Customer Success Manager



Req #: 3328
Type: Full Time

Wipfli LLP

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At Wipfli, people count

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. And we seek feedback openly, from all.

People matter here and they feel it. 

And we value curiosity.  Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.

There's purpose in this wonder. It makes us better. It makes us Wipfli.

If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you.

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*  Nurture and manage ongoing relationships with C-level executives and IT management.

*  Work collaboratively with Wipfli's relationship executive to proactively contact clients to renew software agreements.

*  Understand clients' needs and position additional services to enhance the relationship.

*  Proactively communicate and promote marketing events (e.g. webinars, events) to existing clients.

*  Represent Wipfli at tradeshows and other sponsored marketing events.

*  Work collaboratively with Wipfli's relationship executive, services team, and leadership.

*  Provide accurate activity reporting and revenue forecasts within CRM



*  2-4 years of prior sales experience

*  Bachelor's Degree in a related field or equivalent experience 

*  Excellent verbal and written communication skills.

*  Ability to manage time effectively

*  Organization and attention to detail. 

*  Build trust and rapport with clients and prospects through active listening and effective communication

*  Ability to quickly learn the business drivers, challenges, and goals of our clients to assist and recommend solutions

*  Ability to work independently.

*  Professional assertiveness

*  Strong business ethics and values

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 identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
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