# Client Success Partner

**Company:** [SpotOn](https://hotfix.jobs/companies/spoton)
**Location:** San Francisco, CA
**Role:** Customer Success
**Salary:** $55k – $82k/yr
**Experience:** 1+ years
**Skills:** Salesforce, Tableau, Metabase, Customer Success, Account Management, Upselling, Cross-Selling, Client Retention, Adoption Campaigns, Dashboard Reporting
**Posted:** 2026-06-23

> Manages a high-volume portfolio of Core Accounts, driving retention and adoption through standardized campaigns and proactive engagement. Requires 1+ year of customer success experience and bilingual English/Spanish proficiency.

## Job Description

## 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

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