HimalayasHimalayas logo
WipfliWI

Lead Client Success Consultant, Data Analytics

Wipfli LLP is one of the top 20 accounting and consulting firms in the US, providing integrated services to help businesses thrive.

Wipfli

Employee count: 1001-5000

Salary: 88k-118k USD

United States only

Stay safe on Himalayas

Never send money to companies. Jobs on Himalayas will never require payment from applicants.

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience.

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process. If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility

Responsibilities

Job Summary Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and deliver client-focused solutions that drive operational excellence and client success, with an emphasis on managed services engagements. This role is highly client-facing and requires the ability to self-manage while building strong relationships, understanding client needs, and collaborating with internal teams to ensure high-quality service delivery. The Senior Consultant helps lead and shape delivery resources in accordance with firm policies, proactively addressing risks and opportunities to support client satisfaction, retention, and growth. When not leading people or business development efforts, the role focuses on expanding and improving service offerings across Wipfli’s footprint. Essential 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.

Knowledge, Skills and Abilities

Required Qualifications: - 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 Preferred Qualifications: - 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. Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include 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, and 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. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Salary

Salary: 88k-118k USD

Education

Bachelor degree

Experience

5 years minimum

Experience accepted in place of education

Location requirements

Hiring timezones

United States +/- 0 hours

About Wipfli

Learn more about Wipfli and their company culture.

View company profile

Wipfli LLP, established in 1930, is a leading advisory firm that has grown significantly from its humble beginnings in Wausau, Wisconsin. With over 3,200 associates and 48 offices nationwide, the firm delivers a comprehensive range of services including audit, tax, risk management, and advisory solutions. Wipfli is recognized as one of the top 20 accounting and consulting firms in the United States, serving more than 84,000 clients across various industries, such as healthcare, manufacturing, finance, and construction. The firm is committed to helping businesses thrive in today’s complex marketplace by providing tailored solutions that turn data into insights and optimize organizational performance.

What sets Wipfli apart is its core values—integrity, caring, excellence, teamwork, and perseverance. These values guide every interaction with clients and communities. The firm actively embraces diversity, equity, and inclusion initiatives, ensuring a supportive environment for all employees and fostering innovation through diverse perspectives. Wipfli's focus on community engagement and corporate responsibility further solidifies its commitment to creating a positive impact. By leveraging advanced technology and a deep understanding of industry-specific challenges, Wipfli empowers its clients to not only meet their current objectives but to also prepare for the future.

Claim this profileWipfli logoWI

Wipfli

View company profile

Similar remote jobs

Here are other jobs you might want to apply for.

View all remote jobs

53 remote jobs at Wipfli

Explore the variety of open remote roles at Wipfli, offering flexible work options across multiple disciplines and skill levels.

View all jobs at Wipfli

Remote companies like Wipfli

Find your next opportunity by exploring profiles of companies that are similar to Wipfli. Compare culture, benefits, and job openings on Himalayas.

View all companies

Find your dream job

Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan