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SP
Client Success Partner
SpotOn · United States
About The Role
Join our team as a Client Success Partner, where you will manage a large portfolio of strategic accounts, drive client retention and adoption, and identify upsell and cross-sell opportunities. You will collaborate with internal teams, track and analyze engagement metrics, and optimize the use of automation and reporting tools. This role is ideal for individuals with proven account management skills and experience in fintech or SaaS environments.
- Gérer un portefeuille de comptes stratégiques, surveiller l'engagement et la santé des comptes à grande échelle.
- Exécuter des campagnes d'adoption et des points de contact proactifs pour réduire le taux de désabonnement.
- Identifier les opportunités de vente incitative et de vente croisée en utilisant des programmes évolutifs.
- This role is ideal for individuals with proven account management skills who can execute adoption campaigns, proactively address at-risk accounts, and support operational efficiency initiatives
- Strong consultative and communication skills in low-touch environments
- Experience with adoption campaigns, automation, and standardized processes
- Cross-functional collaboration experience
- Skilled at leveraging data to identify retention and growth opportunities
- Proven ability to manage large portfolios efficiently
- Experience in fintech or SaaS environments preferred
- 2 – 5 years of professional experience in customer success or related roles
- An equivalent combination of education and experience may be considered
- Bachelor’s degree in Business Administration, Communications, Marketing or a related field required
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