Client Success Lead

Overview

Join to apply for the Client Success Lead role irm 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.

• Deliver a proactive client management strategy to encourage growth and 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 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

Base pay grade: H. Equity grade:
5. Base pay is part of total compensation and may include equity rewards, stipends for health, wellness, and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents). For sales roles, the On Target Earnings (OTE) range includes base pay and incentive target. USA OTE: CA, WA, NY, NJ, CT: 100,000 – 140,000; all other U.S. states: 88,000 – 128,000.

Please note that visa sponsorship is not available for this position.

Affirm is a remote-first company. The majority of roles are remote; some roles may require working from an Affirm office. A limited number of roles remain office-based due to job responsibilities.

• Health care coverage – Affirm covers all premiums for you and your dependents
• Flexible Spending Wallets – stipends for Technology, Food, Lifestyle needs, and family forming expenses
• Time off – competitive vacation and holiday schedules
• ESPP – Employee Stock Purchase Plan

We are committed to an inclusive interview experience and provide reasonable accommodations during the hiring process where needed.

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