# Client Success Partner - Spanish & English Bi-Lingual

**Company:** [SpotOn](https://hotfix.jobs/companies/spoton)
**Location:** San Francisco, CA, Royal Oak, MI, Chicago, IL
**Role:** Customer Success
**Salary:** $55k – $82k/yr
**Experience:** 1+ years
**Skills:** Salesforce, Tableau, Metabase, Customer Success, client retention, Account Management, Upselling, Cross-Selling, adoption campaigns, customer service
**Posted:** 2026-08-04

> Manages a high-volume portfolio of core accounts, driving retention, product adoption, and revenue expansion through standardized engagement programs. Requires one year of customer success or related experience, strong communication skills, a bachelor's degree, and English-Spanish bilingual 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, 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.

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