The Customer Success Associate (Enterprise Client Team) conducts advanced, large-scale business license research projects for our enterprise level clients. Work before this team will consist of, but not be limited to, corporate transactional change events such as change of ownership, mergers & acquisitions, entity conversions, name change, officer change, and re-domestication.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Supports large-scale, complex research transactions for our enterprise level direct and partnership clientsConducts industry and location specific research for our clients, identifying all federal, state, county and city level business licensing requirementsCreates business specific research packages for timely delivery to clients in line with our established key performance indicatorsIdentifies and compiles licensure specifications in both PDF and Excel formats, including: forms, hyperlinks, supporting documents, exam requirements, prerequisites, turnaround times, fees, and renewal dataCommunicates directly with government agencies to assist with business license research inquiriesProvides proactive updates to our clients and partners regarding order statuses and delaysConcisely conveys findings to clients and team members via oral and written correspondenceHelps us expand and update our industry knowledge by adding both new and updated license information for future use.Synergizes with other internal teams when team work product will convert to other servicesInteracts 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: 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 clientsUse of considerable tact and discretion when dealing with partners, clients, or sensitive dataAbility to adapt to changing regulatory environmentAbility to work independently, handle pressure, multi-task and prioritize work at all timesExcellent organizational and communication (both verbal and written) skillsAbility and desire to work in a fast paced environmentOutstanding skills using personal computers in a Windows-based environment (including Microsoft OfficeSuite and Adobe PDF)Excellent attention to detail and high degree of accuracy and consistency

TRAVEL REQUIREMENTS

None

LOCAL REGULATIONS AS NEEDED

N/A

PHYSICAL DEMANDS (UNITED STATES)

None

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They re not intended to be an exhaustive list of all duties and responsibilities and requirements.

Compensation:

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