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Client Success Jobs in Rohnert Park, CA (NOW HIRING)

Sorren, Inc.

Tax Senior Manager

Petaluma, CA

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

Sorren, Inc.

Tax Senior Manager

Santa Rosa, CA

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

Sorren, Inc.

Tax Director

Petaluma, CA

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

Sorren, Inc.

Tax Director

Santa Rosa, CA

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

Sorren, Inc.

Assurance Senior Manager

Santa Rosa, CA

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

Sorren, Inc.

Assurance Senior Manager

Petaluma, CA

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

80Twenty

President

Sonoma, CA · On-site

... success. Champion the continuous evolution of the business, always looking for ways to sharpen strategy, market position, client experience, and competitiveness. Partner with the Founder to preserve ...

80Twenty

President

Santa Rosa, CA · On-site

... success. Champion the continuous evolution of the business, always looking for ways to sharpen strategy, market position, client experience, and competitiveness. Partner with the Founder to preserve ...

Sorren, Inc.

CAS Supervisor

Santa Rosa, CA

$90K - $120K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

Sorren, Inc.

CAS Supervisor

Santa Rosa, CA · On-site

$90K - $120K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

Sorren, Inc.

Assurance Senior/Supervisor

Santa Rosa, CA

$76K - $110K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

Sorren, Inc.

Assurance Senior/Supervisor

Petaluma, CA

$76K - $110K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and ...

24 Hour Fitness

Personal Trainer

Santa Rosa, CA · On-site

$75/hr

Set expectations, track progress, and adjust programs to maximize results and client retentionTake ownership of your success by managing your schedule, maintaining a strong appointment book, and ...

24 Hour Fitness

Personal Trainer

Santa Rosa, CA · On-site

$75/hr

Set expectations, track progress, and adjust programs to maximize results and client retentionTake ownership of your success by managing your schedule, maintaining a strong appointment book, and ...

24 Hour Fitness

Personal Trainer

Santa Rosa, CA · On-site

$75/hr

Use your expertise and creativity to design personalized fitness programs that support each client's unique goals and long-term success. * Grow a thriving client base by building genuine ...

24 Hour Fitness

Personal Trainer

Petaluma, CA · On-site

$75/hr

Use your expertise and creativity to design personalized fitness programs that support each client's unique goals and long-term success. * Grow a thriving client base by building genuine ...

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Showing results 41-60

All JobsClient Success JobsClient Success Jobs in Rohnert Park, CA

Client Success information

See Rohnert Park, CA salary details

$36K

$92K

$155.1K

How much do client success jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client success in Rohnert Park, CA is $92,012.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,900.00 and $109,700.00 per year, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as a client success professional?

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 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 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 are the most commonly searched types of Client Success jobs in Rohnert Park, CA?

The most popular types of Client Success jobs in Rohnert Park, CA are:

What job categories do people searching Client Success jobs in Rohnert Park, CA look for?

The top searched job categories for Client Success jobs in Rohnert Park, CA are:

What cities near Rohnert Park, CA are hiring for Client Success jobs?

Cities near Rohnert Park, CA with the most Client Success job openings:

Client Success jobs near you
Infographic showing various Client Success job openings in Rohnert Park, CA as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $92,012 per year, or $44.2 per hour.

J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas

JPMorgan Chase & Co

Santa Rosa, CA

Full-time

Medical, Retirement

Re-posted 18 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

 
Job responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment 
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

FEDERAL DEPOSIT INSURANCE ACT: 

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 
 

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices.  We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from.  As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

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