Remote FinTech Client Success Lead

Affirm, Inc.; Oregon; Hybrid; USD 110,000 - 188,000; Full time

Benefits offered by this job

Health coverage

Stock purchase plan (ESPP)

Tech stipends

Flexible time off

Job summary

Affirm, Inc. is seeking a dynamic Client Success Lead (CSM) to own post-sale relationships with merchant partners, drive satisfaction, retention and revenue growth.

The role requires 3–5 years of account management experience, preferably in fintech, and a Bachelor's degree with strong communication skills. You will deliver proactive client strategies, run regular performance reviews, spot upsell opportunities, and collaborate with Analytics, Product, Marketing, Credit and Technical teams to

Qualifications

• Bachelor's degree with 3–5 years of account management experience, preferably in fintech.
• 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.

Responsibilities

• Deliver a proactive client management strategy to encourage growth and retention with 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.

Skills

Account management

Relationship building

Communication

Independent worker

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Affirm, Inc. is seeking a dynamic Client Success Lead (CSM) to own post-sale relationships with merchant partners, drive satisfaction, retention and revenue growth.

The role requires 3–5 years of account management experience, preferably in fintech, and a Bachelor's degree with strong communication skills. You will deliver proactive client strategies, run regular performance reviews, spot upsell opportunities, and collaborate with Analytics, Product, Marketing, Credit and Technical teams to