Customer Success Associate, Small Business Research Team

Position Summary:

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.
 

Essential Duties and Responsibilities:

• 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

• Other duties as assigned.
   

Qualifications:

Education

• Minimum Bachelor's degree, or equivalent.

Experience

• 0-3 years of experience, preferably in the licensing or compliance field.
   

Knowledge, Skills, Abilities, and Certifications:

• Exceptional interpersonal skills to communicate with partner representatives, government agencies, colleagues, and clients.
• Excellent attention to detail and high degree of accuracy and consistency.
• Ability to work independently, handle pressure, multi-task, and prioritize work at all times.
• Use of considerable tact and discretion when dealing with partners, clients, or sensitive data.
• Excellent organizational and both verbal and written communication skills.
• Ability and desire to work in a challenging environment.
• Ability to adapt to a changing regulatory environment.
• Outstanding skills using computers in a Windows-based environment, including Microsoft Office Suite and Adobe PDF.
   

About the Role:

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