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.
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 ([redacted].com). If something seems suspicious, please contact us at [redacted].
