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
Company Overview
SpotOn provides mobile payment technology and a management system for restaurants and small businesses. It was founded in 2017, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.spoton.com.