Client Success Partner

Responsibilities

• Own a portfolio of strategic accounts, monitoring engagement and health at scale.
• Execute adoption campaigns and proactive touchpoints to reduce churn.
• Identify at-risk accounts and implement mitigation strategies using standardized processes.
• Identify upsell and cross-sell opportunities using scalable programs.
• Collaborate with Rates and Product teams to support expansion efforts.
• Partner with internal teams to ensure consistent account management practices.
• Serve as a point of escalation for junior CSPs on client issues.
• Track and analyze engagement, adoption, and retention metrics.
• Optimize use of automation and reporting tools to manage high-volume portfolios.

Requirements

• 2–5 years of professional experience in customer success or related roles.
• Bachelor’s degree in Business Administration, Communications, Marketing or a related field (or equivalent combination of education and experience).
• Proven ability to manage large portfolios efficiently.
• Strong consultative and communication skills in low-touch environments.
• Experience with adoption campaigns, automation, and standardized processes.
• Skilled at leveraging data to identify retention and growth opportunities.
• Cross-functional collaboration experience.

Nice-to-Haves

• Experience in fintech or SaaS environments.

Compensation & Benefits

Compensation: Base pay range is $55,100–$79,500. Offers will be reflective of the candidate’s location and experience. Total compensation includes a company stock plan (RSUs).

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