Client Success Partner - Spanish & English Bi-lingual

SpotOn • San Francisco, CA

3d

About The Position

The Client Success Partner manages a large portfolio of Core Accounts (Segment C) and drives client retention and adoption through scalable engagement strategies. This role is ideal for highly motivated, detail-oriented individuals who want to develop foundational client success skills in a fast-paced, high-volume environment. You will gain experience managing accounts using standardized programs, adoption campaigns, and automation tools to drive client satisfaction and retention. Success requires curiosity, attention to detail, and a commitment to helping clients realize value while building a foundation for a career in client success.

Requirements

• Bilingual Proficiency in English and Spanish
• 1 year of professional experience in customer success or related roles.
• 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.
• Bachelor’s degree in Business Administration, Communications, Marketing or a related field required.
• An equivalent combination of education and experience may be considered.
• Work authorization in the U.S. is required.

Nice To Haves

• Experience in fintech or SaaS environments preferred.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level