Associate Client Success Partner
SpotOn
full-time
Posted on:
Location Type: Hybrid
Location: Royal Oak • Missouri • United States
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Salary
💰 $45,000 - $60,000 per year
Tech Stack
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementadoption campaignsengagement metricsupsell strategiescross-sell strategiescustomer success
Soft Skills
communication skillscustomer service skillsproblem-solvingcollaborationorganizational skills