Job Description
📋 Description Own a portfolio of strategic accounts, monitor 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. Identify upsell and cross-sell opportunities using scalable programs. Partner with internal teams to ensure consistent account management; escalate issues when needed. Track engagement, adoption, and retention metrics; optimize automation for high-volume portfolios. 🎯 Requirements 2–5 years in customer success or related roles. Fintech or SaaS experience preferred. Bachelor's degree in Business Administration, Communications, Marketing or related field; or equivalent. Strong consultative and communication skills; ability to operate in low-touch environments. Proven ability to manage large portfolios efficiently. Experience with adoption campaigns, automation, and standardized processes. 🎁 Benefits 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 up to $2,000 per calendar year to assist with your professional development
