Senior Client Success Manager

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite:https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Responsibilities:  - Build and maintain strong client relationships by understanding client goals and challenges, recommending strategic solutions, and introducing broader Wipfli offerings to support long-term success and growth. - Serve as the first point of escalation for complex client issues, determining when to act independently and when to escalate. - Manage annual renewal processes for assigned accounts, meeting individual renewal targets. - Proactively identify and support cross-selling opportunities across service lines and products, driving growth and expansion within client portfolios. - Support CSMs in developing and executing strategies to manage and grow client accounts, including cross-selling initiatives. - Identify, lead, and own process improvement initiatives within the client success team, with oversight from the Manager, Client Success. - Act as a SME, advisor, and reviewer for CSMs, ensuring adherence to best practices, continuous improvement, and strong client engagement. - Mentor and train CSMs, providing guidance on client service, operational effectiveness, and professional development. - Lead or participate in larger projects impacting the client success team (e.g., churn reduction initiatives, major rollouts, partnering with admin and billing teams) and represent Wipfli at conferences and events to enhance firmwide visibility.

Knowledge, Skills and Abilities

Required Qualifications: - Associate degree in communications, marketing, or a related field required; bachelor’s degree preferred or equivalent experience. 4–6 years of experience in sales, client success, or a similar client-facing role. - Strong ability to plan, prioritize, and manage multiple projects in a fast‑paced, deadline‑driven environment. - Proven analytical and strategic thinking skills to assess client needs, recommend solutions, and identify growth opportunities. - Advanced client relationship management skills, including resolving complex issues and maintaining long‑term client satisfaction. - Excellent verbal and written communication skills, with the ability to build trust through active listening and clear messaging. - Demonstrated leadership, mentorship, and cross‑selling expertise to support team performance and expand client portfolios.   Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!   #LI-AL1 #LI-Remote

Additional Details

Additional Details:   Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.   Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com    Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $73,000 to $98,000, with offers typically