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Client Success Analyst Jobs in Wisconsin (NOW HIRING)

Ravus, Inc

Senior Consultant

Oregon, WI · On-site

$120 - $170/hr

Conduct analysis of client business processes, systems, and pain points * Contribute to solution ... Provide guidance and support throughout implementations to ensure client success * Continuously ...

Pwc

MDM Senior Architect-Senior Manager

Milwaukee, WI · On-site

$124K - $280K/yr

Industry/Sector Not Applicable Specialism Data, Analytics & AI Management Level Senior Manager ... You utilize your proficiency in MDM platforms and data management to drive client success and ...

Findhelp

Customer Success Manager

Madison, WI · On-site

Act as the "Voice of the Customer" by synthesizing client feedback to influence the product roadmap ... Experience using data and analytics to identify risks, measure success, and drive customer outcomes.

ECP

Customer Success Manager

Milwaukee, WI · Remote

Catalyze usage during adoption dips-analyze data, diagnose friction, and coordinate solutions ... Take client satisfaction to the next level by acting as your clients' internal advocate * Be an ...

ECP

Customer Success Manager

Madison, WI · Remote

Catalyze usage during adoption dips-analyze data, diagnose friction, and coordinate solutions ... Take client satisfaction to the next level by acting as your clients' internal advocate * Be an ...

Robert Half

Client Solutions Director

Milwaukee, WI · On-site

Delivering and analyzing marketplace insights and industry trends to clients to become a trusted ... Cutting edge tools for success. We provide world-class training, client relationship management ...

The Mortgage Law Firm

WI · On-site

$52 - $76/hr

... drive success. About the role * The Client Updates & Metrics - Operations Analyst supports the ... accurate intake, tracking, reporting, and communication of client directives, scorecards, policy ...

New

Haynes and Boone, LLP

WI · On-site

$65 - $90/hr

The Credit Analyst will work closely with the Credit Manager, New Business Intake team, billing ... client relationships and share in our success. Haynes and Boone is one of the largest law firms in ...

New

Findhelp

Senior Customer Success Manager

Madison, WI · On-site

Act as the "Voice of the Customer" by synthesizing client feedback to influence the product roadmap ... Experience using data and analytics to identify risks, measure success, and drive customer outcomes.

findhelp

Senior Customer Success Manager

Madison, WI · On-site

$95 - $130/hr

Act as the "Voice of the Customer" by synthesizing client feedback to influence the product roadmap ... Experience using data and analytics to identify risks, measure success, and drive customer outcomes.

Forward Health Group

General Interest

Madison, WI · On-site

Business Analysts * Client Success Team * Administrative Professionals * Finance Professionals * Project Managers * Marketing Team Please submit your resume and a cover letter outlining your skills ...

Wolters Kluwer

Customer Success Associate

Madison, WI · On-site

$52K - $61K/yr

Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ... Strong analytical and problem-solving skills * Proficient with Microsoft Office Suite applications ...

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All JobsClient Success Analyst JobsClient Success Analyst Jobs in Wisconsin

Client Success Analyst information

See Wisconsin salary details

$17

$25

$40

How much do client success analyst jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for client success analyst in Wisconsin is $25.84, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $29.13 per hour, depending on experience, location, and employer.

What is a client success analyst?

A Client Success Analyst is a professional who ensures that clients achieve their desired outcomes while using a company's products or services. They act as a bridge between the client and the company, providing support, troubleshooting issues, and identifying opportunities for clients to maximize value. Their responsibilities often include onboarding new clients, analyzing client data to track satisfaction and success, and collaborating with internal teams to resolve client concerns. Ultimately, they help foster long-term client relationships and drive customer retention.

How does a client success analyst typically collaborate with other departments to address client needs?

Client Success Analysts frequently work cross-functionally, partnering with teams such as Sales, Product, and Support to ensure client satisfaction. They often act as the main point of contact for client feedback, relaying concerns or feature requests to the appropriate internal teams. This collaboration helps drive process improvements, resolve issues efficiently, and ensures the client's voice is heard throughout the organization. Effective communication and relationship-building skills are essential for success in this role.

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

To thrive as a Client Success Analyst, you need strong analytical abilities, customer relationship management skills, and a bachelor’s degree in business, marketing, or a related field. Familiarity with CRM software (such as Salesforce), data analysis tools, and project management systems is typically required. Excellent communication, problem-solving, and adaptability are crucial soft skills for building trust and proactively addressing client needs. These qualifications enable analysts to deliver value, foster long-term client satisfaction, and drive business growth.

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

AspectClient Success AnalystCustomer Support Specialist
Required CredentialsBachelor's degree often in business, marketing, or related fields; certifications in customer success or CRM toolsHigh school diploma or equivalent; some roles prefer certifications in customer service or product knowledge
Work EnvironmentCollaborative, strategic, client-facing roles within SaaS or service companiesSupport-focused, troubleshooting, and issue resolution in call centers or online support platforms
Employer & Industry UsageUsed in SaaS, tech, and service industries to enhance client retention and satisfactionCommon across retail, telecom, tech, and service sectors for direct customer assistance

The main difference is that a Client Success Analyst focuses on proactive engagement, retention, and strategic account management, while a Customer Support Specialist handles reactive issue resolution and technical support. Both roles require strong communication skills, but the Client Success Analyst typically works more strategically to ensure long-term client success.

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

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

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

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

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

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

Client Success Analyst jobs near you
Infographic showing various Client Success Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $53,747 per year, or $25.8 per hour.

Registered Client Service Associate

Stifel

La Crosse, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Non-registered candidates will be considered, but will be required to obtain licenses.
What We're Looking For
  • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Provide quotes and other account-related information to assist clients.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Provide reports and other information to FA(s), as requested.
  • Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
  • Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years investment industry experience

Licenses & Credentials
  • Minimum Required: Series 7 and 63 or 66
  • Minimum Required: Willing to obtain licenses

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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