Client Success Partner

Responsibilities

Client Retention

• Manage a portfolio of Core Accounts (Segment C) using standardized engagement campaigns.
• Monitor account health and respond promptly to support inquiries or issues.
• Execute adoption campaigns and proactive check-ins to maintain satisfaction.

Revenue Expansion

• Identify potential upsell or cross-sell opportunities through standardized programs.
• Promote additional SpotOn solutions to increase adoption across accounts.

Client-Focused Collaboration

• Partner with internal teams (Product, Implementation, Support) to deliver consistent client experiences.
• Escalate complex issues to senior CSPs when needed.

Portfolio Management & Reporting

• Maintain accurate account records and engagement metrics.
• Use dashboards and reporting tools to track adoption and retention outcomes.

Skills & Knowledge

• Proven ability to manage high-volume client accounts effectively.
• Strong communication and customer service skills.
• Familiarity with SpotOn tools (Salesforce, HUB, Tableau, Metabase).
• Understanding of adoption campaigns and low-touch engagement strategies.
• Ability to follow standardized processes and operational procedures.

Previous Experience

• 1 year of professional experience in customer success or related roles.
• Experience in fintech or SaaS environments preferred.

Education / Professional Training

• Bachelor’s degree in Business Administration, Communications, Marketing or a related field required.
• An equivalent combination of education and experience may be considered.

Bilingual Proficiency

• Proficiency in English and Spanish required.

Benefits

• Medical, Dental and Vision Insurance
• 401k with company match
• RSUs
• Paid vacation, 10 company holidays, sick time, and volunteer time off
• Employee Resource Groups
• Monthly cell phone and internet stipend
• Tuition reimbursement for up to $2,000 per calendar year