[Remote] Associate Client Success Partner
Note: The job is a remote job and is open to candidates in USA. SpotOn is a company dedicated to empowering independent restaurants with innovative technology solutions. The Associate Client Success Partner will manage a portfolio of Core Accounts, focusing on 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
- Work authorization in the U.S. is required
- Experience in fintech or SaaS environments preferred
Company Overview