Client Success Lead

Affirm·Remote USRemotesenior

In short

→Líder de éxito del cliente para socios comerciales en fintech, enfocado en crecimiento y retención.
→Gestión proactiva de cuentas, identificación de oportunidades de upsell y colaboración con equipos internos.
→Destacado: rol estratégico con impacto directo en el crecimiento mutuo con socios y productos de Affirm.

Excellent written and verbal communication skills.

In ~1 minute you get: who interviews you, the likely questions answered from your CV, and your CV tailored to this job. Free, no card.

🎧Land the interview? Bring the copilot. Our free extension listens to the live interview and flashes 3-4-word anchors from your resume and prep — glance, connect, talk. Get the extension →

What they ask for

✓3-5 años de experiencia en gestión de cuentas, preferiblemente en fintech.
✓Excelentes habilidades de comunicación escrita y verbal.
✓Capacidad para construir relaciones con clientes y stakeholders.
✓Experiencia con CRM (ej. Salesforce) y Office Suite.
✓Conocimiento en tecnologías de marketing y comercio electrónico.
✓Capacidad para trabajar en entornos rápidos y con múltiples prioridades.

Don't tick every box? That's normal — your free dossier shows your gaps and how to cover them in the interview.

SalesforceMicrosoft OfficeCRMMarketing TechnologiesE-commerceAnalyticsProductMarketingCreditTechnical Teams

Who should you write to at Affirm?

Your free dossier identifies the people who'd interview you — their background, what they value, and how to reach out so you stand out before applying.

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. 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. </p

Looking for something similar?

Leave your email and we'll alert you when matching jobs appear.

Don't apply unprepared

We research who's interviewing you, tailor your CV and rehearse you live — first one free.