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Client Services Manager information

See Portage, WI salary details

$37.2K

$74.7K

$135.5K

How much do client services manager jobs pay per year?

As of Sep 1, 2026, the average yearly pay for client services manager in Portage, WI is $74,723.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,100.00 and $88,200.00 per year, depending on experience, location, and employer.

What is a client services manager?

A client services manager ensures that a customer is satisfied with the products and services they receive from the company. As a client services manager, you are an employee of the business, but you and your department act as representatives for the customer. You are the supervisor of a larger customer service staff, so you also have job duties pertaining to employee training and ensuring that the department meets all company procedures and policies. Qualifications for a career as a client services manager include experience in customer service and excellent management skills.

What does a client services manager do?

A Client Services Manager is responsible for overseeing and improving the experience of clients within a company. They act as the main point of contact for clients, ensuring their needs are met and issues are resolved promptly. Their duties often include managing client accounts, coordinating with internal teams, developing relationships, and working to increase client satisfaction and retention. They may also analyze client feedback to improve services and help grow the business.

What are the key skills and qualifications needed to thrive as a client services manager, and why are they important?

To thrive as a Client Services Manager, you need strong client relationship management, problem-solving abilities, and a background in business or a related field. Familiarity with customer relationship management (CRM) software, project management tools, and occasionally relevant certifications like PMP or ITIL are valuable. Exceptional communication, leadership, and conflict resolution skills set outstanding professionals apart in this role. These competencies are essential to ensure client satisfaction, strengthen long-term partnerships, and drive business growth.

What are some common challenges faced by client services managers, and how can they be addressed?

Client Services Managers often encounter challenges such as balancing multiple client needs, managing expectations, and ensuring consistent communication between clients and internal teams. To address these challenges, it's important to develop strong organizational skills, set clear boundaries and expectations from the outset, and maintain proactive communication. Regular status meetings and transparent reporting can help build trust with clients and foster effective collaboration with your team.

What is the difference between Client Services Manager vs Account Executive?

AspectClient Services ManagerAccount Executive
Primary RoleOversees client relationships, ensures satisfaction, manages service deliveryGenerates new business, manages client accounts, closes sales
Required SkillsCustomer service, communication, project managementSales, negotiation, relationship building
Work EnvironmentClient-facing, service-oriented, team collaborationSales-focused, client meetings, prospecting
Common CertificationsCustomer service certifications, CRM trainingSales certifications, CRM training

The main difference is that a Client Services Manager focuses on maintaining and enhancing existing client relationships and ensuring service quality, while an Account Executive primarily works on acquiring new clients and closing sales. Both roles require strong communication skills and familiarity with CRM tools, but their core objectives differ—service retention versus new business development.

More about Client Services Manager jobs

What job categories do people searching Client Services Manager jobs in Portage, WI look for?

The top searched job categories for Client Services Manager jobs in Portage, WI are:

What cities near Portage, WI are hiring for Client Services Manager jobs?

Cities near Portage, WI with the most Client Services Manager job openings:

Client Services Manager jobs near you

Client Accounting Services Department Manager

Wisconsin Dells, WI • On-site, Remote

Careers - MBE CPAs
See more jobs at Careers - MBE CPAsexternal

Full-time

Re-posted 16 days ago

Job description

Greater Wisconsin Dells office locations: 

  • Wisconsin Dells, WI 
  • Baraboo, WI 
  • Reedsburg, WI 
  • Portage, WI 
  • Mauston, WI 

What's the Role?

The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model.

This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation.

This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience.

To help us get to know you better and your interest in the role, please submit both a cover letter and your resume with your application.

What Will I Do?

  • Lead the strategy, structure, and growth of the CAS practice.
  • Oversee client advisory engagements and serve as a trusted advisor to key clients.
  • Build scalable workflows, service standards, and best practices across the CAS department.
  • Lead, mentor, and develop CAS managers, supervisors, and team members.
  • Partner with firm leadership on pricing, service offerings, and growth initiatives.
  • Ensure high-quality service delivery, compliance, and operational efficiency.

What Experience and Skills Do I Need to Be Successful?

Required Qualifications

  • 10+ years of experience in accounting and Client Accounting Services.
  • 5+ years in a leadership or senior management role within CAS or outsourced accounting.
  • Proven experience building, scaling, or transforming a CAS or bookkeeping practice.
  • Strong knowledge of accounting standards, payroll, and outsourced accounting services.
  • Experience leading teams and managing multiple client engagements.

Key Skills

  • Strategic and entrepreneurial leadership mindset.
  • Strong client advisory and relationship management skills.
  • Ability to build processes, teams, and scalable service models.
  • Comfort driving change and innovation within a growing firm.
  • CPA or similar professional certification preferred.

Why Join This Opportunity?

  • Build a CAS practice from the ground up with firm leadership support.
  • High-impact leadership role with visibility and influence.
  • Entrepreneurial firm culture that values innovation and growth.
  • Opportunity to shape services, processes, and team structure.
  • Long-term career growth and upward mobility within the firm.

Work Schedule & Travel

  • Full-time position.
  • Periodic travel required (approximately 6–8 times per year).
  • Role may be based in one of our offices, hybrid, or remote, depending on experience.

How Do I Apply?

Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.

About the Firm

MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.

Apply