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The Associate Manager, leads and supports the Client Success team to deliver exceptional service for Grade A/B merchant partners. This role oversees team performance, coaching, and development while ensuring strong client retention and satisfaction. Using SFDC data and insights, the Associate Manager drives portfolio health and operational excellence. They act as an escalation point and champion a proactive, consultative approach to client success.
Job Responsibility:
Supervise and oversee client escalations to reduce wait time and offer all viable alternatives to clients to obtain BUY-IN
Balance day-to-day operations within the Client Success department while ensuring merchant concerns/escalations are given priority and addressed swiftly
Coaching on how to effectively manage high-level/complex merchant concerns using EQ
Respond to Team Leads or CSS/CSMs issues and/or high-level escalations requiring intervention promptly with all documentation, communication, reports uploaded to SFDC
Analysis of attrition for Client Success portfolios quarterly and yearly and churn and At Risk data
Maintain accurate records and document all service activities and discussions regarding department processes, personnel, or client escalations
Collaborate across all departments to address/resolve client needs and delegate as appropriate with proper oversight to ensure these items are completed
Become proficient / have extensive knowledge of all processes and guidelines for Client Success guidelines, practices, and protocols including product software and hardware offerings
Coordinate, collaborate and facilitate with all SpotOn departments to ensure merchant requests/concerns are handled timely and appropriately
Ensure team meets KPIs consistently and works collaboratively with department management to address disciplinary issues or prohibitive behavior who will work with HR on any formal actions required
Concentration on department/division growth, revenue retention, and special project goals and targets
Superior Case Management ability to ensure all Client Success case queues are managed appropriately Oversee direct reports open cases and direct team members to offer options and close tickets timely with appropriate follow-up and communication to stakeholders
Department management performs performance evaluations, SMART GOALS, and yearly reviews, and conducts coaching and 1:1 meetings with all reports
Requirements:
2-5+ years of experience working in a managerial capacity in a support, sales/retention, or Customer Service role
1-3 years minimum experience working in the payment processing and/or software solutions industries
At least 1 year background/experience in portfolio management or processing/software leadership role where you were instrumental in developing processes and department protocols
2-3 years of experience and proficiency with Google Suite, Learning Management Systems such as Lessonly, and related software
Ability to translate your skills to other employees through training and mentoring
Must have excellent verbal and written communication skills to appropriately manage both internal and external partner relationships
Strong retention, marketing, leadership and interpersonal skills
Excellent verbal and written communication skills with strong marketing, sales, retention, or VIP portfolio management background
Thorough understanding of client success processes and department protocols within SpotOn ecosystem and potentially within a specific specialty success group like Integrations, Pricing, or Retention/Cancellations
Ability to moderate both small and large groups
What we offer:
Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
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