Strategic Client Success Partner II

Anderson Business Advisors; Town of Texas (WI); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Anderson Business Advisors is looking for a Client Success Coordinator Tier 2 in Wisconsin. Your role involves managing key client accounts, ensuring effective communication, and driving client satisfaction through proactive engagement. You'll collaborate across departments to improve client services and oversee onboarding processes. A bachelor's degree and over 3 years of relevant experience are required. Join us to support clients in achieving their business goals and develop long-term relationships.

Qualifications

• 3+ years of experience in client success or account management.
• Ability to resolve complex issues and drive client satisfaction.
• Strong proficiency with CRM platforms and communication tools.

Responsibilities

• Act as dedicated account manager for client portfolio.
• Engage clients proactively to identify needs and deliver services.
• Monitor client usage and prepare performance summaries.

Skills

Client relationship management

Proactive problem solving

Communication

Time management

Teamwork

Education

Bachelor’s degree in Business, Communications, Marketing, or a related field

Tools

Salesforce

HubSpot

Slack

Job description

Anderson Business Advisors is looking for a Client Success Coordinator Tier 2 in Wisconsin. Your role involves managing key client accounts, ensuring effective communication, and driving client satisfaction through proactive engagement. You'll collaborate across departments to improve client services and oversee onboarding processes. A bachelor's degree and over 3 years of relevant experience are required. Join us to support clients in achieving their business goals and develop long-term relationships.