Client Success Partner

Posted 2 Days Ago
Be an Early Applicant
4 Locations
Hybrid
55K-80K Annually
Mid level
eCommerce • Fintech • Payments • Software
Helping businesses to compete and win with intuitive software, point-of-sale systems, and payment solutions.
The Role
Manage a large portfolio of strategic SaaS accounts to drive retention and adoption through scalable campaigns, identify at-risk accounts, enable upsell opportunities, collaborate cross-functionally, and optimize reporting and automation for high-volume account management.
Summary Generated by Built In

About SpotOn

We’re not just building restaurant tech, we’re giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.

  • Named the #1 Restaurant POS by G2 (Summer 2026), based on ratings from real users

  • Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users

  • Awarded Great Places to Work and Built In’s Best Workplaces for multiple years running

We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you.

The Client Success Partner manages a large portfolio of strategic accounts and drives client retention and adoption through scalable engagement strategies. This role is ideal for individuals with proven account management skills who can execute adoption campaigns, proactively address at-risk accounts, and support operational efficiency initiatives. Success requires attention to detail, strategic thinking, and the ability to deliver measurable outcomes across a high-volume book of business.

ResponsibilitiesClient Retention
  • 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.

Revenue Expansion
  • Identify upsell and cross-sell opportunities using scalable programs.

  • Collaborate with Rates and Product teams to support expansion efforts.

Client-Focused Collaboration
  • Partner with internal teams to ensure consistent account management practices.

  • Serve as a point of escalation for junior CSPs on client issues.

Portfolio Management & Reporting
  • Track and analyze engagement, adoption, and retention metrics.

  • Optimize use of automation and reporting tools to manage high-volume portfolios.

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.

  • Cross-functional collaboration experience.

Previous Experience
  • 2 – 5 years of professional experience in customer success or related roles.

  • Experience in fintech or SaaS 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.

Compensation:

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

  • 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.

Benefits:

At SpotOn, we put people above everything else. We’re known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can’t take care of our clients without taking care of our employees first, and that’s why we invest in you with a competitive benefits package which includes:

  • 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

We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@spoton.com). If something seems suspicious, please contact us at [email protected].

SpotOn 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.

SpotOn is an E-Verify company.

Skills Required

  • Bachelor's degree in Business Administration, Communications, Marketing or related field (or equivalent experience)
  • 2-5 years of professional experience in customer success or related roles
  • Experience in fintech or SaaS environments
  • 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
  • Cross-functional collaboration experience
  • Work authorization in the U.S.; visa sponsorship not available

SpotOn Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SpotOn and has not been reviewed or approved by SpotOn.

  • Healthcare Strength Health, dental, vision, life and disability insurance, plus mental‑health resources, are included and framed as comprehensive core coverage. Public benefits pages highlight strong marks for the quality of medical offerings.
  • Retirement Support A 401(k) with company match is part of the standard package alongside equity grants. Materials position retirement support as a meaningful component of total rewards.
  • Parental & Family Support Generous parental leave and family medical leave are emphasized in the package. Benefits summaries indicate these family supports are well regarded.

SpotOn Insights

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The Company
HQ: San Francisco, CA
2,000 Employees
Year Founded: 2017

What We Do

We’re not just building restaurant tech—we’re giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.

Why Work With Us

Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users Awarded Great Places to Work and Built In’s Best Workplaces for multiple years running

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