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Client Success Manager Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

... success and team development. This role is ideal for an experienced professional who thrives in a ... Manage new client onboarding. * Mentor Paraplanners and team members. * Manage and improve ...

Southern Shingles

Territory Manager

Green Bay, WI · Remote

... client relationships. Success depends on proactive goal setting and adherence to schedules ... Managed business portfolios up to $15M. * Skilled in developing and executing territory sales ...

Amteck, LLC

Project Manager

Appleton, WI · On-site

... success, client satisfaction, and team development. If you're a proven construction leader with strong electrical project management experience and a passion for delivering exceptional results, we ...

Robert W Baird & Co

Client Specialist

Green Bay, WI

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

New

FindTalent

Solar Project Manager

Green Bay, WI · Remote

Ensure all installation work meets applicable codes, engineering standards, and client ... Demonstrated success managing budgets, schedules, subcontractors, and cross-functional teams.

LTL Supply, LLC

Customer Service Support Rep

Green Bay, WI · On-site

$15.50 - $21.25/hr

... manage your workload, balance competing priorities, and optimize your timeBonuses2+ years of ... As our Customer Service Support Rep, you'll collaborate with internal quoting and client success ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch ... success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible ...

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Showing results 21-40

All JobsClient Success JobsClient Success Manager JobsClient Success Manager Jobs in Appleton, WI

Client Success Manager information

See Appleton, WI salary details

$30.9K

$79.1K

$133.2K

How much do client success manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client success manager in Appleton, WI is $79,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,600.00 and $94,200.00 per year, depending on experience, location, and employer.

What is a client success manager?

A Client Success Manager (CSM) is a professional responsible for building strong relationships with clients to ensure they achieve their desired outcomes with a company's products or services. CSMs act as the main point of contact for clients, helping them navigate onboarding, addressing concerns, and identifying opportunities for growth. Their role focuses on maximizing client satisfaction, retention, and long-term value. CSMs often work closely with sales, support, and product teams to advocate for client needs and foster loyalty.

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

Client Success Managers regularly work cross-functionally with teams such as Sales, Product, and Support to address client needs and proactively solve issues. For example, they may partner with Product to relay client feedback and prioritize feature requests, or coordinate with Support to resolve technical problems quickly. This collaborative approach ensures a seamless client experience and helps drive long-term retention. Strong communication and relationship-building skills are essential for success in this environment.

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

To thrive as a Client Success Manager, you need a strong background in account management, relationship building, and customer service, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, customer support software, and data analytics tools is typically required. Exceptional communication, problem-solving, and organizational skills help you proactively address client needs and foster long-term partnerships. These skills are essential for driving customer satisfaction, retention, and the overall growth of the business.

What is the difference between Client Success Manager vs Account Manager?

AspectClient Success ManagerAccount Manager
Primary FocusEnsuring client satisfaction, onboarding, and long-term successManaging client accounts, upselling, and renewals
Work EnvironmentProactive engagement, strategic planningRelationship management, sales-oriented
Required SkillsCommunication, problem-solving, customer-centricSales, negotiation, relationship building

While both roles involve client interaction, a Client Success Manager focuses on client retention and success post-sale, whereas an Account Manager emphasizes managing and growing existing client accounts through sales and renewals.

More about Client Success Manager jobs

What job categories do people searching Client Success Manager jobs in Appleton, WI look for?

The top searched job categories for Client Success Manager jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Client Success Manager jobs?

Cities near Appleton, WI with the most Client Success Manager job openings:

Client Success Manager jobs near you
Infographic showing various Client Success Manager job openings in Appleton, WI as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $79,052 per year, or $38 per hour.

Financial Planner

KerberRose S.C.

Appleton, WI • On-site

$74K - $99K/yr

Full-time

Re-posted 29 days ago

Job 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