Client Success Partner - Spanish & English Bi-lingual

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.

Responsibilities

• Client Retention
• 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.
• Revenue Expansion
• Identify potential upsell or cross‑sell opportunities through standardized programs.
• Promote additional Spot On solutions to increase adoption across accounts.
• Client‑Focused Collaboration
• Partner with internal teams (Product, Implementation, Support) to deliver consistent client experiences.
• Escalate complex issues to senior CSPs when needed.
• Portfolio Management & Reporting
• Maintain accurate account records and engagement metrics.
• Use dashboards and reporting tools to track adoption and retention outcomes.

Skills & Knowledge

• Proven ability to manage high‑volume client accounts effectively.
• Strong communication and customer service skills.
• Familiarity with Spot On tools (Salesforce, HUB, Tableau, Metabase).
• Understanding of adoption campaigns and low‑touch engagement strategies.
• Ability to follow standardized processes and operational procedures.
• Previous Experience
• 1 year of professional experience in customer success or related roles.
• Experience in fintech or Saa S environments preferred.

Education / Professional Training

• 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
• 401(k) 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

Compensation

$55,100 – $81,700 • Offers Equity • Offers Bonus • Multiple Ranges

Please note the salary range listed is just one component of a competitive compensation package which may include a company stock plan depending on role eligibility.

Offers will be reflective of the candidate’s location, qualifications, and experience.

Spot On 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.

Work authorization in the U. S. is required. Visa sponsorship is not available for this role.

Spot On is an E‑Verify company.

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