About the role
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.
Responsibilities Client 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.
