[Remote] Lead Client Success Consultant, Data Analytics
Note: The job is a remote job and is open to candidates in USA. Wipfli is a company that prioritizes its people, focusing on creating exceptional impacts through strong relationships. They are seeking a Lead Client Success Consultant in Data Analytics to develop and deliver client-focused solutions that drive operational excellence and client success, while managing client relationships and enhancing service offerings.
Responsibilities
- Proposes solutions aligned to client business needs; proactively identifies risks, timeline pressures, and scope considerations and recommends mitigation strategies
- Serves as a primary client contact, building strong stakeholder relationships, conducting regular check-ins, and managing inquiries, escalations, and issue resolution
- Leads client onboarding and adoption activities, ensuring smooth transitions, alignment to objectives, and effective use of managed services through best practices and training
- Plans, organizes, and monitors project work plans to ensure engagements are delivered on time, within scope, and within budget
- Collects and analyzes data, conducts client interviews, prepares workpapers and reports, and serves as a subject matter expert for assigned solutions or services
- Manages out-of-scope requests and change management communications in partnership with project and engagement leadership
- Oversees billing management for assigned engagements by reviewing work performed against scope and budget, ensuring accurate time entry, coordinating time transfers, and supporting timely, accurate invoicing
- Tracks service performance and client utilization, supports KPI reporting, and communicates service value and performance updates to clients
- Trains, mentors, and coaches Consultant I and Consultant II staff; delegates work to support staff development
- Participates in business development and account growth activities by supporting renewals, identifying expansion opportunities, and contributing subject matter expertise to proposals, scoping, and client conversations
Skills
- Bachelor's Degree or an equivalent combination of education and experience
- 5+ years' experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services
- 3+ years of experience leading data and analytics technology projects, including solutions built on platforms such as Microsoft Fabric, Snowflake, Qlik, or Power BI
- 3+ years of experience managing client relationships and engagement success, including billing oversight, account management, and expansion of services and revenue
- Bachelor's Degree in related field
- Training, support or consulting advisory experience
- Experience with compliance or professional standards associated with area of expertise
- Works towards obtaining additional appropriate advanced certifications
Benefits
- 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.
- 8 health plan options (both HMO & PPO plans)
- Dental and vision coverage
- Opportunity to enroll in HSA with potential Firm contribution
- Employee Assistance Program
- 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
- 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
Company Overview
Company H1B Sponsorship