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Client Success Associate Jobs in Milwaukee, WI (NOW HIRING)

Client Service Associate

Brookfield, WI · On-site

$13.50 - $18.75/hr

... that success comes from tailored planning, disciplined investing, and reliable, ongoing care. We ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Your ability to interpret data and inform insights will be crucial in driving client success and ...

Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our ...

Client Executive, LE, GTS

Milwaukee, WI · On-site

$75K - $102K/yr

... success in consultative sales, preferably experience in high technology (services, software or ... That's why we hire associates with the intellectual curiosity, energy and drive to want to make a ...

Showing results 21-40

Client Success Associate information

See Milwaukee, WI salary details

$18.2K

$52.2K

$91.6K

How much do client success associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client success associate in Milwaukee, WI is $52,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $64,500.00 per year, depending on experience, location, and employer.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

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

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What are the most commonly searched types of Client Success jobs in Milwaukee, WI?

The most popular types of Client Success jobs in Milwaukee, WI are:

What are popular job titles related to Client Success Associate jobs in Milwaukee, WI?

For Client Success Associate jobs in Milwaukee, WI, the most frequently searched job titles are:

What cities near Milwaukee, WI are hiring for Client Success Associate jobs?

Cities near Milwaukee, WI with the most Client Success Associate job openings:

Infographic showing various Client Success Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 73% Full Time, 23% Part Time, and 4% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $52,209 per year, or $25.1 per hour.

Client Experience Partner

Heartland Business Systems LLC

Pewaukee, WI • On-site

Full-time

Re-posted 17 days ago


Heartland Business Systems rating

8.6

Company rating: 8.6 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

33rd of 226 rated it services


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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