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Client Success Jobs in Appleton, WI (NOW HIRING)

A collaborative culture focused on professional growth and client success * Opportunities to expand your technical expertise and project portfolio Goals & Responsibilities This position includes, but ...

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Client Success information

See Appleton, WI salary details

$30.9K

$79.1K

$133.2K

How much do client success jobs pay per year?

As of Jul 13, 2026, the average yearly pay for client success 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 typical CSM salary?

A Customer Success Manager (CSM) salary typically ranges from $60,000 to $100,000 annually, depending on experience, location, and company size. Entry-level CSMs may earn closer to $50,000, while experienced professionals or those in high-cost areas can earn over $120,000 with bonuses and commissions included.

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.

Will AI replace CSM?

AI is unlikely to fully replace Client Success Managers (CSMs) because their role involves complex interpersonal skills, strategic thinking, and personalized customer interactions that AI cannot replicate. Instead, AI tools are increasingly used to automate routine tasks, analyze data, and support CSMs in delivering better service. Success in this role often depends on relationship-building, communication, and problem-solving skills that complement technological tools.

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.

What jobs pay 4000 a week without a degree?

In client success roles, high earnings of $4,000 or more per week are uncommon without significant experience, specialized skills, or certifications. Typically, such income levels are associated with senior positions, sales roles with commission, or entrepreneurial ventures rather than entry-level client success jobs. Most client success positions offer salaries below this threshold without advanced qualifications or proven performance.
What are the most commonly searched types of Client Success jobs in Appleton, WI? The most popular types of Client Success jobs in Appleton, WI are:
What job categories do people searching Client Success jobs in Appleton, WI look for? The top searched job categories for Client Success jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Client Success jobs? Cities near Appleton, WI with the most Client Success job openings:
Customer Success Onboarding Manager - Spend Management

Customer Success Onboarding Manager - Spend Management

US Bank

Oshkosh, WI • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 356 frontline employees who took The Breakroom Quiz

44th of 149 rated banks


Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Customer Success Onboarding Manager within the Spend Management (SM) team is tasked withassistingnew customers navigate the complexity of getting started (aka onboarding) Spend Management software.As such, this function serves three main stakeholders: the customer, the SM team who wants to make sure all products are being onboarded effectively and efficiently, and the U.S. Bank Relationship Manager who needs a point person to own the coordination of the onboarding journey.

U.S. Bank is the first major bank to embed afullfeaturedSpend Management (SM) platform across its entire portfolio of business credit cards-delivering afintechgradeexperience backed by the trust and scale of thefifthlargestbank in the U.S. Our SM platform empowers SMBs withrealtimevisibility, proactive controls, and seamless integrations-helping teams save time, improve cash flow visibility, and reduce financial risk. With over half a million businesses already enabled on SM,we'rescaling modern spend management at enterprise grade within a trusted financial institution.

Key aspects of the Customer Success Onboarding Manager for SM role include:

  • Focused onhighprioritybusiness credit card clients to drive rapid Spend Management feature adoption and early success, especially in larger, relationship-managed accounts.

  • Works collaboratively with Business Banking Relationship Managers (BBRMs), Business Card Specialists (BCS), and Small Business Specialists (SBS) to complement their efforts without disrupting banker ownership.

  • Partners closely with theMidFunnelGrowth team to align human-led onboarding with automated activation campaigns, ensuring consistent client engagement and shared success metrics.

  • Coordinates with L2 technical support and product teams to quickly resolve integration or setup issues, ensuring a seamless onboarding experience for clients.

  • Measures success via specific metrics like SM login & feature activation rates in the first 30/60/90 days, ongoing monthly usage (MAU), and the depth of features adopted.

  • Structured as an individualcontributorpilot role, with the potential to expand into a people-leadership position if the programdemonstratesstrong ROI and scaling needs.

Key Performance Metrics for the Role:

  • Activation Rate (by product)

  • Depth of Product Adoption and Usage

  • Customer Satisfaction

  • Internal Team Satisfaction

Basic Qualifications
  • Bachelor's degree, or equivalent work experience
  • Typically five or more years of relevant experience
Preferred Skills/Experience
  • Proven results onboarding business clients onto B2B SaaS products
  • Strong consultative approach, demonstrating the ability to understand customer business needs, guide implementation decisions, and drive value realization quickly
  • Comfort working directly with executive-level stakeholders, including presenting updates, influencing decisions, and navigating competing priorities
  • Track record of driving and expanding customer satisfaction, retention, and long-term success in high-growth B2B SaaS organizations
  • Ability to translate customer feedback into actionable insights and partner cross-functionally to improve product and onboarding experiences

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,345.00 - $115,700.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.


What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

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