Associate Client Success Partner

SpotOn is a company focused on providing independent restaurants with the tools they need to succeed in a competitive market. The Associate Client Success Partner will manage a portfolio of Core Accounts, driving client retention and satisfaction through engagement strategies and collaboration with internal teams.

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

Skills

• 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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