Added
3 hours ago
Type
Full time
Salary
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Related skills

fintech data analysis saas cross-functional collaboration portfolio management

πŸ“‹ Description

  • 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.
  • Track and analyze engagement, adoption, and retention metrics.
  • Optimize automation and reporting tools to manage high-volume portfolios.

🎯 Requirements

  • 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.
  • Cross-functional collaboration experience.

🎁 Benefits

  • Join a fast-growing restaurant tech company.
  • Recognized by Great Places to Work and Built In.
  • Collaborative, human-centered team culture.
  • Drive adoption and retention at scale.
  • Equity and bonus opportunities.
  • Meaningful work with independent restaurants.
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