Customer Success Associate (Small Business Research Team)

• The Customer Success Associate (Small Business Research Team) fulfills business license research for our high-volume reseller partnerships and our direct clients

• The Customer Success Associate 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

• Conduct industry and location-specific research for our clients, identifying all federal, state, county, and municipal-level business licensing requirements

• Create business-specific research results for timely delivery to clients in line with our established key performance indicators

• Identify and capture licensure specifications 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

• Provide cross-team support to vary work product and enhance industry and licensing expertise

• Help us expand and update our industry knowledge by capturing 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 as assigned

• This role supports clients and partner accounts by conducting detailed business licensing research across numerous industries and jurisdictions

Qualifications

• Minimum Bachelor’s degree, or equivalent
• Exceptional interpersonal skills to communicate with partner representatives, government agencies, colleagues, and clients
• Ability and desire to work in a challenging environment
• Excellent attention to detail and high degree of accuracy and consistency
• Ability to adapt to a changing regulatory environment
• Excellent organizational and both verbal and written communication skills
• Use of considerable tact and discretion when dealing with partners, clients, or sensitive data
• Outstanding skills using computers in a Windows-based environment, including Microsoft Office Suite and Adobe PDF
• 0-3 years of experience, preferably in the licensing or compliance field
• Ability to work independently, handle pressure, multi-task, and prioritize work at all times
• The successful candidate will be highly organized, detail-oriented, and committed to delivering accurate, timely results while maintaining strong relationships with clients, partners, and government agencies