Client Success Partner

• Named the #1 Restaurant POS by G2(Fall 2025) based on ratings from real users
• Rated thetop-rated point-of-sale(POS) for restaurants bars retail and small businesses by Capterra users
• AwardedGreat Places to Workand Built InsBest Workplacesfor multiple years running

Position Objective

The Client Success Partner manages a large portfolio of Core Accounts (Segment C) and drives client retention and product adoption through scalable low-touch engagement strategies. This role is ideal for highly motivated detail-oriented individuals looking to build foundational client success skills in a fast-paced high-volume environment.

In this role you will gain hands-on experience managing accounts through standardized programs adoption campaigns and automation tools while supporting client satisfaction and retention. Success requires curiosity strong attention to detail and a commitment to helping clients realize valuebuilding a strong foundation for a career in Client Success.

Key Responsibilities

Client Retention

• Manage a portfolio of Core Accounts (Segment C) using standardized engagement campaigns.

• Monitor account health and respond promptly to client inquiries or support needs.

• Execute adoption campaigns and proactive check-ins to maintain client satisfaction.

Revenue Expansion

• Identify upsell and cross-sell opportunities through standardized programs.

• Promote additional SpotOn solutions to increase product adoption across accounts.

Client-Focused Collaboration

• Partner with internal teams (Product Implementation Support) to deliver a consistent client experience.

• Escalate complex or high-risk issues to Senior Client Success Partners as needed.

Portfolio Management & Reporting

• Maintain accurate and up-to-date account records in CRM systems.

• Track adoption engagement and retention metrics using dashboards and reporting tools.

Skills & Knowledge

• Proven ability to manage high-volume client portfolios effectively.

• Strong communication and customer service skills.

• Familiarity with CRM and analytics tools (Salesforce HUB Tableau Metabase).

• Understanding of adoption campaigns and low-touch engagement models.

• Ability to follow standardized processes and operational procedures.

Required Experience

• Minimum of 1 year of professional experience in Customer Success Account Management Support or a related role.

• Experience in SaaS or fintech environments preferred.

Education

• Bachelors degree in Business Administration Communications Marketing or a related field required.

• An equivalent combination of education and relevant experience may be considered.

Languages & Proficiency

• Fluent in English and Spanish (written and verbal).

#Li-Onsite

We will never ask candidates to pay fees purchase equipment or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@). If something seems suspicious please contact us at.

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.