At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and other meeting sites. Note that scheduled meetings in the office will require in-person attendance. Job Summary: Under the direction of a manager, the Senior Client Success Manager (CSM) ensures a positive client experience by driving retention and growth through expert relationship management. This role mentors Client Success Managers, resolves escalated issues, and leads strategic initiatives to enhance service and operational effectiveness. As a subject matter expert, the Senior CSM proactively identifies solutions, demonstrates advanced product knowledge, and contributes to firmwide growth. 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. 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: 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 not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description PerformLine is looking for a Client Success Manager to join the team, servicing Enterprise customers. After you’re fully ramped up, you can expect to manage the ins and outs of a client's book of business, working alongside a Relationship Manager and closely with internal groups like product and technology. What You’ll Do - Own - Be the voice of the client - Address program questions and respond to product and feature change requests - Provide support and training of our PerformLine platform - Schedule, estimate, and provide status reports - Manage a full book of business - Engage - Develop a fast rapport with customers to set clear expectations and maintain customer satisfaction and engagement - Maintain regular interactions with customers via phone, email, and in person - Help clients launch new products and be a strategic partner in gathering feedback to help inform the future road map - Retain & Grow - Analyze program performance metrics and make optimization recommendations to ensure compliance management objectives are met - Review assets across all PerformLine channels to ensure appropriate rule creation, application and scoring - Proactive outreach to customers to ensure programs are running properly on an ongoing basis - Identify, work, and partner with the RM team to close up-sell and cross-sell opportunities and secure multi-year renewals Qualifications - Client-focused mindset with the ability to think strategically and collaborate internally - Hands-on experience with client interaction in a B2B space - Confident in ability to learn new technologies quickly and completely - Experience with and comfortable exploring ways to use AI to help create efficiency and positive outcomes - Organized, detail-oriented, and an expert at multitasking - Energetic, engaging personality - Self-motivated team player who is comfortable in a fast-paced environment - Positive can-do attitude with the ability to thrive amidst ambiguity as needed - Default to thoughtful, humble, empathetic, respectful, and calm communication Benefits - Estimated base salary range $70,000 - 98,000 plus commission. - Exact compensation for this role depends on a variety of factors, including experience, skills, internal equity, market data, and location. - To view our benefits package, visit the PerformLine Careers page!

• provides strategic leadership for large stakeholder relationships, tracking long and short-term goals in alignment with corporate strategy; while ensuring business revenue and EBIDTA growth, customer satisfaction and matrixed internal engagement. • Partner with the client to solution customer problems and identify additional potential business opportunities. • Enable quick wins for the organization by leveraging assets and teams within, with a focus on customer success. • Show Quarterly progress on revenue and EBITDA aligned with corporate driven goals on P&L. • Align with vendor management to ensure the ecosystem is performing as the client expects. • Improve quality of revenue, by bringing in more revenue sharing models and opportunities. • Prepare long-term and short-term goals and account objectives. • Present reports on account progress, performance, SLAs and goals to senior leadership and stakeholders as well as percolate to matrixed team • Provide strategic leadership for extensive interrelated programs of work to ensure that we are enabling change and delivering benefits in line with overall business strategic aims. • Apply extensive business and technological mastery to conceive and bring innovative ideas to fruition. • Ensure constant learning on the business domain of current focus areas. • Negotiate contracts on behalf of the company and establish cost parameters, budgets, campaigns, and ensure ROI on investments • Fully accountable and responsible for the business and for bringing in consistent cost controls throughout the business cycle and matrixed organizations. • Motivate team members to exceed expected goals; ensure engagement and retention of key talent. • Cast a leadership shadow and mentor others.

• Provide technical support and maintenance for Salesforce platforms, including Sales Cloud, Service Cloud, and Marketing Cloud, ensuring stability, availability, and operational continuity. • Handle incidents, service requests and technical issues, performing detailed analysis, troubleshooting, and resolution within established SLAs. • Investigate systemic failures, integration errors and unexpected behaviors in the Salesforce platform, identifying root causes and applying fixes or mitigations. • Perform technical configurations and adjustments in the platform, including objects, fields, permissions, automations, flows and business rules. • Support the analysis and maintenance of integrations between Salesforce and other corporate systems. • Provide technical support for journeys, automations and components in Marketing Cloud, assisting in identifying and resolving failures in campaigns, integrations and automations. • Interact with development, architecture and business teams to understand issues and implement improvements. • Participate in knowledge transfer processes for new projects or features entering production. • Monitor and analyze logs, execution errors and automated flows, ensuring the platform functions correctly. • Keep technical and operational documentation up to date, contributing to continuous improvement of the support operation.