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Wolters Kluwer

Offers professional information, software, and services

Customer Success Manager - User Engagement

Full-TimeUpdated on 10/23/2026
$98.5k - $172.7k+ Bonus
Senior
Bachelor's
Indianapolis, IN, USA+5 moreMore locations: Dallas, TX, USA | Philadelphia, PA, USA | Chicago, IL, USA | Waltham, MA, USA | Kennesaw, GA, USA
HybridHybrid: 8 office days per month; 30–40% domestic travel. Applicants may be required to attend an onsite interview.
Customer Experience & SupportCustomer Success
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • A bachelor's degree is required; Business or Health Administration is preferred. An advanced degree or equivalent experience is recommended.
  • At least 5 years of experience in a SaaS-based customer success role focused on customer engagement and value realization.
  • Deep understanding of the healthcare industry, including clinical environments and workflows, medical devices, and healthcare regulations.
  • Comprehensive awareness of challenges faced by healthcare organizations, including patient outcomes, compliance, and cost pressures.
  • Stay current on industry trends, regulatory changes, and innovations.
  • Share insights, whitepapers, and case studies with users as a thought leader.
  • In-depth knowledge of clinical decision support products and awareness of competitors and market differentiators.
  • Project management skills to track multiple initiatives across multiple user groups.
  • Familiarity with customer success platforms and customer relationship management systems.
  • Familiarity with medical librarians, physicians, clinical trainees, pharmacists, and nurses.
  • Use a data-oriented, consultative approach to promote product utilization with customers.
  • Ability to establish rapport with personnel at all levels, including C-suite executives.
  • Presentation, oral, and written communication skills to engage clinicians and cross-functional teams.
Responsibilities
  • Own the strategy and execution of affinity group engagement programs that deepen customer relationships, increase product adoption, and strengthen customer advocacy.
  • Build and manage engagement plans for key customer segments, specialties, and affinity groups.
  • Establish trusted relationships with clinicians, administrators, executives, and other key stakeholders.
  • Gather customer insights and feedback to identify emerging needs, opportunities, and risks.
  • Represent UpToDate within customer communities and professional networks.
  • Develop and deliver scalable programs that provide value to customers while supporting business objectives.
  • Create annual engagement calendars, educational initiatives, advisory forums, webinars, and peer-to-peer networking opportunities.
  • Tailor programming and communications to the needs of specific customer audiences and user segments.
  • Manage program execution from concept through launch, measurement, and continuous improvement.
  • Track engagement metrics and recommend enhancements based on outcomes and customer feedback.
  • Engage stakeholders at all levels and translate customer needs into actionable business opportunities.
  • Facilitate discussions with health system executives, physician leaders, and frontline clinicians.
  • Present program strategies, results, and recommendations to internal and external leadership teams.
  • Identify opportunities to strengthen customer partnerships and expand engagement across organizations.
  • Advise and communicate effectively with clinical and business audiences.
  • Partner across the organization to align customer programs with strategic priorities and ensure successful execution.
  • Collaborate with sales, marketing, editorial, and product teams to develop and deliver customer-facing initiatives.
  • Coordinate resources, messaging, and timelines across multiple stakeholders.
  • Advocate for customer needs and influence internal priorities based on market insights.
  • Ensure a consistent customer experience across engagement channels and touchpoints.
  • Operate autonomously while driving results in a fast-paced, matrixed environment.
  • Identify opportunities, develop solutions, and execute plans with minimal oversight.
  • Prioritize initiatives based on customer impact and business value.
  • Lead complex projects involving multiple stakeholders and competing priorities.
  • Evaluate program effectiveness and implement improvements to maximize outcomes.
  • Establish positive, collaborative relationships with users and healthcare organizations.
  • Represent the Wolters Kluwer Health team professionally.
  • Travel 30–40% domestically as needed based on projects, conferences, and user locations.

About the company

Wolters Kluwer is a global provider of professional information, software solutions, and services for professionals in legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare. Its products are offered on a subscription basis and include software tools and access to professional information, plus consulting and one-time reports. The software and information help clients improve financial performance, comply with regulations, and manage ESG and other risk areas; ESG solutions support sustainability goals and risk management. The company integrates software, content, and expert guidance rather than relying on a single product, and it operates in a specialized market with a strong emphasis on regulatory compliance and ethical practices. Wolters Kluwer’s goal is to help customers perform better, stay compliant with evolving rules, and manage risk in a responsible, transparent way.

Company Size

10,001+

Company Stage

IPO

Headquarters

Alphen aan den Rijn, Netherlands

Founded

1835

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Simplify's Take

What believers are saying

  • June 2026 OpenAI collaboration expands trusted Expert AI across healthcare, tax, legal.
  • August 2026 revenue grew four percent in constant currency, despite weaker reported euro translation.
  • September 2026 product launches in Wiz, CCH Axcess, and legal AI deepen workflow lock-in.

What critics are saying

  • Thomson Reuters and Harvey are racing legal AI, compressing Wolters Kluwer's pricing power.
  • The Uddin antitrust case exposed publisher scrutiny; similar claims can resurface quickly.
  • OpenAI dependence and model costs threaten margin expansion if AI usage scales faster than monetization.

What makes Wolters Kluwer unique

  • Wolters Kluwer's Expert AI blends proprietary content, expert validation, and governed workflows.
  • UpToDate, CCH Axcess, and LEX embed AI directly into regulated professional tasks.
  • Its LegalVIEW and compliance databases create switching costs competitors cannot easily match.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • Unlimited Paid Time Off
  • Flexible Work Hours
  • Hybrid Work Options
  • Paid Vacation
  • Paid Sick Leave
  • Paid Parental Leave

Growth & Insights and Company News

6 month growth

-1%

1 year growth

1%

2 year growth

1%
Yahoo Finance
Oct 26th, 2026
IFFCO Tokio picks Wolters Kluwer's CCH Tagetik for Ind AS 117 and Ind AS 116 compliance

IFFCO Tokio General Insurance has chosen Wolters Kluwer's CCH Tagetik platform to meet Ind AS 117 and Ind AS 116 reporting requirements, the companies announced in Mumbai on October 26, 2026. The move comes as India's insurance sector prepares to adopt Ind AS 117, the country's insurance contracts accounting standard, which is aligned with IFRS 17. The standard aims to improve transparency, comparability, and governance across insurers. IFFCO Tokio will use CCH Tagetik as a single platform for both standards, disclosures, and financial reporting. It will replace fragmented reporting processes and aim to improve data accuracy, governance, and audit readiness. "As insurers address increasingly complex reporting needs, the ability to bring multiple standards onto a single platform becomes essential," said Nishant Vyas, general manager of CCH Tagetik India at Wolters Kluwer.

Yahoo Finance
Oct 22nd, 2026
Wolters Kluwer and Inscope bring agentic financial statement prep to CCH Axcess

Wolters Kluwer Tax & Accounting has partnered with Inscope, an AI-native financial statement platform, to add agentic financial statement preparation to its CCH Axcess software. The tool helps accounting firms draft, review, and finalize statements for audits, reviews, and compilations, while final sign-off stays with the firm. Firms can roll forward prior-year statements, generate drafts from trial balance data, check footing and consistency, and keep an audit trail tying every number to the trial balance. Inscope says firms using its solution reach a first draft 70% faster and spend 90% less time on review. The feature is available now to US firms using CCH Axcess and CCH ProSystem fx Audit. It will be shown at the CCH Connections Conference in Orlando, October 25–28.

Accounting Today
Oct 16th, 2026
Congress extended disaster tax relief. Which returns deserve a second look?

Congress extended disaster tax relief. Which returns deserve a second look? Published October 16, 2026, 1:16 p.m. EDT Updated October 16, 2026, 5:02 p.m. EDT If your clients suffered disaster losses or expect wildfire settlements, their returns deserve a second look. Intuit's new program connects industry experts with accounting students to bridge the talent gap and prepare them for CAS careers. Of counsel Mark Friedlich, Esq., CPA, is the former vice president of U.S. government affairs at Wolters Kluwer Tax & Accounting and now leads Friedlich Law... Read full bio

ERP Implementation
Oct 15th, 2026
Wolters Kluwer enhances Genya Expert AI: automated bank reconciliation for Italian accounting firms.

Wolters Kluwer enhances Genya Expert AI: automated bank reconciliation for Italian accounting firms. Wolters Kluwer launches Genya Riconciliazione Estratti Conto on October 15, 2026: AI-powered bank statement reconciliation for Italian studi professionali. Impact analysis. Wolters Kluwer Tax & Accounting Italia announced on October 15, 2026 two new Expert AI capabilities in its Genya cloud suite for Italian accounting firms (studi professionali): a natural language conversational interface and Genya Riconciliazione Estratti Conto, an automated bank reconciliation module that interprets transactions and suggests invoice-to-supplier matches (ChannelTech.it, October 15, 2026). Both capabilities extend the group's Expert AI strategy, which combines generative, agentic, and domain-specific AI across its vertical product lines. Stocker en ligne A mature market held back by a persistent manual task. Italy's studi professionali market - accounting firms, tax advisors, and business consultants - is among Europe's most advanced in digital compliance. Since the mandatory e-invoicing requirement via the SDI system came into force in 2019, these firms have built operational expertise that few European markets can match. Yet bank reconciliation has remained one of the last major time-consuming manual tasks: line-by-line comparison of bank statements against accounting records, identification of unmatched transactions, and reclassification of ambiguous transaction descriptions. For a firm managing several SME clients, this is repetitive work that consumes accountant time on low-value-added tasks. Wolters Kluwer is drawing on more than ten years of AI investment for this release (ChannelTech.it). Adoption evidence already exists on the same platform: Genya Dichiarativi Expert AI, launched in March 2026, was adopted by approximately 2,500 studi professionali in its first 60 days, generating nearly 50,000 queries (ibid.). That figure signals genuine demand among Italian firms for AI capabilities embedded directly in their practice management tools. Practical impact for accounting firms and their SME clients. Two features, two distinct productivity gains. The conversational interface lets practitioners query their accounting data in natural language without leaving their workflow in Genya. Rather than navigating between screens to find a client balance or check a payment deadline, the professional asks a question and receives a contextualised answer. For a firm handling dozens of files simultaneously, this directly reduces navigation time on routine lookup tasks. Genya Riconciliazione Estratti Conto goes further: the module interprets bank transactions along with associated data (clients, suppliers, amounts, invoices, due dates) to automatically suggest matches within Genya. Sergio Liscia, VP and General Manager of Wolters Kluwer Tax & Accounting Italia, summarises the ambition: "AI becomes truly useful when it stops being perceived as a separate technology and integrates naturally into professionals' daily work" (ChannelTech.it). For a CFO or accounting manager processing bank statements in volume, the operational value is clear: automating transaction matching frees time for variance analysis, supplier dispute resolution, and higher-value advisory work. Human oversight remains necessary - the module proposes, the accountant validates. In the competitive studi professionali market, this announcement positions Wolters Kluwer against TeamSystem and Zucchetti, both of which have launched their own AI initiatives in this segment. Zucchetti, the national market leader with over 700,000 clients (zucchetti.it), and TeamSystem have invested heavily in their digital offerings. Differentiation now comes down to the depth of AI integration within existing business workflows, not the breadth of core functional coverage. What to watch. The real test will be matching quality in production. An automated reconciliation module only delivers operational value if the match rate is high enough to reduce manual work without introducing more errors to correct than it resolves. Maintaining the reference data corpus - suppliers, recurring transaction descriptions, chart of accounts - will be critical to long-term reliability. The coming weeks of production usage feedback, particularly from firms managing clients with complex banking flows, will be the true performance indicator. Choisir un ERP Never miss its ERP guides. Get expert insights to run a successful ERP project and avoid the costly pitfalls.

IT Digest
Oct 13th, 2026
Wolters Kluwer integrates conversational AI into Genya for professional services and smes.

Wolters Kluwer integrates conversational AI into Genya for professional services and smes. Wolters Kluwer Tax & Accounting announced multiple new AI functionalities in Genya, its cloud suite for Italian tax and accounting professionals, such as a new chat experience and automated bank statement reconciliation. Powered by Expert AI, the conversational interface allows professionals to query data, information and knowledge in natural language, and to receive clarifications, insights and contextual support directly within their workflow. Genya Bank Statement Reconciliation, also powered by Expert AI, allows the platform to automatically interpret bank transactions and related information, including customers, suppliers, amounts, invoices and due dates, and suggests potential matches. "Artificial intelligence becomes truly useful when it fades into the background as technology and integrates naturally into the way professionals work," said Sergio Liscia, Vice President & General Manager, Wolters Kluwer Tax & Accounting Europe Region South. "With Genya Expert AI, we are making it easier to access the firm's information, while keeping the professional firmly at the center of the decision-making process and reducing the operational steps involved in their daily activities." The launch of these new AI functionalities demonstrates what embedded AI looks like in practice: not a separate tool for individual tasks, but a capability built into day-to-day processes, freeing professionals to focus on higher-value advisory work. Part of a global Expert AI strategy These new capabilities expand the work already started with Genya Dichiarativi Expert AI, launched in March 2026, which allows professionals to query ministerial guidance in natural language while completing tax declarations, drawing exclusively on authoritative official sources rather than requiring them to search lengthy external documents. In its first 60 days, Genya Dichiarativi Expert AI was used by around 2,500 professional firms, generating almost 50,000 questions. Wolters Kluwer's Expert AI strategy is shaped by more than a decade of AI investment and innovation. It combines generative, agentic and domain-specific capabilities with deep expertise and close collaboration with customers and technology partners, helping professionals work faster and make smarter decisions based on trusted, verified content. Responsibility and final judgement always remain with the professional, consistent with Wolters Kluwer's responsible AI principles.