Customer Success Associate
Location
White Plains, NY
Job Type
Full-time
Category
other-general
Posted
June 27, 2026
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.
**Responsibilities:**
+ Supports large-scale, complex research transactions for our enterprise level direct and partnership clients
+ Conducts industry and location specific research for our clients, identifying all federal, state, county and city level business licensing requirements
+ Creates business specific research packages for timely delivery to clients in line with our established key performance indicators
+ Identifies and compiles licensure specifications in both PDF and Excel formats, including: forms, hyperlinks, supporting documents, exam requirements, prerequisites, turnar...
**Responsibilities:**
+ Supports large-scale, complex research transactions for our enterprise level direct and partnership clients
+ Conducts industry and location specific research for our clients, identifying all federal, state, county and city level business licensing requirements
+ Creates business specific research packages for timely delivery to clients in line with our established key performance indicators
+ Identifies and compiles licensure specifications in both PDF and Excel formats, including: forms, hyperlinks, supporting documents, exam requirements, prerequisites, turnar...