Client Success Partner

About the Company

SpotOn provides independent restaurants with tools to compete and win, ranging from award-winning point-of-sale systems to AI-powered profit tools. They are recognized as a top-rated POS provider and a Great Place to Work.

Responsibilities

• Own a portfolio of strategic accounts, monitoring engagement and health at scale
• Execute adoption campaigns and proactive touchpoints to reduce churn
• Identify at-risk accounts and implement mitigation strategies
• Identify upsell and cross-sell opportunities using scalable programs
• Partner with internal teams to ensure consistent account management practices
• Serve as a point of escalation for junior CSPs on client issues
• Track and analyze engagement, adoption, and retention metrics
• Optimize use of automation and reporting tools to manage high-volume portfolios

Requirements

• 2–5 years of professional experience in customer success or related roles
• Bachelor’s degree in Business Administration, Communications, Marketing, or a related field
• 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

Preferred Qualifications

• Experience in fintech or SaaS environments