[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