✦ Luna Orbit — Consulting & Advisory

Data Analytics Lead Client Success Consultant

at Wipfli

📍 Remote, US Remote 💰 $88K – $118K USD / year Posted April 14, 2026
Salary $88K – $118K USD / year
Type Not Specified
Experience senior
Exp. Years Not specified
Education Bachelor’s Degree or an equi
Category Consulting & Advisory

This role is a senior client-success consulting position focused on managed services engagements. You act as a primary client point of contact, lead onboarding and adoption, monitor project delivery and performance, and support billing and growth activities.

  • Serve as a primary client contact and manage inquiries/escalations
  • Lead client onboarding and managed services adoption activities
  • Plan and monitor project work plans to deliver on time, within scope, and within budget
  • Collect and analyze data; prepare workpapers and reports as a subject matter expert
  • Oversee billing management and track service performance with KPI reporting

The technical scope centers on analytics and reporting deliverables: collecting and analyzing data, producing workpapers and reports, and supporting KPI reporting and service performance tracking. You also coordinate change management communications and manage billing against scope and budget using time entry and invoicing support.

The ideal candidate is a senior consulting professional who can lead managed services client success engagements end-to-end, from onboarding and adoption through performance, billing oversight, and KPI reporting. They have strong data analytics capabilities (data collection, analysis, workpapers, and reports) and can independently manage projects while building strong stakeholder relationships.

Proposes solutions aligned to client business needsServes as a primary client contactbuilding strong stakeholder relationshipsLeads client onboarding and adoption activities for managed servicesPlansorganizesand monitors project work plans to ensure engagements are delivered on timewithin scopeand within budgetCollects and analyzes dataprepares workpapers and reports
client solutionsoperational excellenceclient successmanaged services engagementsclient onboardingadoption activitiesproject work planson time within scope within budgetdata collectiondata analysisclient interviewsworkpapersreportssubject matter expertchange management communicationsbilling managementreviewing work performed against scope and budgettime entrytime transfersinvoicingservice performance trackingclient utilizationKPI reportingtrainingmentoringcoachingbusiness developmentrenewalsproposalsscoping
client solutionsoperational excellenceclient successmanaged services engagementsstakeholder relationshipsclient onboardingadoption activitiesproject work plansproject delivery on timedelivery within scopedelivery within budgetdata collectiondata analysisclient interviewsworkpapersreportssubject matter expertchange management communicationsbilling managementreviewing work performed against scope and budgettime entrytime transfersinvoicingservice performance trackingclient utilizationKPI reportingtrainingmentoringcoachingbusiness developmentrenewalsproposalsscopingaccount growth
self-managerelationship buildingproactive risk identificationmitigation strategy communicationclient communicationcollaborationissue resolutionmentorship leadership
Industry Consulting
Job Function Deliver client-focused managed services solutions that drive client success, retention, and growth through analytics, project delivery oversight, and stakeholder management.
Role Subtype Management Consultant
Data Analytics LeadClient Success ConsultantSenior Consultantclient successoperational excellencemanaged services engagementsprimary client contactstakeholder relationshipsclient onboardingadoption activitiesproject work planswithin scopewithin budgetdata analysisclient interviewsworkpapersreportssubject matter expertout-of-scope requestschange management communicationsbilling managementscope and budgettime entrytime transfersinvoicingservice performanceclient utilizationKPI reportingtrainingmentorscoachesbusiness developmentrenewalsproposalsscoping

Cannot demonstrate experience leading client onboarding and adoption for managed services, Cannot demonstrate data collection and analysis workpapers/reports experience, Cannot demonstrate billing management responsibilities (scope/budget review, time entry, invoicing support)

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