# Client Success Partner

**Company:** [SpotOn](https://hotfix.jobs/companies/spoton)
**Location:** Royal Oak, MI, New York, NY, Chicago, IL
**Role:** Customer Success
**Salary:** $55k – $79k/yr
**Experience:** 2+ years
**Skills:** Customer Success, Account Management, Client Retention, Upsell, Cross-Sell, Data Analysis, Automation Tools, Reporting Tools, Cross-Functional Collaboration, SaaS
**Posted:** 2026-06-25

> Manages a large portfolio of strategic accounts, driving retention and adoption through scalable engagement strategies, adoption campaigns, and proactive risk mitigation. Requires 2-5 years in customer success or account management, preferably in SaaS or fintech.

## Job Description

## 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.

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