Client Success Partner

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 using standardized processes.
• Identify upsell and cross-sell opportunities using scalable programs.
• Collaborate with Rates and Product teams to support expansion efforts.
• 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

• 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.
• Previous experience in customer success or related roles (2-5 years).
• Experience in fintech or SaaS environments preferred.

Qualifications

• Bachelor’s degree in Business Administration, Communications, Marketing or a related field required.
• An equivalent combination of education and experience may be considered.

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.
• Previous experience in customer success or related roles (2-5 years).
• Experience in fintech or SaaS environments preferred.

Benefits

• Medical, Dental and Vision Insurance
• 401k with company match
• RSUs
• Paid vacation, 10 company holidays, sick time, and volunteer time off
• Employee Resource Groups to build community and inclusion at work
• Monthly cell phone and internet stipend
• Tuition reimbursement for up to $2,000 per calendar year

Pay

Our base pay range is $55,100-79,500 for this role.

Schedule

Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan. Offers will be reflective of the candidate’s location and experience.