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Client Success Agent Jobs in Wisconsin (NOW HIRING)

o9 Solutions, Inc.

WI · On-site

$174.79 - $240.33/hr

Drive adoption of advanced modules including Agentic AI and the Post‑Game Agent (PGA). Help ... Document success stories and best practices to support institutional knowledge and pre‑sales ...

First Citizens State Bank

Insurance Agent

Elkhorn, WI · On-site

Insurance Agent Position Summary: Banco Insurance Services is seeking an experienced and customer ... Demonstrated success in building and maintaining a client portfolio. * Strong sales, communication ...

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Client Success Agent information

What does a client success agent do?

A Client Success Agent is responsible for ensuring that customers have a positive experience with a company's products or services. They act as a main point of contact for clients, helping to address questions, resolve issues, and provide ongoing support. Their goal is to build strong relationships, encourage customer loyalty, and help clients achieve their desired outcomes. Client Success Agents may also provide training, gather feedback, and collaborate with internal teams to improve services.

What are the key skills and qualifications needed to thrive as a client success agent?

To thrive as a Client Success Agent, you need strong communication, problem-solving, and relationship management skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software such as Salesforce or HubSpot and proficiency with support ticketing systems are commonly required. Exceptional empathy, patience, and a proactive approach help build trust and rapport with clients. These capabilities are crucial for ensuring client satisfaction, retention, and long-term business growth.

What are some common challenges faced by client success agents and how can they be addressed?

Client Success Agents often encounter challenges such as managing multiple client accounts with varying needs, handling difficult conversations when clients are dissatisfied, and balancing proactive support with reactive problem-solving. Success in this role often relies on strong organizational skills, effective communication, and the ability to prioritize tasks under pressure. Building solid relationships with clients and collaborating closely with sales, support, and product teams helps address client issues efficiently and ensures a positive client experience.

What is the difference between Client Success Agent vs Customer Support Specialist?

AspectClient Success AgentCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften high school diploma or equivalent; technical knowledge may be preferred
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageUsed in SaaS, tech, and service industries focusing on retentionCommon across retail, telecom, and tech sectors for troubleshooting

The main difference is that Client Success Agents focus on proactive relationship management and client retention, while Customer Support Specialists primarily handle reactive issue resolution. Both roles require strong communication skills but serve different stages of the customer journey.

What are popular job titles related to Client Success Agent jobs in Wisconsin?

For Client Success Agent jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Client Success Agent jobs in Wisconsin look for?

The top searched job categories for Client Success Agent jobs in Wisconsin are:

What cities in Wisconsin are hiring for Client Success Agent jobs?

Cities in Wisconsin with the most Client Success Agent job openings:

Client Success Agent jobs near you
Infographic showing various Client Success Agent job openings in Wisconsin as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Client Management Director

o9 Solutions, Inc.

WI • On-site

$174.79 - $240.33/hr

Other

Medical, Retirement

Re-posted 11 days ago

Job description

Company Overview

Transforming the Future of Enterprise Planning At o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision‑making through our AI‑first approach. By integrating siloed planning capabilities and capturing millions—even billions—in value leakage, we help businesses plan smarter and faster. This not only enhances operational efficiency but also reduces waste, leading to better outcomes for both businesses and the planet. Global leaders like Google, PepsiCo, Walmart, T‑Mobile, AB InBev, and Starbucks trust o9 to optimize their supply chains.


Role Overview

The Client Management Director is the senior accountable owner of the client relationship. You ensure clients derive sustained, measurable value from the o9 platform — deepening adoption, expanding footprint, and positioning o9 as a long‑term strategic partner. You will manage a portfolio of strategic accounts, working closely with client supply chain, IT, and executive leadership to translate o9 capabilities into tangible business outcomes. You will ensure client satisfaction at all stages of the o9 relationship, from initial solution delivery through ongoing strategic growth, while meeting financial and performance targets for the portfolio.


Responsibilities

  • Client Relationship & Executive Engagement: Primary o9 point of contact for client supply chain and IT leadership; trusted advisor at VP and C‑suite level.

  • Executive Business Reviews: Lead quarterly and annual reviews presenting value realized, roadmap alignment, and strategic recommendations.

  • Escalation Management: Own escalations end‑to‑end — triage, coordinate resolution, and communicate proactively throughout.

  • Value Realization & Adoption: Define and monitor client outcome metrics—planning cycle time, MAPE, planner productivity, inventory health—and keep them central to every client interaction. Drive adoption of advanced modules including Agentic AI and the Post‑Game Agent (PGA). Help clients consolidate fragmented data environments and shift planners from manual analysis to exception‑based, AI‑guided workflows.

  • Platform Expertise & Thought Leadership: Maintain hands‑on understanding of o9 supply planning, demand management, IBP, and Agentic AI to credibly advise on configuration, roadmap, and best practices. Guide clients on deploying o9’s AI‑enabled planning capabilities. Provide benchmarks, peer insights, and emerging supply chain planning trends to sharpen client strategic thinking.

  • Commercial Growth & Renewal Ownership: Own renewals for assigned accounts; proactively identify risk and mobilize resources to address it. Develop opportunities across modules, business units, geographies, and Agentic AI deployments; partner with Sales to convert. Lead contract renewals, SOW expansions, and new SaaS component additions.

  • Cross‑Functional Collaboration: Represent client needs to Product, Engineering, and Delivery to ensure feedback informs the o9 roadmap. Work with implementation teams during active projects to maintain relationship continuity and expectation alignment. Document success stories and best practices to support institutional knowledge and pre‑sales activities.


Qualifications

  • 10+ years in supply chain planning, enterprise software client success, or management consulting with direct S&OP / IBP exposure.

  • Proven track record managing complex, senior‑level client relationships in enterprise SaaS or supply chain technology.

  • Strong IBP fundamentals: demand planning, supply planning, capacity planning, financial integration, and SIOP process design.

  • Track record of driving platform adoption, expanding account footprint, and delivering measurable client outcomes.

  • Excellent executive communication skills across technical and non‑technical audiences.

  • Fluency with planning KPIs: MAPE, FVA, WOS, EOH, and service level.

  • Preferred experience with o9 or comparable platforms (SAP IBP, Kinaxis, Blue Yonder, Anaplan).

  • Experience with AI‑powered planning tools and Agentic AI in supply chain contexts.

  • APICS CPIM or CSCP certification, or equivalent.

  • Experience with ERP integration contexts (SAP S/4HANA, Oracle) within planning tool deployments.


Benefits

Competitive salary and benefits. Salary range: $174,787 – $240,332 (annual). Stock options to eligible candidates. Additional benefits may include medical, retirement, and other company‑sponsored benefits.


Equal Opportunity Employer

o9 is an equal‑opportunity employer that values diversity and inclusion. We welcome applicants from all backgrounds, ensuring a fair and unbiased hiring process.

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