Client Success Lead
Listed on 2025-12-02
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Business
Client Relationship Manager
Client Success Lead
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without hidden fees or compounding interest.
OverviewWe 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.
What You’ll Do- 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
Grade H Equity Grade 5
Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents).
USA On Target Earnings (CA, WA, NY, NJ, CT) per year: $100,000 – $140,000
USA On Target Earnings (all other U.S. states) per year: $88,000 – $128,000
Full‑time
Seniority levelMid‑Senior level
Benefits- Health care coverage – 100% subsidy for all levels of coverage for you and your dependents
- Flexible Spending Wallets – generous stipends for technology, food, lifestyle needs and family‑forming expenses
- Time off – competitive vacation and holiday schedules allowing you to take time off to rest and recharge
- ESPP – Employee Stock Purchase Plan allowing you to buy shares of Affirm at a discount
Please note that visa sponsorship is not available for this position.
Affirm is proud to be a remote‑first company; the majority of our roles are remote and can be performed anywhere within the country of employment. Certain proximal roles may require occasional office presence.
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