ZipRecruiter

Log In

1

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

FAVARH

Client Relationship Manager

Milwaukee, WI · On-site

$99K - $123K/yr

Develop business plans that identify key clients and list action steps to manage those ... success in our culture: * Customer Focused : Passionate drive to delight our customers and offer ...

PERFECTUS LABS LLC

Director of Search

Milwaukee, WI · Remote

Partner with Account Managers to ensure each client has a clear roadmap for success. * Review underperforming accounts and create recovery plans. * Participate in onboarding calls, first-quarter QBRs ...

FIS

Debit Program Manager Sr. Lead

Milwaukee, WI · Remote

$125K - $213K/yr

You will manage the full program lifecycle, ensuring alignment to scope, timelines, budgets, and ... Success in this role depends on strong executive communication, trusted client partnerships, and ...

previous page

Showing results 41-60

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

Client Success Manager information

See Pewaukee, WI salary details

$31.8K

$81.3K

$137K

How much do client success manager jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client success manager in Pewaukee, WI is $81,282.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,200.00 and $96,900.00 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.

What does a client success manager do?

A client success manager is responsible for building strong relationships with clients, ensuring they receive value from products or services, and addressing their needs to promote retention and satisfaction. They often coordinate with sales, support, and product teams, using tools like CRM software to monitor client health and identify opportunities for upselling or renewal. The role requires strong communication skills and a focus on customer outcomes.
More about Client Success Manager jobs

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

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

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

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

Client Success Manager jobs near you
Infographic showing various Client Success Manager job openings in Pewaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $81,282 per year, or $39.1 per hour.

Client Experience Partner

Heartland Business Systems LLC

Pewaukee, WI • On-site

Full-time

Posted 26 days ago

Heartland Business Systems rating

8.6

Company rating: 8.6 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

32nd of 224 rated it services

Job description

Job Type
Full-time
Description
Position Summary:
The Client Experience Partner serves as a trusted advisor and primary post-sales advocate for assigned clients, with a focus on client retention, satisfaction, and account expansion. This role proactively engages clients through routine check-ins and structured business reviews to ensure clients are realizing maximum value from their HBS services and solutions, identifying risks to retention early, and uncovering opportunities to grow the relationship.
Roles and Responsibilities/ Essential Functions:
  • Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and the development and execution of save/remediation plans.
  • Drive account expansion by identifying upselling and cross-sell opportunities and partnering with Account Managers and Sales to qualify and advance those opportunities.
  • Conduct routine proactive check-ins with clients to ensure satisfaction, confirm service delivery is meeting expectations, and capture feedback.
  • Host and coordinate routine business reviews on a monthly or quarterly basis (based on client tier), including scheduling, agenda development, data/report preparation, facilitation, and follow-up on action items.
  • Coordinate appropriate internal stakeholders (e.g., engineering, service delivery, account management, leadership) and external client stakeholders for business reviews and escalations.
  • Develop and maintain success plans for assigned clients that document client goals, health status, risks, and growth opportunities.
  • Monitor client health indicators such as ticket trends, service utilization, satisfaction (CSAT/NPS) results, and escalations; act on negative trends before they impact retention.
  • Serve as a client advocate internally, ensuring client feedback and concerns are routed to and addressed by the appropriate teams.
  • Support contract renewals in partnership with Solution Consultants, including preparing renewal documentation and value summaries.
  • Maintain accurate and up-to-date records of client interactions, account plans, opportunities, and review documentation in company systems (e.g., CRM/PSA).
  • Contribute to and enhance internal department process and system documentation.
  • Follow policies and procedures on a department and per client basis.
  • Monitor email and phone for client communications and respond in a timely manner.
  • Ability to travel to customer sites for business reviews and relationship-building activities.
  • Perform other duties, as assigned.

Requirements
Competencies:
  • Active Listening: Ability to actively attend to, convey, and understand the comments and questions of others.
  • Adaptability: Ability to adapt to change in the workplace.
  • Client Focus:Ability to build strong client relationships and deliver client-centric solutions.
  • Communication: Ability to communicate clearly and professionally with stakeholders at all levels, both verbally and in writing.
  • Conflict Resolution: Ability to deal with others in an antagonistic situation.
  • Decision Making: Ability to make critical decisions while following company procedures.
  • Integrity: Ability to be truthful and be credible in the workplace.
  • Organization: Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
  • Presentation Skills: Ability to prepare and deliver effective, data-driven presentations to internal and external audiences.
  • Problem Solving: Ability to find a solution for or to deal proactively with work-related problems.
  • Relationship Building: Ability to effectively build relationships with customers and co-workers.
  • Time Management: Ability to utilize the available time to organize and complete work within given deadlines.

Required Experience:
  • 2-4 years' experience in a customer success, account management, client services, or customer-facing IT services role.
  • Experience leading client-facing meetings, presentations, or business reviews.

Preferred Experience:
  • 5+ years' experience in customer success or account management within a managed services provider (MSP), IT services, or technology environment.
  • Experience working with retention, renewal, and expansion metrics (e.g., gross retention, net revenue retention, upsell pipeline).
  • Working knowledge of managed IT services, cloud, networking, and security solutions sufficient to discuss service value with both technical and business stakeholders.
  • Experience with CRM and PSA platforms (e.g., ConnectWise Manage, Salesforce, HubSpot) and reporting/BI tools.

Required Skills, Education and/ or Certifications:
  • Associate degree in business, technology, or a related field, or a combination of education and relevant experience.
  • Strong interpersonal and communication skills with a customer-focused, service-first mindset.
  • Proven ability to manage competing priorities across multiple client accounts.
  • Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).

Preferred Skills, Education and/ or Certifications:
  • Bachelor's degree in business, technology, or a related field.
  • Customer success or account management certification (e.g., Cisco Customer Success Manager, SuccessCOACHING CCSM).Familiarity with ITIL concepts or ITIL Foundation certification.

Equal Opportunity Employer - Disabled/Vets
#HBS

What Heartland Business Systems employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply