Client Success Partner Royal Oak, Michigan, United States
SpotOn, Inc, Royal Oak, MI, United States
Client Success Partner manages a large portfolio of Core Accounts (Segment A) and drives client retention and adoption through scalable engagement strategies. 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. Success requires attention to detail, strategic thinking, and the ability to deliver measurable outcomes across a high-volume book of business.
Responsibilities
Client Retention
Own a portfolio of Core Accounts (Segment A), 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+ years of professional experience in customer success or related roles.
Experience in fintech or SaaS environments preferred.
Equal Employment Opportunity
SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
SpotOn is an E‑Verify company.
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Responsibilities
Client Retention
Own a portfolio of Core Accounts (Segment A), 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+ years of professional experience in customer success or related roles.
Experience in fintech or SaaS environments preferred.
Equal Employment Opportunity
SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
SpotOn is an E‑Verify company.
#J-18808-Ljbffr