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

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 ...

Salon Service Group

Salon Consultant

Appleton, WI · On-site

$13.25 - $18/hr

... to support client success. Additionally, collaboration with local store teams is essential to ... Develop, manage and maintain a regular route for in-person customer support, Monday through Friday.

Park Lawn Corporation

Sales Manager

Menasha, WI

Leads and manages the sales team's performance through effective performance management, coaching ... client family feedback, cancellations, etc., to develop an ongoing action plan for success.

Park Lawn Corporation

Sales Manager

Kimberly, WI

Leads and manages the sales team's performance through effective performance management, coaching ... client family feedback, cancellations, etc., to develop an ongoing action plan for success.

Park Lawn Corporation

Sales Manager

Appleton, WI

Leads and manages the sales team's performance through effective performance management, coaching ... client family feedback, cancellations, etc., to develop an ongoing action plan for success.

Park Lawn Corporation

Sales Manager

Menasha, WI · On-site

Essential Functions Leads and manages the sales team's performance through effective performance ... client family feedback, cancellations, etc., to develop an ongoing action plan for success.

Park Lawn Corporation

Sales Manager

Appleton, WI

Leads and manages the sales team's performance through effective performance management, coaching ... client family feedback, cancellations, etc., to develop an ongoing action plan for success.

Nicolet National Bank

Merchant Services Associate

WI · On-site

We believe that every job in our organization is critical to our success, and we are dedicated to ... Management, Commercial Banking, and Retail Banking team members to support client needs, assist ...

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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.

Client Associate

Royal Bank of Canada

Green Bay, WI • On-site

Full-time

Re-posted 11 days ago

Job description

Job Description

What is the opportunity?

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

  • Current FINRA registrations
  • Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

2465 MARINA CIRCLE:GREEN BAY

City:

Green Bay

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-12

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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