Job Description

• Develops and maintains a thorough knowledge of Compliance Solutions products, services, and WK response procedures by engaging in formal training on products and end users; participating in self-directed learning; studying product, technical, or executive information provided; engaging in one-on-one training with Supervisor; accepting critical feedback and implementing suggestions; studying information provided by product management and marketing on an on-going basis in timely manner; working with actual products to establish and maintain competence in using them; learning how the products fit into customers processes and contribute to their business performance; developing a continued understanding of corporate governance, policy, and procedures for handling sensitive information; and maintaining knowledge of current industry standards, methodologies, processes, and best practices.

• Provides overall project management for incoming response requests by reviewing incoming Due Diligence and SOC audit requests; collaborating with Sales, Legal, Information Security, IT, Human Resources, Operations, Audit and Compliance, and other Subject Matter Experts to identify requirements; evaluating projects on consistency with CSs long term roadmap; designing project plans; communicating project needs to resources; overseeing the collection of information; directing and coordinating with resources; ensuring progress is meeting contract requirements and stakeholder needs; providing consistent coordinated communication throughout the project lifecycle; identifying potential risks endangering project milestones; evaluating escalated issues; completing projects in accordance with customer timelines, expectations, and organizational guidelines; and employing best practices throughout projects.

• Manages the writing of responses to incoming requests by reviewing requests for preliminary feasibility (e.g., if products can support request); educating sales representatives on the request process, if needed; going back to sales representatives or managers with specific questions to clarify needs, as necessary; determining what resources (e.g., Legal, Human Resources, Development) to utilize to gather necessary information; collaborating with resources to acquire necessary responses; distributing questions to appropriate subject matter experts; researching database for responses where available; submitting non-published responses from the database to experts for verification; tracking incoming information and following up with experts to ensure timely responses; monitoring information as it comes in; compiling and editing information for consistency, style, customer needs, and corporate and industry standards; ensuring necessary information has been captured; noting any missing information and following up; reviewing responses to ensure documents are properly prepared; ensuring the highest accuracy and compliance; monitoring timing requirements; engaging additional resources to ensure issues are resolved in a timely manner, if necessary; submitting responses to customers; following up on customer issues (e.g., missing information, unsatisfactory responses); resubmitting responses to customers; and ensuring all conduct and responses comply with best practices and corporate policies.

• Coordinates and provides due diligence support for Customer onsite visits and audits by assisting the sales organization in communication regarding schedule, coordination of subject matter experts, and providing follow-up support as needed.

• Contributes subject matter expertise to ensure the success of projects and organizational objectives by developing response templates to be used cross-functionally; supporting the sales and audit teams by providing subject matter expertise to questions and issues around the response process; providing expertise to special projects; participating in thought provoking, strategic discussions with management; and facilitating communication across operational groups.

• Participates in process improvement initiatives by analyzing current RFP/DD and SOC Audit process; offering recommendations for process improvements; working with the Supervisor to enhance the response process; and assisting in the implementation of new processes, tools and procedures to increase productivity, quality, and customer satisfaction.

• Represents Wolters Kluwer by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry trends and general business and financial acumen through various sources and initiatives; communicating in a professional, compelling, and articulate manner of speech, writing and formal presentation; behaving in ways that demonstrate corporate core values and culture; developing professional and positive relationships with customers and colleagues; and maintaining a reputation of competence, integrity and professionalism.

Wolters Kluwer