Client Success Partner - Spanish & English Bi-lingual

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.

Requirements

• 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.
• Able to follow standardized processes and operational procedures.

Skills & Knowledge

• Previous experience in customer success or related roles.
• Experience in fintech or SaaS environments preferred.
• 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.
• Able to follow standardized processes and operational procedures.

Qualifications

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

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 to assist with your professional development.

Pay

$55.1K - $81.7K

Schedule

N/A