Client Success Partner - Spanish & English Bi-Lingual

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, including Product, Implementation, and Support, to deliver consistent client experiences.
• Escalate complex issues to senior Client Success Partners when needed.

Portfolio Management & Reporting

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

Requirements

• Proven ability to manage high-volume client accounts effectively.
• Strong communication and customer service skills.
• Familiarity with Salesforce, HUB, Tableau, and Metabase.
• Understanding of adoption campaigns and low-touch engagement strategies.
• Ability to follow standardized processes and operational procedures.
• At least 1 year of professional experience in customer success or related roles.
• 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 in English and Spanish.

Nice-to-Haves

• Experience in fintech or SaaS environments.

Compensation & Benefits

• Annual salary: $55,100–$81,700.
• Medical, dental, and vision insurance.
• 401(k) with company match.
• Paid vacation, 10 company holidays, sick time, and volunteer time off.
• Employee Resource Groups.
• Monthly cell phone and internet stipend.
• Tuition reimbursement of up to $2,000 per calendar year.