This role is responsible for supporting the client engagement experience for Digital consulting engagements. This role collaborates with clients to understand their strategic objectives, success ...
This role is responsible for supporting the client engagement experience for Digital consulting engagements. This role collaborates with clients to understand their strategic objectives, success ...
This role is responsible for supporting the client engagement experience for Digital consulting engagements. This role collaborates with clients to understand their strategic objectives, success ...
This role is responsible for supporting the client engagement experience for Digital consulting engagements. This role collaborates with clients to understand their strategic objectives, success ...
Individual Client Executive
New Richmond, WI · On-site
$78K - $106K/yr
Drive client acquisition and retention through proactive outreach, networking, referrals, personalized support, and regular client engagement * Conduct comprehensive needs assessments to understand ...
Individual Client Executive
New Richmond, WI · On-site
$78K - $106K/yr
Drive client acquisition and retention through proactive outreach, networking, referrals, personalized support, and regular client engagement * Conduct comprehensive needs assessments to understand ...
Sr Director, Strategy & Planning - Client Office
Milwaukee, WI · On-site +1
$187K - $318K/yr
Design and evolve client engagement frameworks that drive long term loyalty, satisfaction and value * Define client segmentation strategies to maximize impact across priority client and product ...
Sr Director, Strategy & Planning - Client Office
Milwaukee, WI · On-site +1
$187K - $318K/yr
Design and evolve client engagement frameworks that drive long term loyalty, satisfaction and value * Define client segmentation strategies to maximize impact across priority client and product ...
Sr Director, Strategy & Planning - Client Office
Milwaukee, WI · On-site +1
$187K - $318K/yr
Design and evolve client engagement frameworks that drive long term loyalty, satisfaction and value * Define client segmentation strategies to maximize impact across priority client and product ...
Sr Director, Strategy & Planning - Client Office
Milwaukee, WI · On-site +1
$187K - $318K/yr
Design and evolve client engagement frameworks that drive long term loyalty, satisfaction and value * Define client segmentation strategies to maximize impact across priority client and product ...
Individual Client Executive
New Richmond, WI · Hybrid
$78K - $106K/yr
Drive client acquisition and retention through proactive outreach, networking, referrals, personalized support, and regular client engagement * Conduct comprehensive needs assessments to understand ...
Individual Client Executive
New Richmond, WI · Hybrid
$78K - $106K/yr
Drive client acquisition and retention through proactive outreach, networking, referrals, personalized support, and regular client engagement * Conduct comprehensive needs assessments to understand ...
Client Experience Specialist
Milwaukee, WI · On-site
$17.50 - $22/hr
The Client Experience Manager drives success across our partnership trial accounts by maximizing client engagement, ensuring seamless onboarding, and accelerating product adoption and utilization.
Client Experience Specialist
Milwaukee, WI · On-site
$17.50 - $22/hr
The Client Experience Manager drives success across our partnership trial accounts by maximizing client engagement, ensuring seamless onboarding, and accelerating product adoption and utilization.
Client Experience Specialist
$17.50 - $22/hr
A proactive relationship builder passionate about delivering white-glove client service and driving long-term engagement. * Excels in a fast-paced, dynamic environment, managing multiple accounts and ...
Client Experience Specialist
$17.50 - $22/hr
A proactive relationship builder passionate about delivering white-glove client service and driving long-term engagement. * Excels in a fast-paced, dynamic environment, managing multiple accounts and ...
Client Specialist
Milwaukee, WI · On-site
Sales and client engagement * Social media and marketing experience (preferred but not required) Apply today if you're passionate about travel, enjoy helping others, and are looking for a flexible ...
Client Specialist
Milwaukee, WI · On-site
Sales and client engagement * Social media and marketing experience (preferred but not required) Apply today if you're passionate about travel, enjoy helping others, and are looking for a flexible ...
Client Relationship Manager - Industrial Wastewater
Green Bay, WI · On-site +1
$135K - $170K/yr
... for client engagement and strategically leveraging these engagements to expand into broader environmental and engineering services. This role focuses on helping clients solve complex wastewater ...
Client Relationship Manager - Industrial Wastewater
Green Bay, WI · On-site +1
$135K - $170K/yr
... for client engagement and strategically leveraging these engagements to expand into broader environmental and engineering services. This role focuses on helping clients solve complex wastewater ...
Client Engagement: Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative ...
Client Engagement: Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative ...
Client Development Specialist (Inside Sales)
Waukesha, WI · On-site
$40K/yr
About This Opportunity The Client Development Specialist ("Dreamweaver") plays a key role in ... engagement. Working closely with our Financial Advisors, you'll proactively connect with clients ...
Client Development Specialist (Inside Sales)
Waukesha, WI · On-site
$40K/yr
About This Opportunity The Client Development Specialist ("Dreamweaver") plays a key role in ... engagement. Working closely with our Financial Advisors, you'll proactively connect with clients ...
About This Opportunity The Client Development Specialist ("Dreamweaver") plays a key role in ... engagement. Working closely with our Financial Advisors, you'll proactively connect with clients ...
Quick apply
About This Opportunity The Client Development Specialist ("Dreamweaver") plays a key role in ... engagement. Working closely with our Financial Advisors, you'll proactively connect with clients ...
About This Opportunity The Client Development Specialist ("Dreamweaver") plays a key role in ... engagement. Working closely with our Financial Advisors, you'll proactively connect with clients ...
About This Opportunity The Client Development Specialist ("Dreamweaver") plays a key role in ... engagement. Working closely with our Financial Advisors, you'll proactively connect with clients ...
About This Opportunity The Client Development Specialist ("Dreamweaver") plays a key role in ... engagement. Working closely with our Financial Advisors, you'll proactively connect with clients ...
Quick apply
About This Opportunity The Client Development Specialist ("Dreamweaver") plays a key role in ... engagement. Working closely with our Financial Advisors, you'll proactively connect with clients ...
The Regional Director of Trust and Advisory Services is a senior leader responsible for executing the growth, performance, and client engagement strategy for the Personal Trust advisory business ...
The Regional Director of Trust and Advisory Services is a senior leader responsible for executing the growth, performance, and client engagement strategy for the Personal Trust advisory business ...
WI · On-site
This role blends hands-on coding with strategic leadership, client engagement, and business development. You will work in a hybrid model, collaborating with cross-functional teams, and contributing ...
New
WI · On-site
This role blends hands-on coding with strategic leadership, client engagement, and business development. You will work in a hybrid model, collaborating with cross-functional teams, and contributing ...
New
Client Advisor
$60K - $200K/yr
Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities. * Ability to create and ...
Client Advisor
$60K - $200K/yr
Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities. * Ability to create and ...
Client Advisor
Green Bay, WI · On-site
$60K - $200K/yr
Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities. * Ability to create and ...
Client Advisor
Green Bay, WI · On-site
$60K - $200K/yr
Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities. * Ability to create and ...
Client Advisor
Green Bay, WI · On-site
$60K - $200K/yr
Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities. * Ability to create and ...
Client Advisor
Green Bay, WI · On-site
$60K - $200K/yr
Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities. * Ability to create and ...
Client Engagement information
See Wisconsin salary details
$23.2K - $27.8K
8% of jobs
$27.8K - $32.3K
8% of jobs
$36.1K is the 25th percentile. Wages below this are outliers.
$32.3K - $36.8K
12% of jobs
$36.8K - $41.4K
13% of jobs
$41.4K - $45.9K
10% of jobs
The median wage is $46.3K / yr.
$45.9K - $50.5K
6% of jobs
$50.5K - $55K
18% of jobs
$55.2K is the 75th percentile. Wages above this are outliers.
$55K - $59.6K
17% of jobs
$59.6K - $64.1K
6% of jobs
$64.1K - $68.6K
1% of jobs
$68.6K - $73.2K
1% of jobs
$23.2K
$47.4K
$73.2K
How much do client engagement jobs pay per year?
What are the key skills and qualifications needed to thrive as a client engagement professional?
What are some common challenges faced in a client engagement role, and how can they be managed effectively?
What does a client engagement representative do?
What is the difference between Client Engagement vs Customer Service Representative?
| Aspect | Client Engagement | Customer Service Representative |
|---|---|---|
| Primary Focus | Building and maintaining long-term client relationships | Handling immediate customer inquiries and issues |
| Skills Needed | Communication, relationship management, strategic thinking | Problem-solving, communication, product knowledge |
| Work Environment | Often in sales, marketing, or account management teams | Customer support centers, call centers, retail |
| Goals | Enhance client retention and loyalty | Resolve customer issues quickly and efficiently |
While both roles involve communication with clients or customers, Client Engagement focuses on building lasting relationships and strategic account management, whereas Customer Service Representatives primarily address immediate customer concerns and support. Understanding these differences helps in choosing the right career path or job search focus.
What is client engagement?

Full-time
Medical, Dental, Vision, Retirement
This job post has expired 1 day ago. Applications are no longer accepted.
CliftonLarsonAllen rating
6.7
Based on 28 frontline employees who took The Breakroom Quiz
20th of 22 rated bookkeepers and accountants
Job description
CliftonLarsonAllen, LLP (CLA) is seeking an experienced and dynamic Digital Engagement Leader Associate. This role is responsible for supporting the client engagement experience for Digital consulting engagements. This role collaborates with clients to understand their strategic objectives, success measures, and desired outcomes, and ensures CLA's digital solutions are aligned to achieve those outcomes. Serves as the primary point of contact and escalation, and facilitates cross-functional internal and client teams to drive progress, resolve challenges, and maintain alignment throughout the engagement lifecycle. This role operates independently, applies sound judgment in moderately complex client environments, and plays an important role in strengthening long-term client relationships and expanding value across services.
Essential Job Functions
Client Engagement & Leadership
- Serve as the primary engagement leader for assigned Digital clients of moderate complexity.
- Analyze client engagement needs and identify opportunities to achieve desired outcomes.
- Facilitate clients through onboarding, delivery, and close-out phases.
- Monitor satisfaction, identify risks, and escalate issues proactively.
Coordination & Delivery Support
- Coordinate cross-functional teams and internal stakeholders.
- Monitor milestones, evaluate delivery performance against objectives, and engagement progress using internal tools.
- Responsible for scheduling, documentation, and meeting follow-ups.
- Ensure compliance with CLA's quality, risk, and engagement standards.
Collaboration & Integration
- Partner with CRLs and service lines to support integrated client solutions and engagement outcomes.
- Build and maintain awareness of CLA offerings to guide clients to the right services.
- Facilitate collaboration across teams to support seamless transitions and service delivery.
- Influence alignment and accountability across internal and client teams.
Continuous Improvement
- Utilize CRM and tracking tools to analyze engagement activity and monitor trends.
- Identify opportunities to improve engagement models and tools.
- Exercise professional judgement in applying established standard practices while adapting to client-specific needs.
- Share knowledge, practices and lessons learned to support the growth of Engagement Leader capabilities across the team.
Requirements
Experience
2 years of relevant experience required.
Education
Bachelor's degree required. A combination of relevant experience, education, and training may be accepted in lieu of a degree.
Certifications / Licenses
None required
Travel Requirements
This position requires <10% travel.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
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About CliftonLarsonAllen
Sourced by ZipRecruiter
CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.
Industry
Accounting services
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
2012