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Manager Salesforce Database Jobs in Wisconsin (NOW HIRING)

Winter Services Inc

Pricing Analyst

Milwaukee, WI · On-site

$50K - $60K/yr

The Pricing Analyst also helps manage expense and subcontractor data, maintains company databases, and supports the implementation of systems like Salesforce and NetSuite, ensuring smooth operations ...

Winter Services

Pricing Analyst

Milwaukee, WI · On-site

$50K - $60K/yr

The Pricing Analyst also helps manage expense and subcontractor data, maintains company databases, and supports the implementation of systems like Salesforce and NetSuite, ensuring smooth operations ...

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 ...

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

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 ...

Revvity

Product Applications Specialist

Madison, WI · On-site

Maintain a contact database in customer relationship management system (Salesforce) * Prepare quarterly reports on territory performance, and, notable business developments at key accounts.

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Manager Salesforce Database information

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

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 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 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 July 2026, with employment types broken down into 86% Full Time, 9% Part Time, 2% Temporary, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.
Client Service Associate

Client Service Associate

Wealth Enhancement Group

Clinton, WI • On-site

$20 - $25/hr

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 Clinton, WI office is looking for a Client Service Associate to serve as the liaison between clients and Financial Advisors (FAs). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. Previous experience in a wealth management office is welcome but not required. Candidates with a professional background in other industries can succeed in this role.
This is a full-time, on-site position (40 hours per week). We're looking for someone available to be in the office from 8:30am-5pm, Monday to Thursday, and 7:30am-4pm on Fridays. We can offer limited flexibility within reason on start/stop times.
In the spirit of pay transparency, we are excited to share the pay range for this position is $20.00/hr to $25.00/hr, exclusive of bonuses and benefits. Compensation, job duties, and title (e.g. Sr. Client Service Associate) will be commensurate with experience and qualifications. 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.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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
Client Service
  • Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
  • Facilitate new account setup at the custodial level; follow up on fund transfers
  • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
  • Ensure accurate completion of prospect/new client paperwork and set up
  • Maintain Salesforce database and client files (filing, copies, data input)
  • Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department
  • Learn company product suitability guidelines, financial operational processes, and financial sales processes
  • Support client service functions for all teams as requested

Office Administration
  • Greet clients and visitors warmly and professionally, ensuring a positive first impression
  • Answer and direct incoming phone calls promptly and courteously
  • Manage the office calendar, including client appointments and internal meetings
  • Support advisors and staff with administrative tasks such as data entry, filing, and scanning
  • Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
  • Maintain and order office supplies

Education/Qualifications
  • 2+ years of customer service/administrative experience preferred
  • Bachelor's degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • Strong interpersonal skills required to develop team and client relationships
  • Professional presence and communication skills
  • Strong attention to detail and process
  • Good problem-solving skills, ability to work with deadlines, and prioritize work
  • Proficient with Microsoft Office required
  • Salesforce experience a plus

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 $42,500.00 to $63,750.00. However, the pay range bolded above is what we expect to pay as a starting range for this position.
#LI-ONSITE
#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.

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