Senior Customer Success Specialist - Tax & Accounting

We are looking for a
** Senior Customer Success Specialist
** to join our
** Tax and Accounting
** division and play a critical role in helping our customers achieve meaningful, measurable outcomes from our products and services.

This is a post‐sale, customer‐facing role responsible for owning customer relationships across the full lifecycle from onboarding through renewal readiness and advocacy. You will act as a trusted advisor, ensuring customers achieve measurable business value from the company’s products and services. This role exists to accelerate customer time

This role operates with a high degree of independence, manages complex customer engagements, and partners closely with internal teams including Sales, Support, Professional Services, and Product.
** Essential Duties and responsibilities
** Serve as the internal point of coordination for assigned accounts by aligning Sales, Support, Professional Services, and Product teams around customer priorities, risks, and outcomes, and by representing the customer’s voice to ensure a consistent and unified customer experience.
** Other Duties
** Performs other duties as assigned by supervisor.
** Job Qualifications
*
* Education:

Bachelor’s degree in Business, Marketing, Communications, Information Systems, or a related field, or equivalent‐facing role such as Customer Success, Account Management, Consulting, Implementation.

Experience:

4+ years of experience in a customer

Experience managing post‐sales customer relationships across the full lifecycle (onboarding, adoption, renewal readiness) Experience working in a B2B, SaaS, technology, or solutions‐based environment Experience supporting renewal and expansion efforts in partnership with Sales
* Foundational knowledge of Tax and Accounting concepts (knowledge of Audit, Tax, and CPA firms and how they operate, all highly preferred)
Experience engaging with senior or executive‐level customer stakeholders Preferred:
* Hands on experience owning a book of business
* Experience leading Executive Business Reviews (EBRs)
* Familiarity with Customer Success tools and CRM systems (Salesforce, Certinia, etc)
* Formal Customer Success or account management certifications
* Experience contributing customer insights to product or process improvement initiatives
* CPA certification

Other Knowledge, Skills, Abilities or

Certifications:

(First list requirements, followed by preferences.)Demonstrated ability to own customer outcomes and value realization Strong analytical skills with the ability to interpret customer usage, engagement, and health data Proven ability to manage complex customer situations independently Strong cross‐functional collaboration skills across Sales, Support, Professional Services, and Product Excellent verbal and written communication skills, including facilitation of business‐focused customer discussions Ability to prioritize, manage multiple accounts, and operate proactively in a dynamic environment
** Travel requirements
** Normal office environment.  
** The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.  They are not intended to be an exhaustive list of all duties and responsibilities and requirements.
** Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity.

We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals…