Client Success Lead

Affirm; Philadelphia (Philadelphia County); Remote; USD 88,000 - 128,000; Full time

Job summary

A leading financial technology company is seeking a Client Success Lead to manage client relationships and foster revenue growth. The ideal candidate has 4-6 years of experience in client management, excellent communication skills, and the ability to work in a fast-paced environment. This remote position offers competitive compensation and comprehensive benefits.

Benefits

Health care coverage

Flexible Spending Wallets

Employee Stock Purchase Plan

Competitive vacation and holiday schedules

Qualifications

• 4-6 years of client experience, preferably in financial technology.
• Ability to build rapport with clients and stakeholders.
• Self-motivated and able to work independently or in a team.

Responsibilities

• Deliver a proactive client management strategy.
• Identify upsell and cross-sell opportunities.
• Provide prompt support to address client needs.

Skills

Client relationship management

Communication skills

Proactivity

CRM software proficiency

Interpersonal skills

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Overview

Affirm 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.

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 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

Compensation

• 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: $100,000 - $140,000
• USA On Target Earnings (all other U.S. states) per year: $88,000 - $128,000
• Please note that visa sponsorship is not available for this position

Work Location

Affirm is proud to be a remote-first company. The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities.

Benefits

We’re extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include:

• 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

We believe It’s On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process.

[For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records.

By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.