[Remote] Lead Client Success Consultant, Data Analytics

Remote Full-time
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.ResponsibilitiesProposes solutions aligned to client business needs; proactively identifies risks, timeline pressures, and scope considerations and recommends mitigation strategiesServes as a primary client contact, building strong stakeholder relationships, conducting regular check-ins, and managing inquiries, escalations, and issue resolutionLeads client onboarding and adoption activities, ensuring smooth transitions, alignment to objectives, and effective use of managed services through best practices and trainingPlans, organizes, and monitors project work plans to ensure engagements are delivered on time, within scope, and within budgetCollects and analyzes data, conducts client interviews, prepares workpapers and reports, and serves as a subject matter expert for assigned solutions or servicesManages out-of-scope requests and change management communications in partnership with project and engagement leadershipOversees billing management for assigned engagements by reviewing work performed against scope and budget, ensuring accurate time entry, coordinating time transfers, and supporting timely, accurate invoicingTracks service performance and client utilization, supports KPI reporting, and communicates service value and performance updates to clientsTrains, mentors, and coaches Consultant I and Consultant II staff; delegates work to support staff developmentParticipates in business development and account growth activities by supporting renewals, identifying expansion opportunities, and contributing subject matter expertise to proposals, scoping, and client conversationsSkillsBachelor's Degree or an equivalent combination of education and experience5+ years' experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services3+ years of experience leading data and analytics technology projects, including solutions built on platforms such as Microsoft Fabric, Snowflake, Qlik, or Power BI3+ years of experience managing client relationships and engagement success, including billing oversight, account management, and expansion of services and revenueBachelor's Degree in related fieldTraining, support or consulting advisory experienceExperience with compliance or professional standards associated with area of expertiseWorks towards obtaining additional appropriate advanced certificationsBenefitsIndividuals 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 coverageOpportunity to enroll in HSA with potential Firm contributionEmployee Assistance ProgramFirm-sponsored basic life and short and long-term disability coverageA 401(k) savings plan & profit share as well as Firm matching contributionWell-being incentiveEducation & certification assistanceFlexible time offFamily care leaveParental leaveFamily formation benefitsCell phone reimbursementTravel rewardsVoluntary 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 OverviewWipfli LLP is one of the top 20 accounting and consulting firms. It was founded in 1930, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 1001-5000 employees. Its website is http://www.wipfli.com.Company H1B SponsorshipWipfli has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 5 in 2023, 6 in 2022, 7 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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