Client Success Lead - Remote

Overview

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. We are seeking a dynamic and experienced Client Success Lead to join our team. The ideal candidate will have 4-6 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.

In Short

• 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.

Requirements

• Bachelor's degree with at least 4-6 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 e-commerce preferred.

Benefits

• Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents.
• Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses.
• Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge.
• ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount.