Affirm

Client Success Lead

Affirm$125K — $187K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 3-5 years in account management, preferably in financial technology.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills to build rapport with clients and stakeholders.
  • Self-motivated with the ability to work independently or collaboratively.
  • Comfortable managing multiple priorities in fast-paced environments.
  • Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite.
  • Knowledge of marketing technologies and e-commerce is preferred.

Responsibilities

  • Deliver proactive client management strategies to encourage growth and retention.
  • Identify upsell and cross-sell opportunities to enhance client value.
  • Provide prompt support to address client inquiries effectively.
  • Conduct regular performance reviews and gather client feedback.
  • Collaborate with internal teams to resolve client issues swiftly.
  • Stay updated on industry trends to anticipate client needs.
  • Ensure alignment between client goals and internal priorities.

Benefits

  • 100% of health premiums covered for employees and their dependents.
  • Monthly stipends for tech, health, and wellness options.
  • Flexible time off and generous holiday schedules.
  • Employee stock purchase plan (ESPP) allowing stock purchase at a discount.
Full Job Description
About the Client Success Team:

The Client Success team at Affirm is focused on building and growing long-term partnerships with our merchant partners, helping them maximize the value of their relationship with Affirm while driving mutual business growth. As the primary post-sale point of contact, the team works closely with merchants to optimize performance, increase product adoption, identify revenue and GMV expansion opportunities, and ensure overall account health. Client Success also serves as a strategic bridge across Analytics, Product, Marketing, Credit, and Technical teams, advocating for merchants and helping shape solutions that drive successful outcomes for both our partners and Affirm.

About the Role:

We are seeking a dynamic and experienced Client Success Lead (CSM) to join our team. The ideal candidate will have 3-5 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 & 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.


What We Look For:
  • 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 and e-commerce preferred


Base Pay Grade - H

Equity Grade - 5

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

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.)

For sales roles, the range provided is the role's On Target Earnings ("OTE") range, which includes the annual base pay and the sales incentive target.

USA On Target Earnings (CA, WA, NY, NJ, CT) per year: $125,000 - $187,500

USA On Target Earnings (all other U.S. states) per year: $110,000 - $172,500

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

#LI-Remote

Remote-first with flexibility built inAffirm is proud to be a remote-first company. Most roles can be done from almost anywhere within the country of employment. Some positions may occasionally require in-person work at an Affirm office, and a few are office-based due to the nature of the work. All new hires will be invited to attend an in-person onboarding experience.

Benefits designed for youOur benefits reflect our commitment to care, transparency, and flexibility. Here are a few highlights:
  • 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.

We're committed to providing an inclusive interview process, including accommodations for candidates with disabilities. If you need support, we're happy to help.

For positions based in San Francisco or Los Angeles: Affirm considers qualified applicants with arrest and conviction records, as required by law.

About Affirm

Affirm is a publicly traded financial technology company headquartered in San Francisco, United States. Founded in 2012, the company operates as a financial lender of installment loans for consumers to use at the point of sale to finance a purchase. Affirm was founded in 2012 by Max Levchin, Nathan Gettings, Jeffrey Kaditz, and Alex Rampell as part of the initial portfolio of startup studio HVF. Levchin, who co-founded PayPal, became CEO of Affirm in 2014. In October 2017, the company launched a consumer app that allowed loans for purchases at any retailer. The company announced a partnership with Walmart in February 2019. Under the partnership, Affirm is available to customers in-store and on the Walmart website. Affirm has partnered with e-commerce platforms including Shopify, BigCommerce, and Zen-Cart. On November 18, 2020, Affirm filed with the Securities and Exchange Commission in preparation for an initial public offering. On December 12, 2020, it was reported that Affirm had postponed its IPO. On January 13, 2021, Affirm became listed on NASDAQ with symbol AFRM, raising about $1.2 billion in its IPO. By the next day, the price of shares had doubled, making Levchin's stake worth about $2.5 billion. In May 2021, Affirm acquired Returnly, a financial technology service company, for $300 million.
Learn more about Affirm
Size
1,300 employees
Market Cap
$2.5 billion
Industry
Net Income
-$97.6 million
Founded
2012
Revenue
$617.1 million
NASDAQ

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