Hybrid Associate Client Success Partner

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About the role

  • Client Success Partner for Core Accounts in a fast-paced environment ensuring client retention and satisfaction through engagement strategies. Working with internal teams to enhance client experience.

Responsibilities

  • 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.
  • Identify potential upsell or cross-sell opportunities through standardized programs.
  • Promote additional SpotOn solutions to increase adoption across accounts.
  • Partner with internal teams (Product, Implementation, Support) to deliver consistent client experiences.
  • Escalate complex issues to senior CSPs when needed.
  • 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 SpotOn tools (Salesforce, HUB, Tableau, Metabase).
  • Understanding of adoption campaigns and low-touch engagement strategies.
  • Ability to follow standardized processes and operational procedures.
  • 1 year of professional experience in customer success or related roles.
  • Experience in fintech or SaaS environments preferred.

Benefits

  • Offers Equity
  • Offers Bonus

Job title

Associate Client Success Partner

Job type

Experience level

JuniorMid level

Salary

$45,000 - $60,000 per year

Degree requirement

Associate's Degree

Tech skills

Location requirements

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