Senior Client Success Manager
St Francis, Saint Francis, Milwaukee County, Wisconsin, 53235, USA
Listed on 2026-03-09
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Business
Client Relationship Manager -
Customer Service/HelpDesk
Client Relationship Manager
Senior Client Success Manager is the client’s main advocate role ensures that they, along with staff, maintain positive relationships with assigned clients by way of regular communication, resolution of client requests, liaising with internal business units on the client’s behalf. The position works with product management, Operations, Finance and oversees the resolution of issues to ensure delivered services meet the client’s needs and expectations.
The position professionally represents LERETA to the lending community, cultivates relationships in support of the company’s business development objectives and identifies opportunities for enhancement of its services.
- Focuses on client retention by working with all teams to ensure LERETA is providing extraordinary service to the client.
- Establishes at a minimum, monthly tracked personal contact with the assigned client base.
- Maintains a thorough understanding of LERETA’s most current services / site capabilities and ensures that supporting staff is also aware and communicating the capabilities to the client.
- Ensures that clients receive the maximum benefit according to their needs, expectations, and Service Level Agreements (SLA’s).
- Implements and maintains an effective system in order to track issues and ensure prompt response / resolution.
- Research options and works with the appropriate LERETA teams until issue(s) are resolved.
- Maintains knowledge of client’s servicing systems.
- Maintains knowledge of client’s business rules, processes, and procedures.
- Builds and maintains relationships with client senior management.
This position will perform other duties as assigned based on the needs of the department.
This is a remote position. Candidates located in Wisconsin are strongly preferred.
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