialist to join our CPESG team, focused on delivering exceptional outcomes for clients using CCH Tagetik CPM solutions. In this role, you will manage complex customer relationships, lead high-impact engagements, and act as a trusted advisor across financial and ESG performance management initiatives. You will also play a key role driving continuous improvement across the customer journey.

Responsibilities

Lead advanced onboarding programs for customers implementing CCH Tagetik CPM solutions, ensuring a smooth and effective transition.
Serve as the primary escalation point for high-priority customer issues, driving timely and effective resolution.
Provide guidance on complex technical and product-related challenges.
Monitor customer health, engagement, and adoption metrics to identify risks and opportunities.
Generate actionable insights and reports to support retention, growth, and platform optimization.
Collaborate cross-functionally with Sales, Product, and Support teams to deliver cohesive customer solutions.
Collaborate with local and global customer success management teams to identify and implement process improvements to enhance customer experience and product utilization.
Drive retention and expansion through proactive engagement and value realization strategies.
Collaborate closely with local Business Retention Managers to proactively identify, assess, and mitigate risks that could impact customer growth, satisfaction, or renewal, and to design and execute effective risk mitigation plans.
Feed back customer experience to Product teams, driving the product roadmap.
Grow and nurture customer advocates by building strong relationships with promoters who champion CCH Tagetik within their organizations and communities.
Use customer management tools to track customer communication, issues and metrics.
Own the local customer experience while driving engagement through regional user groups and Customer Appreciation events.

Requirements

Passionate about our customers’ experience with CCH Tagetik, while adopting a leadership mentality to respond and solve issues.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.

Skills

Strategic Communication: Ability to effectively engage with executives, finance leaders, and technical stakeholders.
Customer Insight: Strong understanding of customer needs within financial, ESG, GMT performance management environments.
Analytical Thinking: Proficient in interpreting financial, operational, and ESG data to drive decisions.
Technical Expertise: Trusted at navigating customer challenges and connecting them with the right experts across CCH Tagetik to drive outcomes.
Product Knowledge: Understanding of CCH Tagetik CPM, including planning, consolidation, disclosure and other capabilities around ESG and GMT capabilities.
Customer Advocacy: Strong ability to represent customer needs and influence internal stakeholders.
Technical Proficiency: Experience with CRM systems and ability to adopt Customer Success platforms.
A proactive nature
High accountability
Excellent communication, both spoken and written
Problem-solving
Highly-motivated and results-focused
Good project and time management skills
Articulate, well presented and comfortable in front of customers, peers and executive teams
Strong interpersonal and relationship-building skills
Ability to foster a positive and collaborative environment
Strong analytical skills
Flexible and supportive approach to teamwork

Location

Onsite

Work Type

Full-time

Experience Level

Senior

Benefits

Well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.
Global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being.

About the Company

If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong.
Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide.
Our customers work in industries that impact the lives of millions of people every single day.
Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity.
We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes.
Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains.
We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems.
Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential.
With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes.
For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook.
Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions.
Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume.
As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking.
We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work.
We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion.
This principle is ingrained in our company values and articulated in our Code of Business Ethics.
At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us.
To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences.
We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions.
GDPR Wolters Kluwer (“we” or “us”) wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You'll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page.

Equal Opportunity

We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion.
This principle is ingrained in our company values and articulated in our Code of Business Ethics.
We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions.
All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.