Client Partner

• Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and the development and execution of save/remediation plans.
• Drive account expansion by identifying upselling and cross-sell opportunities and partnering with Account Managers and Sales to qualify and advance those opportunities.
• Conduct routine proactive check-ins with clients to ensure satisfaction, confirm service delivery is meeting expectations, and capture feedback.
• Host and coordinate routine business reviews on a monthly or quarterly basis (based on client tier), including scheduling, agenda development, data/report preparation, facilitation, and follow-up on action items.
• Coordinate appropriate internal stakeholders (e.g., engineering, service delivery, account management, leadership) and external client stakeholders for business reviews and escalations.
• Develop and maintain success plans for assigned clients that document client goals, health status, risks, and growth opportunities.
• Monitor client health indicators such as ticket trends, service utilization, satisfaction (CSAT/NPS) results, and escalations; act on negative trends before they impact retention.
• Serve as a client advocate internally, ensuring client feedback and concerns are routed to and addressed by the appropriate teams.
• Support contract renewals in partnership with Solution Consultants, including preparing renewal documentation and value summaries.
• Maintain accurate and up-to-date records of client interactions, account plans, opportunities, and review documentation in company systems (e.g., CRM/PSA).

Client Experience Partner

• Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and the development and execution of save/remediation plans.
• Drive account expansion by identifying upselling and cross-sell opportunities and partnering with Account Managers and Sales to qualify and advance those opportunities.
• Conduct routine proactive check-ins with clients to ensure satisfaction, confirm service delivery is meeting expectations, and capture feedback.
• Host and coordinate routine business reviews on a monthly or quarterly basis (based on client tier), including scheduling, agenda development, data/report preparation, facilitation, and follow-up on action items.
• Coordinate appropriate internal stakeholders (e.g., engineering, service delivery, account management, leadership) and external client stakeholders for business reviews and escalations.
• Develop and maintain success plans for assigned clients that document client goals, health status, risks, and growth opportunities.
• Monitor client health indicators such as ticket trends, service utilization, satisfaction (CSAT/NPS) results, and escalations; act on negative trends before they impact retention.
• Serve as a client advocate internally, ensuring client feedback and concerns are routed to and addressed by the appropriate teams.
• Support contract renewals in partnership with Solution Consultants, including preparing renewal documentation and value summaries.
• Maintain accurate and up-to-date records of client interactions, account plans, opportunities, and review documentation in company systems (e.g., CRM/PSA).
• Contribute to and enhance internal department process and system documentation.
• Follow policies and procedures on a department and per client basis.
• Monitor email and phone for client communications and respond in a timely manner.

• Lead Client Care Operations North America wide.
• Standardize service processes.
• Coach Client Care leaders.
• Develop training programs.
• Monitor KPIs and customer feedback.
• Lead workforce planning.
• Partner with Operations.
• Drive continuous improvement.
• Present performance insights to leadership.

Manager, Client Care Operations

• Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
• Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
• Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization
• Develop a deep understanding of clients’ business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption
• Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn
• Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback
• Capture, communicate, and bring forward expansion recommendations from customer insights to sellers
• Act as a liaison between product management and clients; partner with sales & professional services teams
• Participate in the renewal process and articulate the renewal value story to clients

Client Success Manager – II

• Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
• Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
• Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization.
• Develop a deep understanding of clients’ business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption.
• Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn.
• Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback.
• Capture, communicate, and bring forward expansion recommendations from customer insights to sellers.
• Act as a liaison between product management and clients; partner with sales & professional services teams.
• Participate in the renewal process and articulate the renewal value story to clients.

• You will help our most important customers move their business forward.
• As a trusted advisor, you’ll create new value for Verizon and our customers by solving their business problems.
• You’ll bring a consultative selling approach and become a specialist for your customers and your peers by expertly packaging and tailoring Verizon Enterprise solutions to meet customer needs.
• Developing deep relationships with your customers while getting to know their businesses, markets, and the challenges they face.
• Crafting creative solutions to help customers realize their goals.
• Creating winning outcomes for both us and our customers.
• Demonstrating value so that customers choose the Verizon solution.
• Growing our business while making customers satisfied.

Senior Client Partner – Investment Sales

• Manage a portfolio of labor funds, unions, and multi-employer health plans.
• Serve as the primary point of contact and trusted advisor for customer stakeholders.
• Lead business reviews focused on engagement, outcomes, ROI, and long-term value.
• Build relationships with fund administrators, consultants, trustees, and labor leadership.
• Partner cross-functionally to solve customer challenges and drive successful outcomes.
• Identify retention risks, growth opportunities, and strategies to strengthen partnerships.

Client Success Manager, Labor & Multi Employer Funds

• Manage a portfolio of public-sector customers and serve as their primary strategic partner.
• Lead business reviews focused on engagement, outcomes, customer value, and long-term success.
• Build strong relationships with benefits leaders, HR teams, consultants, and executive stakeholders.
• Partner cross-functionally to advocate for customer needs and deliver an exceptional customer experience.
• Identify customer risks, expansion opportunities, and strategic initiatives that strengthen partnerships.
• Share customer feedback internally to improve products, processes, and overall customer experience.

Client Success Manager, Public Sector

• Develop and maintain relationships with Corporate Trust clients
• Manage the value of client relationships to the organization
• Review and accept new client relationships based on business line account acceptance policies and procedures
• Provide quality service based on client needs, wants, and expectations
• Align actions accordingly and remain sensitive and responsive to both internal and external clients
• Build distinctive predictable levels of service
• Resolve problems quickly and effectively
• Work closely with new business development staff
• Identify business risks and operational challenges and take steps to mitigate risk
• Coordinate the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

Global Corporate Trust Escrow Client Manager

• The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth and retention.
• The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their block.
• Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market.
• Develop and build personal connections with brokers, enrollment firms and customers for assigned block of business.
• Learn how to develop and execute on customer-specific business plans.
• Profitable Growth of the Inforce Block.
• In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.
• Develop understanding of and how to leverage Unum’s enrollment capabilities, services, tools, and how to communicate an enrollment strategy with internal/external partners.
• Work closely with ICS Implementation Manager.
• Assist in local Benefit fair activities with Field Office team.
• Build and develop enrollment firm relationships for larger customers.
• Develop Partnership with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies – Operating Effectiveness.
• Partner with key Home Office areas to deliver full service to customers.
• In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent action items that impact sales effectiveness.
• Learn to develop and present renewals driving persistency and profitability.
• May perform other duties as assigned.

Client Manager

• Help important customers move their business forward
• Add value by solving business problems
• Bring a consultative selling approach
• Establish strategic plans that drive sales
• Develop deep relationships and understand customer challenges
• Craft creative solutions to realize customer goals
• Sell services and data center solutions
• Grow business while making customers happy

Senior Client Partner – Enterprise Sales

• Drive Strategic Prospecting and Deal Closure - Own and nurture key executive & C-suite/L2 relationships to understand and anticipate all potential needs that IRM could support.
• Lead the full sales cycle, including joint ownership of contract negotiations, required documentation, and team coordination to close deals and secure revenues.
• Shape and Solution Complex Client Needs - Lead discovery and first meetings, driving a relevant and differentiated solution play that matches customer demands with IRM's proposition.
• You will drive "process forward" innovations, particularly focusing on customer-driven innovation.
• Lead Account Management and Planning - Own overall account strategy, defining the vision, white space mapping, competitive landscape, and stakeholder mapping.
• You will also act as the quarterback for accounts, accountable for everything from opportunity identification to issue resolution.

• Are you passionate about using technology to solve business challenges?
• Join T-Mobile, America's Un-carrier, and help redefine how businesses buy wireless services with our top-notch customer care, product, and network innovation.
• Be dynamic. Sell big. Unleash your earnings potential.
• We're seeking bold, world-class sales professionals to bring our products and services to underserved markets, revolutionize the wireless industry, and unlock your true potential.
• You will be responsible for crafting tailored sales strategies to meet the unique goals of each Enterprise client within your portfolio and accelerate with cross-functional partner execution.
• You will curate long-term relationships with key decision makers and influencers within each client, including C-level executives and others throughout various lines of business.
• You will lead complex contract negotiations and close large, high-value deals with enterprise clients.

Client Partner jobs in Wisconsin

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Client Experience Partner

Client Experience Partner

Manager, Client Care Operations

Client Success Manager – II

Client Success Manager – II

Senior Client Partner – Investment Sales

Client Success Manager, Labor & Multi Employer Funds

Client Success Manager, Public Sector

Global Corporate Trust Escrow Client Manager

Client Manager

Senior Client Partner – Enterprise Sales

Client Partner

Client Partner – Enterprise Sales