Customer Success Associate

Permanent remote role.

The Customer Success Associate (Small Business Team) fulfills business license research orders for our high volume reseller partnerships and our direct clients.  The Customer Success Associate (Small Business Team) is focused on maximizing efficiency to generate rapid and accurate research results for our client and partnership accounts across a wide array of industries and jurisdictions. 

Essential Duties and responsibilities

• Conduct industry and location specific research for our clients, identifying all federal, state, county and city level business licensing requirements
• Create business specific research packages for daily, timely delivery to clients in line with our established key performance indicators
• Identify and compile licensure specifications in both PDF and Excel formats, including: forms, hyperlinks, supporting documents, exam requirements, prerequisites, turnaround times, fees, and renewal data
• Communicate directly with government agencies to assist with business license research inquiries 
• Provide proactive updates to our clients and partners regarding order statuses and delays          
• Concisely convey findings to clients and team members via oral and written correspondence
• Help us expand and update our industry knowledge by adding both new and updated license information for future use
• Interact 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: 

• 0-3 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

Compensation:

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