Esoppartners

Client Services Manager

Esoppartners

1 month ago
Appleton, Wisconsin
Onsite
Full Time
Senior
0 applicants
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Esoppartners
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About this role

The Client Services Manager at ESOP Partners, Inc. is responsible for leading and developing the Assistant ESOP Administrators team, managing workflow, and ensuring high-quality, timely service delivery. The role involves process development, training, and strategic support to improve operational efficiency and client satisfaction.

Skills

Esoppartners

About Esoppartners

esoppartners.com

ESOP Partners is an advisory firm that helps business owners design, implement, and manage Employee Stock Ownership Plans (ESOPs). They offer end-to-end ESOP consulting—from feasibility studies and transaction support for sales to employees to valuation, deal execution, and third‑party administration. The firm guides clients through the legal, financial, and governance aspects of ownership transitions to preserve company value and align employee incentives. Business owners turn to ESOP Partners for specialized ESOP expertise and hands‑on transaction experience.

About Esoppartners

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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