24 client relationship manager jobs at 22 companies in Portage, WI
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
2mo
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Relationship Banker (Hilldale Branch)
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOEAssociate degree required (Bachelor's preferred), minimum 3 years related experience, consumer lending knowledge preferred, proven leadership skills, ability to cross-sell products and manage client relationships.
1mo
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Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Client Experience Director
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Client Feedback System, CRM systems, dashboards, analytics
4w
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Controller and Client Advisory Manager
Madison, Wisconsin, United States
HybridFull Time
5+ YOEBachelor's in Accounting/Finance, 5+ years accounting experience, supervisory experience, strong financial reporting and advisory skills, familiarity with QuickBooks Online, client relationship and communication skills.
QuickBooks Online
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI
Fitchburg, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or 63/65 within 60 days) and life/health/long term care insurance license (or obtained within 60 days); CFP and bachelor’s degree preferred.
1mo
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Portfolio Manager - Treasury Management
Madison, Wisconsin, United States
OnsiteFull Time
Client-focused commercial banking professional with treasury management and cash management knowledge, strong relationship, analytical, communication, and organizational skills.
1mo
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Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
4w
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Sr Electrical Project Manager
Madison, Wisconsin, United States
OnsiteFull Time
15+ YOEPE license required; bachelor’s in electrical engineering; 15+ years experience preferred; project management, budgeting, scheduling, client relationship, leadership, and business development skills.
Revit, AutoCAD, Bluebeam, Microsoft Office
1mo
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Wealth Manager - Madison
Madison, Wisconsin, United States
OnsiteFull Time
5+ YOECFP and bachelor’s degree required, 5+ years wealth advisory experience, strong investment and portfolio knowledge, client relationship and referral growth experience, proficiency with CRM and planning tools.
Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney
3mo
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Process Technology Manager - Food & Beverage (Multiple Locations)
Kansas City or Wallingford or Madison or Denver or Atlanta or Minneapolis or Saint Paul or Chicago
$215k-$390k/yr OnsiteFull Time
13+ YOEBachelor's degree in chemical engineering or related field and 13 years of design engineering or consulting experience; strong process design, client relationship, communication, analytical, and technical tool skills required.
process simulators, equipment rating programs
2mo
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Manager, Business Development - Commercial Construction
Madison, Wisconsin, United States
OnsiteFull Time
7+ YOEDrive revenue growth in Madison by generating sales opportunities, building client relationships, preparing proposals, and executing annual marketing plans. Requires 7+ years BD or 10+ years commercial construction experience, excellent communication, and market knowledge.
1mo
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Financial Education Coordinator
Madison or United States
$59k-$65k/yr RemoteFull Time
Support and execute client financial education programs; strong communication, client relationship, data management, and technology skills (HubSpot, Microsoft Bookings).
HubSpot, Microsoft Bookings
1mo
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Senior Director of Dining Services (1553589)
Beaver Dam, Wisconsin, United States
$90k-$100k/yr OnsiteFull Time
2+ YOE5+ MgmtManage foodservice operations, budgets, quality, safety, client relationships, and talent development; Bachelor's degree or equivalent preferred; ServSafe plus leadership and foodservice management experience.
2w
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Financial Education Coordinator (Remote)
Madison, Wisconsin, United States
$45k-$50k/yr RemoteFull Time
Financial background preferred; requires client relationship management, communication, decision-making, critical thinking, scheduling, and coordination skills. Spanish proficiency is a plus.
RPAG
1mo
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Scheduling Coordinator
Madison, Wisconsin, United States
OnsiteFull Time
Proficient with Microsoft Word and Excel, strong communication, organization, independent judgment, scheduling and problem-solving skills; ability to manage caregiver schedules and client relationships.
Microsoft Word, Microsoft Excel
1mo
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Wealth Advisor, Director
Madison, Wisconsin, United States
$92k-$171k/yr OnsiteFull Time
7+ YOE7+ years relevant experience, post-secondary degree or equivalent, experience with HNW/UHNW clients, deep wealth management and product knowledge, strong relationship management and commercial acumen; CFP/MBA preferred.
2w
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Financial Advisor
Middleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and legal US work authorization without sponsorship.
planning software
2w
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Financial Advisor - Middleton, WI
Middleton, Wisconsin, United States
$70k-$100k/yr OnsiteFull Time
2+ YOERequires 2–5 years in advisory support, a bachelor's degree, financial planning and wealth management expertise, client relationship skills, and Microsoft Office proficiency. CFP certification is preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Advisor AI, AI note-taking, AI-driven client meeting insights, Health Savings Account (HSA), Flexible Spending Account (FSA), Employee Assistance Program (EAP)
1mo
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Account Representative
Winston Salem or Charlotte or Ann Arbor or Kalamazoo or Lansing or Beaufort or Charleston or Florence or Madison or Norfolk or Peoria or Champaign
OnsiteFull Time
Sell and manage small accounts for outdoor advertising, prepare contracts, handle call-ins, and maintain client relationships; valid driver’s license required; strong communication and sales skills.
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