Financial Planner
$74K - $99K/yr
... a key contributor to both client success and team development. This role is ideal for an ... Apply KRW modeling techniques at an expert level. * Independently solve problems and integrate ...
Financial Planner
$74K - $99K/yr
... a key contributor to both client success and team development. This role is ideal for an ... Apply KRW modeling techniques at an expert level. * Independently solve problems and integrate ...
Financial Planner
Appleton, WI · On-site
$74K - $99K/yr
... a key contributor to both client success and team development. This role is ideal for an ... Apply KRW modeling techniques at an expert level. * Independently solve problems and integrate ...
Financial Planner
Appleton, WI · On-site
$74K - $99K/yr
... a key contributor to both client success and team development. This role is ideal for an ... Apply KRW modeling techniques at an expert level. * Independently solve problems and integrate ...
Solutions Architect
West Allis, WI · On-site
$61.50 - $81/hr
Develop the final technical solution to ensure long term client success. * Deliver effective ... Serve as a product line expert. * Contribute and participate in new product/solution discussions to ...
Solutions Architect
West Allis, WI · On-site
$61.50 - $81/hr
Develop the final technical solution to ensure long term client success. * Deliver effective ... Serve as a product line expert. * Contribute and participate in new product/solution discussions to ...
Customer Success Associate
Madison, WI · On-site
$52K - $61K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Quick apply
Customer Success Associate
Madison, WI · On-site
$52K - $61K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$52K - $61K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Quick apply
Customer Success Associate
Madison, WI · On-site
$52K - $61K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$52K - $61K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Quick apply
Customer Success Associate
Madison, WI · On-site
$52K - $61K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
... leading expert consulting and insights platform, helping client law firms win more cases and ... success through your expertise and strategic insights. * Gain insider exposure to the legal ...
... leading expert consulting and insights platform, helping client law firms win more cases and ... success through your expertise and strategic insights. * Gain insider exposure to the legal ...
... leading expert consulting and insights platform, helping client law firms win more cases and ... success through your expertise and strategic insights. * Gain insider exposure to the legal ...
... leading expert consulting and insights platform, helping client law firms win more cases and ... success through your expertise and strategic insights. * Gain insider exposure to the legal ...
... leading expert consulting and insights platform, helping client law firms win more cases and ... success through your expertise and strategic insights. * Gain insider exposure to the legal ...
Quick apply
... leading expert consulting and insights platform, helping client law firms win more cases and ... success through your expertise and strategic insights. * Gain insider exposure to the legal ...
Customer Success Associate
Madison, WI · On-site
$33K - $56K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$33K - $56K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
$33K - $56K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
$33K - $56K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
$33K - $56K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
$33K - $56K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$33K - $56K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$33K - $56K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
Madison, WI · On-site
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Customer Success Associate
$34K - $57K/yr
Strive to become a subject matter expert of the department, company and industry and maintain an ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...
Client Success Expert information
What are the key skills and qualifications needed to thrive as a Client Success Expert, and why are they important?
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?
| Aspect | Client Success Expert | Customer Support Specialist |
|---|---|---|
| Credentials | Relevant experience, certifications in customer success or account management | Technical knowledge, customer service skills |
| Work Environment | Proactive engagement, strategic account management | Reactive support, troubleshooting |
| Employer & Industry Usage | Tech, SaaS, subscription services | Retail, telecom, tech |
| Search & Comparison Intent | Understanding strategic customer relationships | Resolving 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 job categories do people searching Client Success Expert jobs in Wisconsin look for? The top searched job categories for Client Success Expert jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Success Expert jobs? Cities in Wisconsin with the most Client Success Expert job openings:
Job description
Description
Location: Appleton, WI (Onsite)
Candidates must reside within a reasonable commuting distance.
Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development.
This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.
Key Responsibilities:
- Lead financial planning for assigned clients.
- Model and address complex questions independently.
- Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions.
- Apply KRW modeling techniques at an expert level.
- Independently solve problems and integrate considerations in new planning scenarios.
- Maintain a strong understanding of financial markets and current economic conditions.
- Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
- Analyze outside portfolios and develop recommendations with limited Advisor oversight.
- Contribute to improving financial planning processes.
- Manage new client onboarding.
- Mentor Paraplanners and team members.
- Manage and improve ParaPlanner training plan and best practices.
Requirements
- 8-10+ years of financial planning experience, including ParaPlanner experience
- CFP or CPA designation
- Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently
- Skilled in portfolio analysis and developing thoughtful recommendations
- Clear, professional communicator with strong organizational skills and ability to manage competing priorities
- Self-motivated team player, effective both independently and collaboratively
- Proficient in Microsoft Office and financial planning software tools
Culture and Core Values:
KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members.
Our core values guide everything we do:
Honesty
Integrity
Respect
Balanced Life
Community Oriented
Our team members are our most valuable asset, and we are dedicated to creating an environment where they can succeed and grow.
About KerberRose
Sourced by ZipRecruiter
Industry
Accounting services
Company size
201 - 500 Employees
Headquarters location
Shawano, WI, US
Year founded
1979