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Client Success Lead

Affirm· Client Success
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Remote$125k - $187.5kFull-timePosted 4w ago

About the role

The Client Success Lead (CSM) role focuses on maintaining merchant relationships, driving growth and retention, and coordinating cross-functional efforts to maximize value for Affirm's merchant partners in a remote US setting.

Responsibilities

  • 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.

Qualifications

  • 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 e-commerce preferred.

Skills

Required:Account managementCommunicationCRM (Salesforce)Microsoft Office

Benefits

  • 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.
Last updated Sep 23, 2026. Interested? Apply on the company site.

About Affirm

Pay over time with flexible payment plans and no fees

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