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Client Success Expert Jobs in Wisconsin (NOW HIRING)

The Client Success Manager (CSM) II is responsible for driving client satisfaction, solution ... Act as a subject matter expert in business-specific domains, leading strategic conversations with ...

The Client Success Manager (CSM) II is responsible for driving client satisfaction, solution ... Act as a subject matter expert in business-specific domains, leading strategic conversations with ...

... demo expert**Your Skills and Expertise** To set you up for success in this role from day one ... Experience in a client-facing role preferably managing projects with clients* Experience with ...

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... demo expert**Your Skills and Expertise** To set you up for success in this role from day one ... Experience in a client-facing role preferably managing projects with clients* Experience with ...

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Client Experience Specialist

Milwaukee, WI · On-site

$17.50 - $22/hr

Client Experience Specialist Expert Institute is #1 technology platform connecting litigation ... The Client Experience Manager drives success across our partnership trial accounts by maximizing ...

Client Experience Specialist

Milwaukee, WI · On-site

$17.50 - $22/hr

Company Description Expert Institute is #1 technology platform connecting litigation attorneys with ... The Role The Client Experience Manager drives success across our partnership trial accounts by ...

... customer success, sales, or a related field. * Must have the desire to succeed and have a ... Acquire a baseline knowledge of the product catalog not as a technical expert but to assist a ...

The true measure of success is to be able to put the data science insights into actionable events ... Spark Expert Location: Madison, WI Contract Position (Direct Client) Top 3 attributes: * Highly ...

Keller was founded over 70 years ago and we serve 500,000+ companies with solutions and expert ... J. Keller and the client, to inlcude such tasks as: Frequently contacting assigned accounts to ...

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WI · On-site

$150 - $210/hr

Project Delivery Success Oversee project delivery as Director: Serve as CLM subject matter expert (SME) and project/program leader in billable capacity on CLM implementation and optimization client ...

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Client Success Expert information

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

To thrive as a Client Success Expert, you need strong customer relationship management skills, problem-solving abilities, and a background in business or a related field. Familiarity with CRM platforms like Salesforce or HubSpot, as well as experience with customer support tools, is often required. Exceptional communication, empathy, and proactive listening set top performers apart in this role. These skills and qualities are crucial for building client trust, resolving issues efficiently, and driving long-term client satisfaction and retention.

How does a client success expert typically collaborate with other departments to ensure client satisfaction?

A Client Success Expert regularly works alongside teams such as sales, product development, and support to address client needs and ensure a seamless experience. They may relay client feedback to product teams for improvement, coordinate with sales on upsell opportunities, and partner with support to resolve technical issues quickly. This cross-functional collaboration is key to proactively identifying challenges and ensuring clients achieve their goals with the company’s offerings.

What does a client success expert do?

A Client Success Expert 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, helping clients achieve their goals, resolve issues, and maximize the value they receive. Client Success Experts often provide onboarding, training, and ongoing support, as well as gather feedback to improve offerings. Their main goal is to build strong, lasting relationships that lead to customer satisfaction and retention.

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

AspectClient Success ExpertCustomer Support Specialist
CredentialsRelevant experience, certifications in customer success or account managementTechnical knowledge, customer service skills
Work EnvironmentProactive engagement, strategic account managementReactive support, troubleshooting
Employer & Industry UsageTech, SaaS, subscription servicesRetail, telecom, tech
Search & Comparison IntentUnderstanding strategic customer relationshipsResolving technical issues

While both roles focus on customer interactions, a Client Success Expert proactively manages client relationships to ensure satisfaction and retention, often working strategically. In contrast, a Customer Support Specialist primarily responds to technical or service issues as they arise, providing reactive support. The roles overlap in customer communication but differ in scope and approach.

What are popular job titles related to Client Success Expert jobs in Wisconsin? For Client Success Expert jobs in Wisconsin, the most frequently searched job titles are:
What cities in Wisconsin are hiring for Client Success Expert jobs? Cities in Wisconsin with the most Client Success Expert job openings:
Infographic showing various Client Success Expert job openings in Wisconsin as of June 2026, with employment types broken down into 71% Full Time, 17% Part Time, 2% Temporary, and 10% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Client Success Manager II

FIS

Milwaukee, WI • On-site

$56K - $95K/yr

Full-time

Posted 21 days ago


FIS Global rating

7.4

Company rating: 7.4 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

167th of 242 rated software companies


Job description

Job Description

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?

About the role:

The Client Success Manager (CSM) II is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long-term relationships and aligning solution outcomes with business goals.

About the team:

The Client Success Manager II is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities.

What you will be doing:

  • Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
  • Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
  • Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization
  • Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption
  • Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn
  • Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback
  • Capture, communicate, and bring forward expansion recommendations from customer insights to sellers
  • Act as a liaison between product management and clients; partner with sales & professional services teams
  • Participate in the renewal process and articulate the renewal value story to clients

What you will need:

  • 3-5 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
  • Bachelor's degree; relevant previous experience in financial technology services
  • Ability to clearly articulate business value (written/verbal) to various stakeholders within clients' organizations
  • Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
  • Strong analytical skills, including experience with Tableau or similar software, and turning data into insights
  • Strong communication/presentation skills and confidence in all levels of customer engagement/situations
  • Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles

What we offer you:

A career at FIS is more than just a job. It's the chance to shape the future of fintech. At FIS, we offer you:

  • A voice in the future of fintech
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back
  • Competitive salary and benefits


FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $56,310.00 - $95,740.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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What FIS Global employees say

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Benefits

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About FIS

Sourced by ZipRecruiter

FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world. For over 50 years, FIS has continued to drive growth for clients around the world by creating tomorrow’s technology, solutions and services to modernize today’s businesses and customer experiences. By connecting merchants, banks and capital markets, we use our scale, apply our deep expertise and data-driven insights, innovate with purpose to solve for our clients’ future, and deliver experiences that are more simple, seamless and secure to advance the way the world pays, banks and invests. Headquartered in Jacksonville, Florida, FIS employs more than 55,000 people across 50+ countries, dedicated to helping our clients be ahead of what’s next. FIS offers more than 450 solutions and processes over $75b of transactions around the planet. FIS is a Fortune 500® company and is a member of Standard & Poor’s 500® Index.

Industry

It services

Company size

10,000+ Employees

Headquarters location

Jacksonville , FL, US

Year founded

1968

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