ZipRecruiter

Log In

1

Client Success Expert Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Financial Planner

Appleton, WI

$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 ...

KerberRose S.C.

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 ...

Wolters Kluwer

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 ...

Wolters Kluwer

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 ...

Wolters Kluwer

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 ...

Wolters Kluwer

Customer Success Associate

Madison, WI

$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 ...

Wolters Kluwer N.V.

$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 ...

Wolters Kluwer

Customer Success Associate

Madison, WI

$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 ...

Wolters Kluwer

Customer Success Associate

Madison, WI

$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 ...

Wolters Kluwer

Customer Success Associate

Madison, WI

$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 ...

Wolters Kluwer

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 ...

Wolters Kluwer

Customer Success Associate

Madison, WI

$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 ...

previous pagenext page

Showing results 21-40

All JobsClient Success Expert JobsClient Success Expert Jobs in Wisconsin

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 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:
Client Success Expert jobs near you
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.

Financial Planner

KerberRose S.C.

Appleton, WI

$74K - $99K/yr

Full-time

Re-posted 13 days ago

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.

Apply