Client Services Lead, ESOP Operations & Coaching

ESOP Partners; Appleton (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

ESOP Partners, Inc. is seeking a Client Services Manager to lead the ESOP Services team in Appleton, WI. You will guide people, workflows, and projects, ensuring on-time, within-scope client work with strong financial outcomes.

The role emphasizes coaching, performance management, and developing onboarding and training programs while balancing seasonal workloads and collaborating with Finance, Sales, and HR to align staffing and delivery priorities.

Qualifications

• Bachelor's degree in business, finance, accounting, HR, or related field.
• 5+ years of people leadership or supervisory experience.
• 5+ years project management, capacity planning or coordination in professional services.

Responsibilities

• Lead, coach, and develop ESOP Services team members.
• Oversee daily workflow, priorities, and project assignments.
• Coordinate client-service projects with clear ownership and quality.
• Monitor schedules, hours, budgets, and risks; take corrective actions.
• Balance workloads and plan staffing for busy seasons.
• Drive onboarding, training, and process documentation.
• Collaborate with Finance, Sales, HR to align priorities.
• Implement improvements to delivery accuracy and profitability.

Skills

Coaching & development

Performance management

Capacity planning

Project management

Analytical skills

Communication

Onboarding & training

Process documentation

Education

Bachelor's degree in business/finance/HR

5+ years leadership experience

5+ years project management in professional services

Job description

ESOP Partners, Inc. is seeking a Client Services Manager to lead the ESOP Services team in Appleton, WI. You will guide people, workflows, and projects, ensuring on-time, within-scope client work with strong financial outcomes.

The role emphasizes coaching, performance management, and developing onboarding and training programs while balancing seasonal workloads and collaborating with Finance, Sales, and HR to align staffing and delivery priorities.