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.
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