Retention Specialist

Posted 11 Hours Ago
Be an Early Applicant
Hiring Remotely in Mexico City, Ciudad De México, MEX
Remote
268K-268K 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
Serve as primary contact for at-risk clients to prevent churn by resolving issues, conducting health checks, negotiating cancellations, recommending tailored solutions, collaborating with Sales/Support, documenting interactions, meeting retention KPIs, and executing proactive outreach to preserve recurring revenue and improve client satisfaction.
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 (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

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.

Position Objective

The Retention Specialist plays a critical role in protecting revenue and strengthening long-term client relationships. This role serves as the primary point of contact for at-risk clients, providing empathetic, solution-oriented support while identifying pain points, guiding resolution, and ensuring clients realize the full value of SpotOn solutions. Success in this role directly drives retention, revenue preservation, and client satisfaction, with opportunities to contribute to growth initiatives through upsell and proactive engagement..

Responsibilities
  • Manage inbound and outbound client interactions, including Salesforce cases, emails, and churn alerts, with urgency and professionalism.

  • Engage B and C segment clients to resolve dissatisfaction, restore accounts, and prevent churn.

  • Conduct proactive health checks, risk assessments, and escalations to safeguard account retention.

  • Collaborate with Sales, Support, and Client Success teams to resolve issues and recover at-risk accounts.

  • Recommend tailored solutions, product enhancements, and pricing adjustments to retain clients.

  • Negotiate cancellations and execute creative retention strategies to preserve recurring revenue.

  • Maintain accurate documentation of all client interactions, resolutions, and outcomes.

  • Meet retention KPIs and performance targets, while identifying trends to improve engagement and revenue.

  • Execute proactive outreach to accounts showing early signs of disengagement.

  • Maintain expert knowledge of SpotOn products and value propositions to support client success.

  • Respond promptly to client inquiries and online feedback, ensuring timely resolution and positive experiences.

  • Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.

  • Review and verify outcomes before submission to maintain consistency and high-quality standards.

  • Identify and address process gaps or errors to drive continuous improvement and operational excellence.

Skills & Knowledge
  • Strong communication, influence, and problem-solving skills; able to collaborate across teams and engage stakeholders.

  • High emotional intelligence with exceptional written and verbal communication for client-facing interactions.

  • Ability to manage multiple clients, cases, and projects in a fast-paced environment.

  • Solutions-oriented, proactive mindset with a focus on retention and client satisfaction.

  • Adaptable and agile, able to navigate complexity and ambiguity while meeting deadlines.

  • Depth of experience in client retention, account management, or customer success with measurable outcomes.

  • Knowledge of payment processing, SaaS, or software solutions industries.

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, Marketing, Communications, Hospitality Management, or a related field required.

  • An equivalent combination of education and experience may be considered.

Languages & Level of Proficiency
  • Fluent in English and Spanish (written and verbal).

  • Additional languages are preferred but not required.

What We Offer
  • Base salary: $22,300 MXN/month

  • Food vouchers: $1,500 MXN/month

  • Health and dental insurance

  • Christmas bonus: 20 days

  • Law-mandated benefits

  • Professional development and growth opportunities

  • Total Pass (Wellness & fitness program)

  • Work schedule: Monday to Friday, 9 AM to 6 PM

  • Hybrid scheme: 3 days in the office and 2 days working from home.

Ready to grow your career in a company that values ambition, drive, and teamwork? Apply now and let's build success together!

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, Marketing, Communications, Hospitality Management, or related field
  • 2 - 5 years professional experience in customer success or related roles
  • Fluent in English and Spanish (written and verbal)
  • Experience managing Salesforce cases or using Salesforce CRM
  • Strong communication, influence, and problem-solving skills (client-facing)
  • Experience in fintech or SaaS environments
  • Knowledge of payment processing, SaaS, or software solutions industries

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.

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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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