Client Success Partner

Responsibilities

Client Retention

• 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.

Revenue Expansion

• Identify upsell and cross-sell opportunities using scalable programs.
• Collaborate with Rates and Product teams to support expansion efforts.

Client-Focused Collaboration

• Partner with internal teams to ensure consistent account management practices.
• Serve as a point of escalation for junior CSPs on client issues.

Portfolio Management & Reporting

• Track and analyze engagement, adoption, and retention metrics.
• Optimize use of automation and reporting tools to manage high-volume portfolios.

Skills & Knowledge

• 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.

Previous Experience

• 2 – 5 years 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.