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Client Success Jobs in Wisconsin (NOW HIRING)

FIS

Manager, Client Success (CSM)

Milwaukee, WI · Remote

The Client Success Manager is responsible for directly managing a book of strategic or portfolio accounts whilst leading and developing a team of Client Success Managers. This role is responsible for ...

Milliman

Client Success Manager (MedInsight)

Appleton, WI · Remote

$788/wk

Client Success Managers ensure client needs and expectations are aligned; contractual obligations are met, and day-to-day operations run smoothly. They maintain client satisfaction and help clients ...

CASH DEPOT LTD

Client Success Manager

Green Bay, WI

$22/hr

We believe in sharing success with our employees, which is why our benefits are designed to invest ... Good written communication skills to include accuracy and relevant client information * Ability to ...

FIS

Team Lead, Client Success Manager

Milwaukee, WI

The Client Success Manager (CSM) Team Lead is responsible for leading a team of CSMs while directly managing a portfolio of clients driving client satisfaction, solution adoption, value realization ...

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All JobsClient Success JobsClient Success Jobs in Wisconsin

Client Success information

See Wisconsin salary details

$32.8K

$83.8K

$141.3K

How much do client success jobs pay per year?

As of Jun 15, 2026, the average yearly pay for client success in Wisconsin is $83,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,100.00 and $99,900.00 per year, depending on experience, location, and employer.

What is a CSM salary?

A Client Success Manager (CSM) salary varies based on experience, location, and company size, but typically ranges from $60,000 to $100,000 annually in the United States. Many CSMs also receive bonuses or commissions and benefit from skills in customer relationship management tools and communication. Entry-level positions may start lower, while experienced professionals with certifications can earn higher salaries.

What are the key skills and qualifications needed to thrive as a Client Success professional, and why are they important?

To thrive as a Client Success professional, you need strong relationship management skills, problem-solving ability, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM platforms like Salesforce or HubSpot and proficiency in customer support tools are typically required. Exceptional communication, active listening, and empathy help you build trust and effectively address client needs. These skills are crucial for ensuring client satisfaction, retention, and long-term business growth.

What is the difference between Client Success vs Customer Support?

AspectClient SuccessCustomer Support
Primary FocusProactively ensuring client satisfaction and long-term successReactively resolving immediate issues and technical problems
Work EnvironmentStrategic, relationship-driven, often involves onboarding and account managementOperational, troubleshooting, and technical assistance
Required SkillsCommunication, relationship management, strategic planningTechnical knowledge, problem-solving, customer service skills

While both roles aim to improve customer experience, Client Success focuses on building long-term relationships and ensuring clients achieve their goals, whereas Customer Support addresses immediate technical issues and troubleshooting. Understanding these differences helps organizations assign the right roles to enhance customer satisfaction and retention.

What job makes 10,000 a month without a degree?

A Client Success Manager can earn $10,000 or more per month through commissions, bonuses, and high-value client accounts, especially in SaaS or tech industries. Success in this role often depends on strong communication skills, industry knowledge, and experience rather than formal education.

What is the role of client success?

The role of client success involves ensuring that clients achieve their desired outcomes with a company's products or services. Client success professionals build relationships, provide support, and help clients maximize value, often using tools like customer relationship management (CRM) software. Their goal is to improve client retention and satisfaction through proactive engagement and problem-solving.

What are some common challenges faced by Client Success professionals and how can they be addressed?

Client Success professionals often face challenges such as managing high client expectations, balancing multiple accounts, and ensuring clear communication between clients and internal teams. Addressing these challenges involves proactive communication, effective time management, and developing a deep understanding of the client's business needs. Building strong relationships and regularly soliciting feedback can help prevent misunderstandings and foster long-term client satisfaction.

What is Client Success?

Client Success refers to a role or department within a company that is dedicated to ensuring customers achieve their desired outcomes while using a product or service. Professionals in Client Success act as liaisons between the company and its clients, focusing on building strong relationships, providing ongoing support, and helping clients maximize the value of their purchase. Their responsibilities often include onboarding, training, addressing concerns, and identifying opportunities to enhance customer satisfaction and retention. The ultimate goal of Client Success is to foster long-term client loyalty and drive business growth.

How can I make $2000 a week working from home?

In client success roles, earning $2000 a week typically requires high-level experience, strong communication skills, and the ability to manage multiple accounts or clients efficiently. Many professionals achieve this through a combination of base salary, commissions, or bonuses, often working full-time hours and leveraging tools like CRM software. Building a reputation and gaining certifications can also help increase earning potential in remote client success positions.
What are the most commonly searched types of Client Success jobs in Wisconsin? The most popular types of Client Success jobs in Wisconsin are:
What are popular job titles related to Client Success jobs in Wisconsin? For Client Success jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Success jobs in Wisconsin look for? The top searched job categories for Client Success jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Success jobs? Cities in Wisconsin with the most Client Success job openings:
Client Success jobs near you

Client Success Specialist

Drake and Associates

Waukesha, WI

Full-time

Posted 25 days ago

Job description

Drake & Associates is an independent financial planning firm dedicated to helping families retire with confidence and clarity. We are known for our integrity, education-first approach, and commitment to delivering an exceptional client experience.


Our culture is built on core values including Ultimate Client Experience, Extreme Ownership, Entrepreneurial Spirit, and Respect the Family. We believe in doing the right thing, supporting one another, and taking pride in the impact we make every day.


About This Opportunity

The Client Success Specialist ("Dreamweaver") is responsible for strengthening relationships with existing clients after they meet with a Financial Advisor. This role does not involve selling, prospecting, or cold outreach. Instead, you will focus on thoughtful follow-up, personalized communication, and exceptional service that reinforces value, clarifies next steps, and creates memorable "wow" moments. Your primary objective is to generate consistent referrals by delivering an outstanding post-meeting experience that builds trust and enthusiasm.


The ideal candidate is warm, detail-oriented, highly organized, and takes pride in follow-through - someone who enjoys building meaningful relationships while operating within structured systems and processes.


How You'll Make an Impact

  • Follow up with clients after advisor strategy meetings via phone and/or in-person touchpoints to reinforce value, confirm next steps, and ensure an outstanding experience
  • Confidently and consistently obtain referrals (3 per week) in a manner that is professional, natural, and aligned with the Drake brand
  • Gather and manage client reviews, including timing outreach appropriately, following up, and tracking progress through completion
  • Identify service opportunities or concerns during follow-ups, coordinate internal resolution, and escalate when necessary to protect the client experience
  • Support the Marketing team in the planning and execution of client events (invitations, confirmations, reminders, hospitality/logistics, and post-event follow-up)
  • Execute client "wow" initiatives, including personalized gifts and surprise-and-delight moments tied to milestones, anniversaries, and key client moments
  • Track all client outreach, outcomes, and next steps accurately in Salesforce, leveraging ActiveCampaign to support consistent communication workflows
  • Maintain awareness of upcoming events, campaigns, client milestones, and marketing initiatives to align follow-ups, gifting, and outreach with the broader client experience strategy


What We're Looking For

  • Bachelor's degree preferred
  • 2+ years of experience in client success, relationship management, hospitality-level service, marketing support, or a client-facing role in a professional services environment (financial services a plus)
  • Excellent communication skills; both verbal and written (comfortable on phone and in-person)
  • Exceptionally detail-oriented and highly organized; able to manage multiple client follow-ups, events, and initiatives without missing steps
  • Proficient with Google Suite
  • Experience with Salesforce and/or ActiveCampaign preferred (or similar CRM/marketing automation tools), but not required


Compensation Structure

This role provides a base salary along with a highly competitive commission structure that rewards strong performance, meaningful results, and contributions to our shared success.

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