Client Success Lead

United StatesRemote

OtherClient Success Lead

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most.

Technical Tools

OtherClient Success Lead

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most.

The Client Success team at Affirm is focused on building and growing long-term partnerships with our merchant partners, helping them maximize the value of their relationship with Affirm while driving mutual business growth. As the primary post-sale point of contact, the team works closely with merchants to optimize performance, increase product adoption, identify revenue and GMV expansion opportunities, and ensure overall account health. Client Success also serves as a strategic bridge across Analytics, Product, Marketing, Credit, and Technical teams, advocating for merchants and helping shape solutions that drive successful outcomes for both our partners and Affirm.

About the Role

~1 min read

We are seeking a dynamic and experienced Client Success Lead (CSM) to join our team. The ideal candidate will have 3-5 years of proven client experience, preferably in the financial technology sector. The CSM will be instrumental in maintaining client relationships, ensuring satisfaction, and fostering revenue growth.

Responsibilities

~1 min read

→
Deliver a proactive client management strategy to encourage growth & retention with our merchant partners
→
Identify upsell and cross-sell opportunities to enhance client value and devise strategies to capitalize on them
→
Provide prompt and effective support to address client needs and inquiries.
→
Conduct regular performance reviews and gather client feedback
→
Collaborate with internal teams to resolve client issues and requests promptly.
→
Stay abreast of industry trends and market developments to anticipate client needs.
→
Collaborate cross-functionally to execute strategies to support clients.
→
Ensure alignment between client goals and internal priorities and deliverables.
→
Demonstrate resourcefulness and flexibility in navigating changing environments.
→
Maintain a thorough understanding of company products and services to provide accurate information and support to clients.

Bachelor's degree with at least 3-5 years of account management experience, preferably in the financial technology industry.
Excellent written and verbal communication skills.
Strong interpersonal skills and ability to build rapport with clients and stakeholders.
Self-motivated, proactive, and able to work independently or as part of a team.
Comfortable in fast-paced, high-pressure environments managing multiple priorities.
Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite.
Knowledge of marketing technologies and and e-commerce preferred

What We Offer

~2 min read

#LI-Remote

Remote-first with flexibility built in
Affirm is proud to be a remote-first company. Most roles can be done from almost anywhere within the country of employment. Some positions may occasionally require in-person work at an Affirm office, and a few are office-based due to the nature of the work. All new hires will be invited to attend an in-person onboarding experience.

Benefits designed for you
Our benefits reflect our commitment to care, transparency, and flexibility. Here are a few highlights:

✓Health coverage at no cost: We cover 100% of premiums for employees and their dependents.

✓Spending stipends: Monthly stipends support your tech setup, and the ability to choose health and wellness options that are right for you.

✓Time off to recharge: Flexible time off and generous holiday calendars help you rest when you need to.

✓Own a piece of what you build: Our employee stock purchase plan (ESPP) lets you buy Affirm stock at a discount.