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Wolters Kluwer

Offers professional information, software, and services

Customer Success Manager - Service of Process

Customer SuccessConfirmed live in the last 24 hours
Full-timeDallas, TX, USA

About the Job

Requirements

  • Five to seven years of post-secondary education in a related field, or equivalent related work experience.
  • At least three years of experience in a similar client service, account management, customer success, or sales support role.
  • Experience with standard operating procedures and process improvement.
  • Experience structuring and documenting processes.
  • Ability to translate processes into actionable workflows.
  • Ability to identify process requirements and expected outcomes.
  • Experience building a new team, establishing new processes, and implementing new workflows.
  • Experience working in professional services and/or managed services.
  • Experience working closely with consultants and engineers.
  • Experience leading teams through new product or service launches.
  • Ability to operate effectively without an established playbook.
  • Ability to work a hybrid schedule from the Dallas, Texas office on Tuesday, Wednesday, and Thursday.

Responsibilities

  • Perform activities across the quote-to-order fulfillment lifecycle, including assisting with price quotes and drafting Statements of Work, researching customer project history, managing key engagements, and carrying out other Customer Success Manager responsibilities.
  • Serve as the primary customer relationship owner, partnering with customers to understand business objectives, drive successful adoption of AI-powered extraction solutions, and ensure customers realize ongoing value from their investment.
  • Provide leadership, coaching, and development to the AI Solutions Consultant while ensuring customer requirements, implementation activities, and success objectives are aligned and executed.
  • Partner with customers and internal stakeholders to establish success criteria, define desired business outcomes, and develop strategies that support long-term customer satisfaction, retention, and growth.
  • Oversee customer onboarding, implementation, adoption, and support activities to ensure solutions are delivered effectively and customer expectations are understood and achieved.
  • Monitor customer health, satisfaction, solution utilization, operational performance, and key performance indicators to identify opportunities, mitigate risks, and improve customer outcomes.
  • Represent customer needs, priorities, feedback, and enhancement opportunities while collaborating across Product, Operations, Support, Sales, and other business partners to improve service delivery and customer outcomes.
  • Develop and maintain a comprehensive understanding of the company's AI solutions, customer workflows, industry trends, and best practices to support customer engagements and identify opportunities for continuous improvement.
  • Represent the company in customer interactions, applying leadership, business acumen, and consultative expertise to deliver strong customer experiences and business outcomes.
  • Coordinate onboarding, implementation, adoption, and ongoing customer success activities, communicating the value and benefits of AI-powered solutions and aligning customer objectives with service delivery.
  • Work with leadership and cross-functional teams to achieve organizational goals and identify opportunities for process improvements, service enhancements, and expanded customer value through AI solutions.

About the Company

Wolters Kluwer

Offers professional information, software, and services

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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