Job Description
📋 Description Manage a portfolio of Core Accounts (Segment C) with standardized engagement campaigns. Monitor account health and respond to support inquiries or issues. Execute adoption campaigns and proactive check-ins to sustain satisfaction. Identify upsell/cross-sell opportunities and promote SpotOn solutions. Collaborate with internal teams to deliver consistent client experiences. Maintain accurate account records and engagement metrics using dashboards. 🎯 Requirements 1 year of professional experience in customer success or related roles. Familiarity with fintech or SaaS environments preferred. Bachelor’s degree in Business Administration, Communications, Marketing or related field. Bilingual Proficiency in English and Spanish. Strong communication and customer service skills. Proven ability to manage high-volume client accounts and follow standardized processes. 🎁 Benefits Medical, Dental and Vision Insurance 401k with company match Paid vacation, holidays, sick time, and volunteer time off Employee Resource Groups to build community and inclusion Monthly cell phone and internet stipend Tuition reimbursement up to $2,000 per year
