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Associate Client Partner Jobs in Wisconsin (NOW HIRING)

Acrisure

Associate Client Advisor

Stevens Point, WI · On-site

We're seeking a high-performing Associate Client Advisor to drive new business, deepen client ... Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ...

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Associate Client Partner information

What is an associate client partner?

An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.

What are the main challenges associate client partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What are the key skills and qualifications needed to thrive as an associate client partner, and why are they important?

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What does an associate client partner position do?

An Associate Client Partner is responsible for managing client relationships, understanding client needs, and ensuring the delivery of services or solutions that meet those needs. They often coordinate with internal teams, support account growth, and maintain ongoing communication to foster long-term partnerships.

What cities in Wisconsin are hiring for Associate Client Partner jobs?

Cities in Wisconsin with the most Associate Client Partner job openings:

Associate Client Partner jobs near you
Infographic showing various Associate Client Partner job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution.

Client Experience Partner

Sun Prairie, WI • On-site

Heartland Business Systems LLC

8.6

Company rating: 8.6 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

34th of 226 rated it services

People enjoy working here

Good employer

Learn more about Heartland Business Systems LLCexternal

Full-time

Re-posted 10 days ago

Job description

Job Type
Full-time
Description
Position Summary:
The Client Experience Partner serves as a trusted advisor and primary post-sales advocate for assigned clients, with a focus on client retention, satisfaction, and account expansion. This role proactively engages clients through routine check-ins and structured business reviews to ensure clients are realizing maximum value from their HBS services and solutions, identifying risks to retention early, and uncovering opportunities to grow the relationship.
Roles and Responsibilities/ Essential Functions:
  • Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and the development and execution of save/remediation plans.
  • Drive account expansion by identifying upselling and cross-sell opportunities and partnering with Account Managers and Sales to qualify and advance those opportunities.
  • Conduct routine proactive check-ins with clients to ensure satisfaction, confirm service delivery is meeting expectations, and capture feedback.
  • Host and coordinate routine business reviews on a monthly or quarterly basis (based on client tier), including scheduling, agenda development, data/report preparation, facilitation, and follow-up on action items.
  • Coordinate appropriate internal stakeholders (e.g., engineering, service delivery, account management, leadership) and external client stakeholders for business reviews and escalations.
  • Develop and maintain success plans for assigned clients that document client goals, health status, risks, and growth opportunities.
  • Monitor client health indicators such as ticket trends, service utilization, satisfaction (CSAT/NPS) results, and escalations; act on negative trends before they impact retention.
  • Serve as a client advocate internally, ensuring client feedback and concerns are routed to and addressed by the appropriate teams.
  • Support contract renewals in partnership with Solution Consultants, including preparing renewal documentation and value summaries.
  • Maintain accurate and up-to-date records of client interactions, account plans, opportunities, and review documentation in company systems (e.g., CRM/PSA).
  • Contribute to and enhance internal department process and system documentation.
  • Follow policies and procedures on a department and per client basis.
  • Monitor email and phone for client communications and respond in a timely manner.
  • Ability to travel to customer sites for business reviews and relationship-building activities.
  • Perform other duties, as assigned.

Requirements
Competencies:
  • Active Listening: Ability to actively attend to, convey, and understand the comments and questions of others.
  • Adaptability: Ability to adapt to change in the workplace.
  • Client Focus:Ability to build strong client relationships and deliver client-centric solutions.
  • Communication: Ability to communicate clearly and professionally with stakeholders at all levels, both verbally and in writing.
  • Conflict Resolution: Ability to deal with others in an antagonistic situation.
  • Decision Making: Ability to make critical decisions while following company procedures.
  • Integrity: Ability to be truthful and be credible in the workplace.
  • Organization: Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
  • Presentation Skills: Ability to prepare and deliver effective, data-driven presentations to internal and external audiences.
  • Problem Solving: Ability to find a solution for or to deal proactively with work-related problems.
  • Relationship Building: Ability to effectively build relationships with customers and co-workers.
  • Time Management: Ability to utilize the available time to organize and complete work within given deadlines.

Required Experience:
  • 2-4 years' experience in a customer success, account management, client services, or customer-facing IT services role.
  • Experience leading client-facing meetings, presentations, or business reviews.

Preferred Experience:
  • 5+ years' experience in customer success or account management within a managed services provider (MSP), IT services, or technology environment.
  • Experience working with retention, renewal, and expansion metrics (e.g., gross retention, net revenue retention, upsell pipeline).
  • Working knowledge of managed IT services, cloud, networking, and security solutions sufficient to discuss service value with both technical and business stakeholders.
  • Experience with CRM and PSA platforms (e.g., ConnectWise Manage, Salesforce, HubSpot) and reporting/BI tools.

Required Skills, Education and/ or Certifications:
  • Associate degree in business, technology, or a related field, or a combination of education and relevant experience.
  • Strong interpersonal and communication skills with a customer-focused, service-first mindset.
  • Proven ability to manage competing priorities across multiple client accounts.
  • Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).

Preferred Skills, Education and/ or Certifications:
  • Bachelor's degree in business, technology, or a related field.
  • Customer success or account management certification (e.g., Cisco Customer Success Manager, SuccessCOACHING CCSM).Familiarity with ITIL concepts or ITIL Foundation certification.

Equal Opportunity Employer - Disabled/Vets
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