- Wipfli LLP (Milwaukee, WI)
- …Monitor team activity for accuracy and compliance with internal procedures and client contractual terms. + Serve as the operational point person for billing-related ... timely communication and implementation of changes. + Maintain and update client billing profiles within billing software; identify and implement process… more
- Wipfli LLP (Milwaukee, WI)
- …to ensure audit readiness - Provide on-site services as requested by client - Participate in cross utilization of teams and/or lead software implementations, ... revenue - Develop and maintain relationships with clients and their personnel - Obtain client expectations from management team and develop plan to meet client … more
- Wipfli LLP (Chicago, IL)
- …Interns will gain hands-on exposure to CRM implementation, and client engagement while developing foundational consulting skills. Responsibilities + Participate ... testing, and deployment of CRM solutions + Shadow and contribute to client meetings, demos, and feedback sessions + Engage in collaborative projects, including… more
- Wipfli LLP (Milwaukee, WI)
- …particularly within a CRM ecosystem. Essential Responsibilities + Lead and manage client projects through all phases of the project lifecycle: sales, planning, ... deployment, training, and support. + Architect and develop solutions based on client requirements and deep knowledge of CRM applications. + Participate in and… more
- Wipfli LLP (Naperville, IL)
- …for accuracy and facilitate follow-up + Coordinate project tasks to ensure efficient client workflow + Prepare and/or review the initial draft of monthly reporting ... + Prepare and finalize month-end close + Maintain and update the client procedure manual to ensure appropriate process documentation + Prepare and/or review… more
- Wipfli LLP (Milwaukee, WI)
- …This is a remote role with 50% travel to work onsite at client sites throughout the United States. Responsibilities Responsibilities: + Manage audit, review, ... GAAP compliance and the adoption of FASB Accounting Standard Updates . Address client concerns and resolve problems as they arise while communicating proactively and… more
- Wipfli LLP (Minneapolis, MN)
- …solutions in a wide variety of industries + Shadow and contribute to client meetings, demos, and feedback sessions + Engage in collaborative projects, including ... days a week in a Wipfli office or at client sites. The client sites can vary...location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Wipfli cares about… more
- Wipfli LLP (Milwaukee, WI)
- …GAAP compliance and the adoption of FASB Accounting Standard Updates . Address client concerns and resolve problems as they arise while communicating proactively and ... for Future Equity) preferred. + Ability to travel up to 10% to client sites + Excellent written and verbal communication and interpersonal skills Kristin Kallies,… more
- Wipfli LLP (Milwaukee, WI)
- …closely with clients to deliver innovative solutions. This is a client -facing consulting role that requires strong leadership, communication, and technical skills. ... expertise and mentorship to engineers across all levels. + Act as a client advisor by leading discovery sessions, showcasing NetSuite features, and offering guidance… more
- Wipfli LLP (Chicago, IL)
- …plans to close projects and services + Demonstrated success in developing new client relationship + Able to leverage enterprise level CRM systems for effective ... location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be… more
