ZipRecruiter

Log In

1

Manager Salesforce Database Jobs in Wisconsin (NOW HIRING)

Wealth Enhancement Group

WI · On-site

$65 - $85/hr

Client Service Manager Position - Brookfield, WI Our Brookfield, WI office has an excellent ... Maintains Salesforce database and client files (filing, copies, data input) * Researches and ...

Wealth Enhancement Group, LLC

WI · On-site

$65 - $85/hr

Maintains Salesforce database and client files (filing, copies, data input) * Researches and ... Client Relationship Management * Dialogues with client to understand their personal history and ...

salesforce.com, inc.

WI · On-site

Job Category Sales Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with ... Strong understanding of database fundamentals and data management tools. * Competence in ...

Nilfisk Group

Regional Sales Manager-WI

Milwaukee, WI · On-site +1

Maintain a customer database Field Sales Management & End-User Account Development: * Maintains a list of the largest end-users in the region * Integrates daily sales call activities into Salesforce ...

Nilfisk

Regional Sales Manager-WI

Milwaukee, WI · On-site

Maintain a customer database Field Sales Management & End-User Account Development: * Maintains a list of the largest end-users in the region * Integrates daily sales call activities into Salesforce ...

Nilfisk

Regional Sales Manager-WI

Milwaukee, WI

Maintain a customer database Field Sales Management & End-User Account Development: * Maintains a list of the largest end-users in the region * Integrates daily sales call activities into Salesforce ...

next page

Showing results 1-20

All JobsSalesforce Database JobsManager Salesforce Database JobsManager Salesforce Database Jobs in Wisconsin

Manager Salesforce Database information

What does a Manager Salesforce Database do?

A Manager Salesforce Database oversees the administration, maintenance, and optimization of a company’s Salesforce CRM system. They lead a team responsible for data integrity, user support, and implementing new features or integrations. Their role often involves collaborating with other departments to ensure Salesforce meets business needs and provides accurate reporting. Additionally, they develop best practices and provide training to maximize user adoption and system efficiency.

What are the key skills and qualifications needed to thrive as a Manager Salesforce Database?

To thrive as a Manager Salesforce Database, you need expertise in Salesforce CRM, data management, and database administration, often supported by a bachelor’s degree in information technology or a related field. Familiarity with Salesforce-specific tools (like Salesforce Data Loader), certifications such as Salesforce Administrator or Salesforce Platform App Builder, and experience with data integration systems are highly valued. Strong leadership, problem-solving, and communication skills set standout candidates apart by enabling effective team management and stakeholder collaboration. These skills ensure data integrity, system optimization, and the successful alignment of Salesforce solutions with business objectives.

What are some common challenges faced by a Manager Salesforce Database when overseeing data integrity and user adoption?

A Manager Salesforce Database often encounters challenges in maintaining data quality, such as duplicate records, incomplete entries, or inconsistent data formats. Encouraging user adoption and ensuring team members input accurate information consistently can also be difficult, especially if the team is new to Salesforce or resistant to change. Addressing these challenges typically involves implementing clear data governance policies, offering regular training, and leveraging automation tools to streamline data processes. Collaborating closely with end users and stakeholders helps identify pain points and optimize Salesforce workflows for better efficiency.

What are popular job titles related to Manager Salesforce Database jobs in Wisconsin?

For Manager Salesforce Database jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Manager Salesforce Database jobs in Wisconsin look for?

The top searched job categories for Manager Salesforce Database jobs in Wisconsin are:

What cities in Wisconsin are hiring for Manager Salesforce Database jobs?

Cities in Wisconsin with the most Manager Salesforce Database job openings:

Manager Salesforce Database jobs near you
Infographic showing various Manager Salesforce Database job openings in Wisconsin as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Client Service Manager

Wealth Enhancement Group

Brookfield, WI • Hybrid

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

About Wealth Enhancement


Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.


Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.


Our Brookfield, WI office has an excellent opportunity to join us as a Client Service Manager. This individual will be focused on onboarding and servicing our clients. We're looking for someone with a high level of professionalism and financial knowledge to enhance our relationships with our clients who have complex service and investment needs. In this role, you will serve as a liaison between the client and the Financial Advisor and will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is a collaborative, team-oriented environment offering career advancement opportunities.

This is a hybrid position, typically in-office 3 days per week.

In the spirit of pay transparency, we are excited to share the salary range for this position is $65,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible to participate in the discretionary Team bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so let's have one.

Primary Job Functions

New Client Onboarding

  • Ensures accurate completion of prospect/new client paperwork/set up

  • Follows up on funds transfer from surrendering company

  • Maintains Salesforce database and client files (filing, copies, data input)

  • Researches and follows up on any issues with the Broker/Dealer, WEG Operations, and vendors

  • Records incoming assets to the appropriate blotting tool

Client Relationship Management

  • Dialogues with client to understand their personal history and current financial needs

  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.

  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, including death claim processing

  • May work with client's tax or legal counsel on client concerns

Client Review Prep and Follow Up

  • Gathers client data and may prepare the materials for client meetings and reviews

  • Conducts tax research (1099s)

  • Completes any review follow-up needs for client

Industry / Product / Company Knowledge

  • Demonstrates knowledge and can accurately execute against WEG's suitability guidelines, operational processes, and sales model

  • Understands financial terminology and products

  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices

  • Attends client services and company educational events

  • May attend vendor presentations

Education/Qualifications

  • Bachelor's degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 3-5 years of financial service experience preferred (we welcome candidates both more and less experienced to apply as well)

  • Superior verbal and written communication skills required

  • Proficient with Microsoft Office Suite or related software required

  • Familiarity with Salesforce preferred

  • Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living, and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $51,450.00 to $85,000.00. However, the base salary range bolded above ($65,000.00 to $85,000.00) is what we expect to pay as a starting range for this position.


#LI-HYBRID
#LI-AP1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

  • Training and professional development

  • Medical, dental and vision coverage (Available to full-time employees and their families)

  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

  • Life and AD&D insurance - employer paid and voluntary options

  • Short-term and long-term disability, workers compensation - employer paid

  • 401k with match and profit sharing

  • Wellness programs and resources

  • Voluntary benefits, including pet insurance

  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

  • 12 paid holidays each year (10 pre-determined and 2 floating days)

  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700


Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply