Manager, Customer Success - Hybrid
ExternalContractHybrid4d ago
Capacity PlanningComplianceLeadershipSalesforce
Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
The Manager, Customer Success is responsible for leading a specialized team of professionals on the CT Corporate Staffing Team supporting independent director, trustee, and contract agency appointments. This role oversees service delivery, operational performance, and client experience across high-touch, complex engagements that are critical to corporate governance and compliance. This role will involve building strong customer relationships, promoting product adoption, and driving customer loyalty through strategic initiatives.
Responsibilities
- Manage a team of Customer Success professionals, ensuring their daily activities align with departmental goals.
- Oversee end-to-end execution of independent director, trustee, and contract agency appointments
- Ensure appropriate cross-training and capacity planning to maintain service continuity
- Establish and track key performance indicators (KPIs) aligned to team and organizational goals to ensure customer satisfaction
- Analyze performance data to identify trends, gaps, and opportunities for improvement
- Develop and execute strategies to improve customer engagement and product usage.
- Handle escalated customer issues, providing resolutions and feedback.
- Foster long-term customer relationships through regular interactions.
- Manage renewal processes to ensure customer retention.
- Collaborate with cross-functional partners (e.g. Sales, Service, Legal) to deliver best customer experience
Requirements
- Leadership: Proven ability to manage and lead teams effectively.
- Analytical Skills: Ability to analyze data and derive actionable insights.
- Strategic Thinking: Capacity to develop and implement effective customer success strategies.
- Communication: Proficient in presenting ideas clearly and concisely.
- Customer Advocacy: Strong focus on customer needs and enhancing customer satisfaction.
- Project Coordination: Skills in coordinating multiple tasks and projects simultaneously.
- Relationship Building: Proficiency in building and maintaining strong internal and external customer relationships.
- Technical Proficiency: Familiarity with customer success tools and platforms including Salesforce.
- Required
- Bachelor's degree or equivalent experience
- 5-7+ years of experience in customer success, corporate services, or financial/legal services operations
- Proven ability to manage complex, detail-oriented service delivery in a regulated environment
- Strong analytical, organizational, and problem-solving skills
- Preferred
- 2+ years of people leadership experience
- Knowledge of independent director, trustee, or agency appointment processes
- Familiarity with KPI development, capacity modeling, and process optimization
- *This role will work in a hybrid capacity (Tues-Thurs onsite) out of the Wilmington, DE office*
- Our Interview Practices
- Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Benefits
$98,500.00 - $172,700.00 USDThis role is eligible for Bonus.Additional Information :Dental insuranceVision insurance401(k)Paid time offPerformance bonusParental leave
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at wk? Share your experience