Client Success Partner

Ovii's Interpretation of the Role

The Client Success Partner owns a strategic account portfolio, driving retention and revenue expansion for restaurant‑tech customers. You’ll execute adoption campaigns, use data‑driven insights, and collaborate across product and rates teams to deliver measurable outcomes.

Role Snapshot

• Strategic account portfolio ownership
• Client retention & churn reduction
• Revenue expansion via upsell & cross‑sell
• Cross‑functional collaboration
• Data‑driven engagement analysis
• Automation & reporting optimization

Must-Have Requirements

• Portfolio management
• Consultative communication
• Adoption campaign execution
• Data analysis for retention
• Automation tools
• Cross‑functional collaboration
• customer success
• account management
• Bachelor’s degree in Business Administration, Communications, Marketing or related field
• U.S. work authorization required
• Visa sponsorship not available

Nice-to-Have Signals

• Fintech or SaaS domain experience
• fintech
• SaaS

Work Setup

• Location: Royal Oak, United States
• Work mode: HYBRID
• Remote scope: UNSPECIFIED
• Employment type: Full-Time

Eligibility Gates

• Work authorization: U.S. work authorization required
• Visa sponsorship: no

Not Specified in JD

• Travel requirement

What You'll Likely Work On

• Own and monitor a large portfolio of strategic accounts at scale
• Run adoption campaigns and proactive touchpoints to lower churn
• Identify at‑risk accounts and apply standardized mitigation processes
• Spot upsell and cross‑sell opportunities and partner with Rates and Product teams
• Collaborate with internal groups to ensure consistent account‑management practices
• Escalate complex client issues for junior CSPs
• Track, analyze, and report on engagement, adoption, and retention metrics
• Leverage automation and reporting tools to manage high‑volume portfolios

Good Fit If You Have

• Experience in fintech or SaaS environments (preferred)
• Strong consultative communication in low‑touch settings
• Detail‑oriented with strategic thinking ability
• Comfort using data to uncover growth opportunities