About this role

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.
Identify upsell and cross-sell opportunities using scalable programs.
Collaborate with Rates and Product teams to support expansion efforts.
Partner with internal teams to ensure consistent account management practices.
Serve as a point of escalation for junior CSPs on client issues.
Track and analyze engagement, adoption, and retention metrics.
Optimize use of automation and reporting tools to manage high-volume portfolios.

2 – 5 years of professional experience in customer success or related roles.
Experience in fintech or SaaS environments preferred.
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.
Bachelor’s degree in Business Administration, Communications, Marketing or a related field required.
An equivalent combination of education and experience may be considered.

Client Success Partner

Key skills