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About the Role

This role serves as the primary point of contact for customers throughout the entire engagement lifecycle, from onboarding and appointment coordination through ongoing support, contract review, renewals, and service delivery. The ideal candidate is able to manage multiple transactions, priorities, and deadlines in a fast-paced environment while building strong customer relationships, reviewing and coordinating governance-related documentation and agreements, and ensuring customers derive maximum value from our products and services.

Responsibilities

Manage and support Independent Director relationships and appointments for structured finance, special purpose entities, and other corporate governance engagements.
Serve as the primary point of contact for customers throughout the lifecycle of each appointment.
Manage complex onboarding processes for large or high-profile customers.
Review contracts and related documentation.
Address non-standard customer inquiries and troubleshoot specialized issues.
Analyze customer renewal and upselling opportunities.
Evaluate customer performance data and provide detailed insights.
Deliver specialized training sessions tailored to customer needs.
Ensure implementation schedules align with customer and company goals.
Develop recommendations based on customer feedback for product and service improvement.
Collaborate closely with Sales and Product teams to enhance the customer experience.
Foster robust client relationships through proactive engagement.

Requirements

FinCEN ID required.
Requires in-depth knowledge and specialized expertise in operational or administrative processes gained through job-related training and considerable on-the-job experience.
Takes a broad perspective to evaluate non-standard operational or administrative problems and identify solutions from partial or conflicting information.
Completes a variety of operational or administrative assignments under limited supervision, following general instruction for new or special assignments.
Communicates potentially sensitive information with other departments and/or external organizations.
May serve as an informal resource for colleagues with less experience.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Skills

Advanced verbal and written communication skills.
Specialized problem-solving skills with the ability to address and resolve complex issues.
Advanced analytical skills with the ability to interpret and act on customer data.
Deep technical proficiency and knowledge of company products and services.
Advanced CRM management skills.
Strong customer advocacy and relationship management capabilities.
Ability to collaborate effectively across different departments.
Expertise in providing in-depth customer training and education.
Strong organizational skills with the ability to manage multiple transactions and deadlines.

Location

Onsite at a Wolters Kluwer office

Work Type

Onsite

Experience Level

Senior

Salary/Compensations

$44,000.00 - $74,300.00 USD

Benefits

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Bonus eligible

About the Company

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life.