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Affirm

Affirm

via DailyRemote

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Client Success Lead

Anywhere
full-time
Posted 10/3/2025
Verified Source
Key Skills:
Client Management
Account Management
Sales Cycle Management
Communication
Relationship Building
CRM Software (Salesforce preferred)
Microsoft Office
Marketing Technologies
E-commerce Knowledge

Compensation

Salary Range

$80K - 110K a year

Responsibilities

Manage client relationships to drive growth and retention, identify upsell opportunities, provide support, conduct performance reviews, and collaborate cross-functionally.

Requirements

Bachelor's degree with 4-6 years account management experience, excellent communication and interpersonal skills, self-motivated, CRM software proficiency, and preferably fintech or marketing technology knowledge.

Full Description

Description: • 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

This job posting was last updated on 10/6/2025

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